Assets by plan
Share of aggregate retirement assets
Filings through .
Miles Franklin Ltd.
EIN 41-1766615investment managementLatest filing 2025
Plans
3
Retirement
2
$2.9M assets
Health & Benefits
1
Participants
66
801 TWELVE OAKS CENTER DR S-834 - WAYZATA, MN 55391952-929-7006milesfranklin.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $2.9M assets / 45 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
MILES FRANKLIN LTD. CASH BALANCE PLAN
Cash balance
Assets$1.8M
Participants21
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
MILES FRANKLIN LTD. PROFIT SHARING PLAN
401(k)
Assets$1.1M
Participants24
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#001
MILES FRANKLIN LTD. CASH BALANCE PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MILES FRANKLIN LTD. CASH BALANCE PLAN | Cash balance | $1.8M | 21 | 2025 |
| #002 | MILES FRANKLIN LTD. PROFIT SHARING PLAN | 401(k) | $1.1M | 24 | 2025 |
- #001 · Cash balance · 202521
- #002 · 401(k) · 202524
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #001 | MILES FRANKLIN LTD. CASH BALANCE PLAN | Self-funded | - | $0 | 0 | 2025 |
- #001 · Self-funded · 20250
Retirement plans
Health & Benefits plans