Original filing (PDF)20250926075509NAL0003886515001

MILES & THIRION, C.P.A. FIRM, INC.

Name: MILES & THIRION, C.P.A. FIRM, INC. — MILES & THIRION, C.P.A., P.A. 401(K) PLAN, Form 5500 (2024)
Creator: MILES & THIRION, C.P.A. FIRM, INC.

Form 5500-SF

FILING_RECEIVED

MILES & THIRION, C.P.A., P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILES & THIRION, C.P.A. FIRM, INC..

Plan sponsor

Name

MILES & THIRION, C.P.A. FIRM, INC.

EIN

02-0662166

Address

2050 PROCTOR ROAD, SUITE F · SARASOTA, FL · 34231

Phone

(941) 929-7725

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator