How big is Millennia Housing Management, Ltd.'s plan?

Millennia Housing Management, Ltd.'s plan reported $4.0M in assets and 1,988 participants for 2024.

Original filing (PDF)20251014080447NAL0001099475001

Millennia Housing Management, Ltd.

Name: Millennia Housing Management, Ltd. — The Millennia, Form 5500 (2024)
Creator: Millennia Housing Management, Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Millennia Housing Management, Ltd. 401(k) Plan

401(k) retirement plan · Millennia Housing Management, Ltd.'s The Millennia Housing Management, Ltd. 401(k) Plan held $4.0M in plan assets for 1,988 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

~95 bps in Sched C fees

Active participants

1,988

Accounts w/ balance

152

Plan assets (EOY)

$4.0M

Net assets (EOY)

$3.8M

People on this filing

Michael PICO signed Millennia Housing Management, Ltd.'s 2024 Form 5500 as plan administrator.

Michael PICO — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Millennia Housing Management, Ltd.'s EIN is 34-1816464.

EIN 34-1816464

Plan number 001

Plan year 2024

ACK ID 20251014080447NAL0001099475001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Millennia Housing Management, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Millennia Housing Management, Ltd.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILLENNIA HOUSING MANAGEMENT, LTD..

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (20th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

MILLENNIA HOUSING MANAGEMENT, LTD.

EIN

all filings

Address

4000 KEY TOWER 127 PUBLIC SQUARE · CLEVELAND, OH · 44114

Phone

(216) 520-1250

Industry

Real Estate

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

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$22K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CETERA INVESTMENT ADVISORS LLC	36-3258176	—	ADVISOR	$15K	—

Investments

31 direct securities· $4.0M(100% of reported assets)

Mutual Funds

$3.8M

24 holdings

Common Collective Trusts

$89K

1 holding

Other securities

$67K

5 holdings

U.S. Treasuries

$16K

1 holding

					% of plan
Fidelity Freedom 2025 K6 Mutual Fund	Mutual Funds	—	—	$822K	20.8%
Fidelity Freedom 2030 K6 Mutual Fund	Mutual Funds	—	—	$653K	16.5%
Fidelity Freedom 2035 K6 Mutual Fund	Mutual Funds	—	—	$480K	12.1%
Fidelity Freedom 2040 K6 Mutual Fund	Mutual Funds	—	—	$326K	8.3%
Fidelity Contrafund K6 Mutual Fund	Mutual Funds	—	—	$306K	7.7%
Fidelity Freedom 2045 K6 Mutual Fund	Mutual Funds	—	—	$225K	5.7%
Fidelity Freedom 2020 K6 Mutual Fund	Mutual Funds	—	—	$181K	4.6%
American Funds American Mutual R6 Mutual Fund	Mutual Funds	—	—	$124K	3.1%
Fidelity Blue Chip Growth K6 Mutual Fund	Mutual Funds	—	—	$124K	3.1%
Fidelity Total Bond K6 Mutual Fund	Mutual Funds	—	—	$113K	2.9%
Fidelity Freedom 2050 K6 Mutual Fund	Mutual Funds	—	—	$97K	2.5%
Fidelity Blend Income Fund Mutual Fund	Mutual Funds	—	—	$97K	2.4%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$89K	2.2%
Fidelity Freedom 2060 K6 Mutual Fund	Mutual Funds	—	—	$68K	1.7%
Fidelity Intl Cptl Apprec K6 Mutual Fund	Mutual Funds	—	—	$38K	1.0%
Allspring Special Mid Cap Value Fund Mutual Fund	Other securities	—	—	$32K	0.8%
Fidelity Freedom 2065 K6 Mutual Fund	Mutual Funds	—	—	$29K	0.7%
Fidelity Freedom 2055 K6 Mutual Fund	Mutual Funds	—	—	$26K	0.6%
Fidelity Global ex US Index Mutual Fund	Mutual Funds	—	—	$26K	0.6%
JPMorgan Government Bond R6 Mutual Fund	U.S. Treasuries	—	—	$16K	0.4%
Fidelity Freedom 2015 K6 Mutual Fund	Mutual Funds	—	—	$14K	0.3%
American Century Small Cap Value R6 Mutual Fund	Other securities	—	—	$13K	0.3%
Victory Sophus Emerging Markets R6 Mutual Fund	Other securities	—	—	$12K	0.3%
Fidelity Government K6 Mutual Fund	Mutual Funds	—	—	$11K	0.3%
Guaranteed Investment The Standard Guaranteed Fixed Interest Fund IV Contract	Other securities	—	—	$9K	0.2%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$7K	0.2%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$5K	0.1%
Fidelity Freedom Income Fund Class K6 Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
MFS Mid Cap Growth R6 Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Goldman Sachs Infl Protected Secs R6 Mutual Fund	Other securities	—	—	$2K	<0.1%