ANU Anand signed Millennium Software's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Millennium Software's EIN is 38-3316472.
Download the official 2024 Form 5500 (PDF) for Millennium Software from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Millennium Software's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST COMPANY | 82-3967259 | — | CUSTODIAN | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | TPA | $44K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $12.1M | 99.0% | |
| SPA AGGRESSIVE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4599793 / PN 318 | Common Collective Trust | — | — | $1.4M | 11.3% | |
| SPA CONSERVATIVE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 38-4139840 / PN 620 | Common Collective Trust | — | — | $849K | 6.9% | |
| SPA BALANCED PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4576579 / PN 316 | Common Collective Trust | — | — | $843K | 6.9% | |
| SPA GROWTH PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4586721 / PN 317 | Common Collective Trust | — | — | $500K | 4.1% | |
| MET MANAGED GIC 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $199K | 1.6% | |
| SPA MODERATE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4559880 / PN 315 | Common Collective Trust | — | — | $176K | 1.4% | |
| FRS BLACKROCK TOTAL RETURN CIT CL 0 RELIANCE TRUST COMPANY · EIN 46-7425989 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% |
