Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 19 in 2023
Providers › Millennium Investment and RET
Millennium Investment and RET
- Service provider, as named on Schedule C
- EIN 943428956
- Plan year 2024
- Direct compensation reported $135,756
Assets of those plans
$344,712,415
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$135,756
87% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 26 | Investment advisory (participants) | 7 |
| 27 | Investment advisory (plan) | 6 |
| 50 | Direct payment from the plan | 3 |
| 17 | Consulting (pension) | 1 |
| 49 | Other services | 1 |
| 24 | Trustee (discretionary) | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 15 | Recordkeeping and information management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Acuity International Retirement Plan | Acuity International | $117,312,978 | 2,309 | $22,500 |
| Encore Rehabilitation, Inc 401(k) Plan | Encore Rehabilitation | $47,615,959 | 788 | $8,334 |
| Jones Sign Co., Inc. 401(k) Plan and Trust | Jones Sign | $35,094,612 | 562 | $15,968 |
| Bank of Ireland Group U.S. 401(k) Savings Plan | Governor and Company of the Bank of Ireland | $31,018,140 | 96 | $6,125 |
| Cooperative Home Care Associates, Inc. 401(k) Plan | Cooperative Home Care Associates | $16,584,528 | 2,182 | $19,981 |
| Buchanan General Hospital 401(k) Profit Sharing Plan | Buchanan General Hospital | $15,090,332 | 182 | $7,369 |
| Swimwear Anywhere, Inc. 401(k) Profit Sharing Plan | Swimwear Anywhere | $13,439,386 | 133 | $5,123 |
| Measurabl, Inc. 401(k) Plan | Measurabl | $12,622,568 | 221 | $0 |
| EDA Roofing, Inc. 401(k) Profit Sharing Plan | EDA Roofing | $12,360,365 | 139 | $6,000 |
| Mortgage Equity Partners Retirement Plan | Mortgage Equity Partners | $10,445,110 | 224 | $8,278 |
| E & F Management, LLC 401(k) Plan | E & F Management | $8,424,605 | 254 | $3,313 |
| Ronile, Inc. and Subsidiaries Savings and Retirement Planrecordkeeper | Ronile | $8,321,489 | 159 | $12,008 |
| Employee Benefit Plan of Friends Committee | Friends Committee on National Legislation | $8,078,074 | 168 | $20,756 |
| Ticket Evolution, Inc. 401(k) Plan | Ticket Evolution | $6,503,184 | 145 | $0 |
| Marathon TS 401(k) Plan | Marathon TS | $1,801,085 | 237 | $1 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.