Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MILES FRANKLIN LTD.
EIN 41-1766615investment managementLatest filing 2025
Plans
3
Retirement
2
$2.9M assets
Welfare
1
Participants
66
801 TWELVE OAKS CENTER DR S-834 - WAYZATA, MN 55391952-929-7006milesfranklin.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 45 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
MILES FRANKLIN LTD. CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants21
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MILES FRANKLIN LTD. PROFIT SHARING PLAN
401k
Assets$1.1M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#001
MILES FRANKLIN LTD. CASH BALANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MILES FRANKLIN LTD. CASH BALANCE PLAN | CashBalance | $1.8M | 21 | 2025 | |
| 002 | MILES FRANKLIN LTD. PROFIT SHARING PLAN | 401k | $1.1M | 24 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | MILES FRANKLIN LTD. CASH BALANCE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans