How big is Millennium Udiii's plan?

Millennium Udiii's plan reported $799K in assets and 30 participants for 2024.

Original filing (PDF)20250624142413NAL0007346401001

Millennium Udiii

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

Form 5500-SF

FILING_RECEIVED

Millennium Duiii

401(k) retirement plan · Millennium Udiii's Millennium Duiii held $799K in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$799K

Net assets (EOY)

$799K

People on this filing

Patricia Kaznowski signed Millennium Udiii's 2024 Form 5500 as plan administrator.

Patricia Kaznowski — 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

Millennium Udiii's EIN is 56-2129968.

EIN 56-2129968

Plan number 001

Plan year 2024

ACK ID 20250624142413NAL0007346401001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Millennium Udiii'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 UDIII.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Plan sponsor

Name

MILLENNIUM UDIII

EIN

all filings

Address

202 KILMORACK DRIVE · CARY, NC · 27511

Phone

(919) 815-5366

Industry

Accommodation & Food Services

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

2025-06-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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