AUMdb

Miles Partnership Llc 401(k)plan

Sponsored by Miles Partnership Llc · EIN 020761404 · Plan #002

Total assets
$37.2M
Net assets
$37.2M
Active participants
379
With balances
442

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Faircourt Partners, Llc CRD 295508 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Faircourt Partners Llc Investment advisory (plan) $82,908
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $54,128