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Original filing (PDF)20251015170814NAL0005214529001
MILLENNIUM CORPORATION
Form 5500
FILING_RECEIVED
MILLENNIUM CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
370
Accounts w/ balance
580
Plan assets (EOY)
$28.3M
Net assets (EOY)
$28.3M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 54% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILLENNIUM CORPORATION.
Plan sponsor
Name
MILLENNIUM CORPORATION
EIN
05-0594773
Address
1400 CRYSTAL DRIVE · SUITE 400 · ARLINGTON, VA · 22202
Phone
(703) 436-1338
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PBMARES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $82K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 39-2018056 | — | INVESTMENT/FINANCIAL ADVI | $44K | — |
Investments
29 direct securities · 1 pooled fund· $28.0M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$27.3M
29 holdings
Common Collective Trust
$680K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.6M | 12.8% | |
| FIDELITY BLUE CHIP GROWTH K6 | Registered Investment Companies | — | — | $3.0M | 10.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.5M | 8.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.4M | 8.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.3M | 8.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.9M | 6.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.8M | 6.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.7M | 6.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.2M | 4.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.0M | 3.7% | |
| HTFD INTL OPPORTUNITIES R6 | Registered Investment Companies | — | — | $899K | 3.2% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $730K | 2.6% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $680K | 2.4% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $650K | 2.3% | |
| COLUMBIA SMALL CAP INDEX INST3 | Registered Investment Companies | — | — | $531K | 1.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $470K | 1.7% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $445K | 1.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $275K | 1.0% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $273K | 1.0% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $246K | 0.9% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $229K | 0.8% | |
| COHEN & STEERS REALTY SHARES Z | Registered Investment Companies | — | — | $218K | 0.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $217K | 0.8% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $201K | 0.7% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $112K | 0.4% | |
| FID INTL CAP APPRECIATION K6 | Registered Investment Companies | — | — | $86K | 0.3% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $45K | 0.2% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $27K | <0.1% | |
| AMERICAN BEACON SM CP VL R6 | Registered Investment Companies | — | — | $26K | <0.1% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $21K | <0.1% |