The Miller Hull Partnership Llp 401(k) Retirement Plan
Sponsored by The Miller Hull Partnership, Llp · EIN 911110925 · Plan #001
- Total assets
- $39.5M
- Net assets
- $39.5M
- Active participants
- 92
- With balances
- 155
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors, Inc. | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $30,000 |
| Usi Consulting Group | Recordkeeping, Participant loan processing, Direct payment from the plan | $9,142 |
| Charles Schwab & Co., Inc. | Custodial (other), Custodial (securities), Shareholder servicing fees | $0 |
| Charles Schwab Bank/Trust Company | Custodial (other), Custodial (securities), Investment management fees (indirect) | $0 |