Plan Snapshot
- Plan Sponsor: Miles Partnership LLC
- Sponsor EIN: 020761404
- Sponsor Address: 6751 PROFESSIONAL PARKWAY WEST, SARASOTA, FL, 34240
- Plan Type: 401(k)
- Total Participants: 379
- Total Assets: $37.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 379 | $37.2M | $1.0M | $3.4M |
| 2023 | 352 | $29.5M | $812,713 | $2.9M |
| 2022 | 258 | $22.2M | $650,953 | $2.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $137,036 | $82,908 | — | — | — |
| 2023 | $114,627 | $67,614 | — | — | — |
| 2022 | $116,864 | — | — | — | — |