Florence Pace signed Millennia's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Millennia's EIN is 45-5279446.
Download the official 2024 Form 5500 (PDF) for Millennia from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Millennia's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SPDR Portfolio S&P 500 ETF | Common Collective Trusts | — | — | $349K | 32.1% | |
| Vanguard FTSE Developed Markets | Mutual Funds | — | — | $227K | 20.9% | |
| iShares Core Total US Bond Market ETF | Other securities | — | — | $100K | 9.2% | |
| Vanguard FTSE Emerging Markets | Mutual Funds | — | — | $78K | 7.2% | |
| Vanguard Total Stock Market ETF | Mutual Funds | — | — | $62K | 5.7% | |
| SPDR Portfolio S&P 400 Mid Cap | Other securities | — | — | $47K | 4.4% | |
| SPDR Portfolio S&P 600 Small Cap ETF | Other securities | — | — | $36K | 3.3% | |
| SPDR S&P Kensho New Economies Composite | Other securities | — | — | $22K | 2.0% | |
| Vanguard Total International Bond ETF | Mutual Funds | — | — | $22K | 2.0% | |
| iShares Emerging Markets USD Bond ETF | Other securities | — | — | $20K | 1.8% | |
| to 9.50% maturing through 2028 | Bonds / Notes | — | — | $12K | 1.1% | |
| Goldman Sachs Treasury Access 01 Year ETF ** 60 iShares 0 - 5 Year TIPS Bond ETF | Other securities | — | — | $5K | 0.4% | |
| Vanguard Dividend Appreciation ETF | Mutual Funds | — | — | $4K | 0.3% | |
| JP Morgan Ultra-Short Income | Other securities | — | — | $2K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
