Davis Miles, Pllc 401(k) Plan
Sponsored by Davis Miles, Pllc · EIN 731646406 · Plan #001
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 135
- With balances
- 176
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $31,944 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $15,722 |