Original filing (PDF)20250807132355NAL0008467026001

MILLENNIUM PHYSICIAN GROUP, LLC

Name: MILLENNIUM PHYSICIAN GROUP, LLC — MILLENNIUM PHYSICIAN GROUP 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: MILLENNIUM PHYSICIAN GROUP, LLC

Form 5500

FILING_RECEIVED

MILLENNIUM PHYSICIAN GROUP 401(K) PLAN & TRUST

401(k) retirement plan

Signals · 3

94% in single holding~118 bps in Sched C feesNo recordkeeper disclosed

Active participants

3,590

Accounts w/ balance

3,305

Plan assets (EOY)

$36.6M

Net assets (EOY)

$36.6M

How this plan invests

This plan

5 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILLENNIUM PHYSICIAN GROUP, LLC.

Plan sponsor

Name

MILLENNIUM PHYSICIAN GROUP, LLC

EIN

26-2909414

Address

2675 WINKLER AVE · SUITE 440 · FORT MYERS, FL · 33901

Phone

(941) 255-3535

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-08-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH	13-5674085	—	CONSULTANT	$49K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$382K	—

Investments

4 direct securities· $36.1M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Prin Fixed Inc Guar Option	—	—	—	$34.0M	92.8%
Notes receivable from participants	—	—	—	$2.1M	5.7%
Fidelity US Bond Index Fund	—	—	—	$3	<0.1%
BlackRock Strat Gbl Bd Inst Fd	—	—	—	$1	<0.1%