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Original filing (PDF)20251009111510NAL0006499537001
MILES PARTNERSHIP LLC
Form 5500
FILING_RECEIVED
MILES PARTNERSHIP LLC 401(K)PLAN
401(k) retirement plan
Active participants
379
Accounts w/ balance
442
Plan assets (EOY)
$37.2M
Net assets (EOY)
$37.2M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILES PARTNERSHIP LLC.
Plan sponsor
Name
MILES PARTNERSHIP LLC
EIN
02-0761404
Address
6751 PROFESSIONAL PARKWAY WEST · SARASOTA, FL · 34240
Phone
(800) 683-0010
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $54K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAIRCOURT PARTNERS LLC | 82-4882966 | — | ADVISOR | $83K | — |
Investments
28 direct securities· $37.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP Inst Large Cap Growth Registered Investment Company | — | — | — | $5.5M | 14.7% | |
| Vanguard 500 Index Adm Registered Investment Company | — | — | — | $5.4M | 14.4% | |
| BlackRock LifePath Index 2045 Fund Registered Investment Company | — | — | — | $3.2M | 8.7% | |
| BlackRock LifePath Index 2040 Fund Registered Investment Company | — | — | — | $2.6M | 6.9% | |
| BlackRock LifePath Index 2035 Fund Registered Investment Company | — | — | — | $2.3M | 6.3% | |
| BlackRock LifePath Index 2050 Fund Registered Investment Company | — | — | — | $2.0M | 5.5% | |
| BlackRock LifePath Index 2055 Fund Registered Investment Company | — | — | — | $1.9M | 5.2% | |
| Vanguard MidCap Index Adm Registered Investment Company | — | — | — | $1.6M | 4.3% | |
| Vanguard Balanced Index Adm Registered Investment Company | — | — | — | $1.5M | 3.9% | |
| BlackRock LifePath Index 2060 Fund Registered Investment Company | — | — | — | $1.5M | 3.9% | |
| Vanguard Prime MM Inv Money Market Fund | — | — | — | $1.4M | 3.8% | |
| BlackRock LifePath Index 2030 Fund Registered Investment Company | — | — | — | $1.1M | 3.0% | |
| BlackRock LifePath Index Retirement Fund Registered Investment Company | — | — | — | $926K | 2.5% | |
| DFA Us Small Cap I Registered Investment Company | — | — | — | $860K | 2.3% | |
| AF Europac Growth R6 Registered Investment Company | — | — | — | $790K | 2.1% | |
| JPM Core Plus BND R6 Registered Investment Company | — | — | — | $730K | 2.0% | |
| DFA Us Large Cap Value Registered Investment Company | — | — | — | $619K | 1.7% | |
| Vanguard Small Cap Ind Adm Registered Investment Company | — | — | — | $508K | 1.4% | |
| Pimco Income Inst Registered Investment Company | — | — | — | $495K | 1.3% | |
| Vanguard Total Intl Stock Index Admiral Registered Investment Company | — | — | — | $416K | 1.1% | |
| AQR Multi-Asset Fund Class R6 Registered Investment Company | — | — | — | $405K | 1.1% | |
| AF New Perspect R6 Registered Investment Company | — | — | — | $386K | 1.0% | |
| DFA Global Real Estate Registered Investment Company | — | — | — | $280K | 0.8% | |
| Participant loans 5.25% - 10.50% | — | — | — | $254K | 0.7% | |
| DFA Short-Duration Real Return Portfolio Registered Investment Company | — | — | — | $224K | 0.6% | |
| DFA Emerging Markets Core Equity Portfolio Registered Investment Company | — | — | — | $155K | 0.4% | |
| Vanguard FTSE Social Index Admiral Registered Investment Company | — | — | — | $147K | 0.4% | |
| BlackRock High Yield Bond K Registered Investment Company | — | — | — | $55K | 0.1% |
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