How big is Millennium Strategies, LLC's plan?

Millennium Strategies, LLC's plan reported $2.7M in assets and 44 participants for 2024.

Original filing (PDF)20250630092057NAL0006529715001

Millennium Strategies, LLC

Name: Millennium Strategies, LLC — Millennium Strategies, Form 5500 (2024)
Creator: Millennium Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Millennium Strategies, LLC 401(k) Plan

401(k) retirement plan · Millennium Strategies, LLC's Millennium Strategies, LLC 401(k) Plan held $2.7M in plan assets for 44 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Millennium Strategies, LLC's EIN is 20-3749864.

EIN 20-3749864

Plan number 001

Plan year 2024

ACK ID 20250630092057NAL0006529715001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Millennium Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Millennium Strategies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILLENNIUM STRATEGIES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score