Assets by plan
Share of aggregate retirement assets
78%top
Sponsor portfolio
MILLER & HURT FINANCIAL GROUP LLC DBA MILLER & HURT WEALTH ADVISORS
EIN 27-2570202financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
12
182 BARTON BLVD - ROCKLEDGE, FL 32955321-632-2996millerandhurt.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 12 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MILLER & HURT FINANCIAL GROUP 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$3.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MILLER & HURT FINANCIAL GROUP DEFINED BENEFIT PLAN
TraditionalDB
Assets$858K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MILLER & HURT FINANCIAL GROUP 401(K) PROFIT SHARING PLAN & TRUST | 401k | $3.1M | 7 | 2025 | |
| 002 | MILLER & HURT FINANCIAL GROUP DEFINED BENEFIT PLAN | TraditionalDB | $858K | 5 | 2025 |
Retirement plans