How big is The Miller HULL Partnership, LLP's plan?

The Miller HULL Partnership, LLP's plan reported $39.5M in assets and 92 participants for 2024.

Original filing (PDF)20250911173606NAL0000594336001

The Miller HULL Partnership, LLP

Name: The Miller HULL Partnership, LLP — The Miller HULL, Form 5500 (2024)
Creator: The Miller HULL Partnership, LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Miller HULL Partnership LLP 401(k) Retirement Plan

401(k) retirement plan · The Miller HULL Partnership, LLP's The Miller HULL Partnership LLP 401(k) Retirement Plan held $39.5M in plan assets for 92 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

155

Plan assets (EOY)

$39.5M

Net assets (EOY)

$39.5M

People on this filing

TAMI Gramer signed The Miller HULL Partnership, LLP's 2024 Form 5500 as plan administrator.

TAMI Gramer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Miller HULL Partnership, LLP's EIN is 91-1110925.

EIN 91-1110925

Plan number 001

Plan year 2024

ACK ID 20250911173606NAL0000594336001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Miller HULL Partnership, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Miller HULL Partnership, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MILLER HULL PARTNERSHIP, LLP.

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

THE MILLER HULL PARTNERSHIP, LLP

EIN

all filings

Address

71 COLUMBIA ST, 6TH FLOOR · SEATTLE, WA · 98104

Phone

(206) 254-2026

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI ADVISORS, INC.	06-1397347	—	NONE	$30K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI CONSULTING GROUP	06-1053228	—	NONE	$9K	—
CHARLES SCHWAB & CO., INC.

Investments

30 direct securities· $31.4M(79% of reported assets)

Mutual Funds

$24.9M

20 holdings

Other securities

$5.0M

7 holdings

Common Collective Trusts

$1.5M

3 holdings

					% of plan
Fidelity Select Software & IT Services Portfolio Fund Mutual fund	Mutual Funds	—	—	$2.5M	6.4%
Vanguard Equity Income Fund Mutual fund	Mutual Funds	—	—	$2.3M	5.9%
T Rowe Price Blue Chip Growth Fund Mutual fund	Mutual Funds	—	—	$2.3M	5.8%
Vanguard Developed Markets Index Mutual fund	Mutual Funds	—	—	$2.2M	5.7%
Vanguard Target Retirement 2045 Fund Mutual fund	Mutual Funds	—	—	$2.1M	5.3%
Metropolitan West Total Return Fund Mutual fund	Other securities	—	—	$1.9M	4.7%
T Rowe Price Media & Telecom Fund Mutual fund	Mutual Funds	—	—	$1.7M	4.4%
Vanguard Target Retirement 2025 Fund Mutual fund	Mutual Funds	—	—	$1.6M	3.9%
Vanguard Target Retirement 2055 Fund Mutual fund	Mutual Funds	—	—	$1.6M	3.9%
Vanguard Target Retirement 2050 Fund Mutual fund	Mutual Funds	—	—	$1.4M	3.6%
Vanguard Target Retirement 2040 Fund Mutual fund	Mutual Funds	—	—	$1.3M	3.3%
Vanguard Mid Cap Index Admiral Fund Mutual fund	Mutual Funds	—	—	$1.1M	2.8%
Brown Advisory Sustainable Growth Fund Mutual fund	Other securities	—	—	$1.1M	2.8%
Vanguard Target Retirement 2035 Fund Mutual fund	Mutual Funds	—	—	$978K	2.5%
Schwab Retirement Government Money Market Fund Mutual fund	Mutual Funds	—	—	$766K	1.9%
Vanguard Small Cap Growth Index Fund Mutual fund	Common Collective Trusts	—	—	$729K	1.8%
Parnassus Core Equity Fund Mutual fund	Other securities	—	—	$695K	1.8%
Vanguard Target Retirement 2030 Fund Mutual fund	Mutual Funds	—	—	$611K	1.5%
Vanguard Target Retirement 2060 Fund Mutual fund	Mutual Funds	—	—	$570K	1.4%
DFA Emerging Markets Portfolio Fund Mutual fund	Mutual Funds	—	—	$559K	1.4%
DFA Inflation Protected Securities Portfolio Fund Mutual fund	Mutual Funds	—	—	$553K	1.4%
Vanguard Mid Cap Growth Index Fund Mutual fund	Common Collective Trusts	—	—	$527K	1.3%
MassMutual Premier Short Duration Bond Fund Mutual fund	Other securities	—	—	$407K	1.0%
American Beacon Small Cap Value Fund Mutual fund	Other securities	—	—	$398K	1.0%
DFA International Small Company Fund Mutual fund	Mutual Funds	—	—	$378K	1.0%
Allspring Special Mid Cap Value Fund Mutual fund	Other securities	—	—	$361K	0.9%
DFA US Micro Cap Port Institutional Fund Mutual fund	Mutual Funds	—	—	$315K	0.8%
Vanguard Real Estate Index Fund Mutual fund	Common Collective Trusts	—	—	$281K	0.7%
TCW Emerging Markets Income Fund Mutual fund	Other securities	—	—	$153K	0.4%
Vanguard Target Retirement 2065 Fund Mutual fund	Mutual Funds	—	—	$11K	<0.1%