Samer S. SUKI signed Millennium Physicians Association, PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Millennium Physicians Association, PLLC's EIN is 76-0528826.
Download the official 2024 Form 5500 (PDF) for Millennium Physicians Association, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Millennium Physicians Association, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANN INS COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $52K | — |
| EMPOWER ADVISOR GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $16K | — |
| ASCENSUS HOLDINGS INC DBA | — | SAN DIEGO, CA | CONTRACT ADMIN | $9K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 INDEX K | Common Collective Trusts | — | — | $2.7M | 15.8% | |
| Vanguard TOTAL STOCK MKT IDX ADM | Common Collective Trusts | — | — | $1.4M | 8.0% | |
| BlackRock LIFEPATH INDEX 2030 K | Other securities | — | — | $1.1M | 6.4% | |
| BlackRock LIFEPATH INDEX 2050 K | Other securities | — | — | $1.1M | 6.2% | |
| Identity Description of Investment Cost Current Value BlackRock LIFEPATH INDEX RETIREMENT K | Other securities | — | — | $767K | 4.5% | |
| Vanguard TOTAL INTL STOCK INDEX ADMIRAL | Mutual Funds | — | — | $745K | 4.4% | |
| Harbor CAPITAL APPRECIATION RETIREMENT | Other securities | — | — | $707K | 4.1% | |
| BlackRock LIFEPATH INDEX 2045 K | Other securities | — | — | $608K | 3.6% | |
| JPMorgan US EQUITY R6 | Other securities | — | — | $602K | 3.5% | |
| Vanguard TOTAL WORLD STOCK INDEX ADMIRALVTWAX | Mutual Funds | — | — | $580K | 3.4% | |
| BlackRock LIFEPATH INDEX 2035 K | Other securities | — | — | $565K | 3.3% | |
| Columbia Threadneedle COLUMBIA INCOME BUILDER INST | Other securities | — | — | $550K | 3.2% | |
| BlackRock LIFEPATH INDEX 2040 K | Other securities | — | — | $539K | 3.2% | |
| JPMorgan GOVERNMENT BOND R6 | U.S. Treasuries | — | — | $465K | 2.7% | |
| Western ASSET CORE BOND IS | Other securities | — | — | $434K | 2.5% | |
| MFS MID CAP GROWTH R6 | Mutual Funds | — | — | $417K | 2.4% | |
| iShares MSCI TOTAL INTERNATIONAL INDEX KBDOKX | Other securities | — | — | $388K | 2.3% | |
| BlackRock LIFEPATH INDEX 2055 K | Other securities | — | — | $373K | 2.2% | |
| iShares RUSSELL MID-CAP INDEX K | Other securities | — | — | $322K | 1.9% | |
| Receivable Corrective Contributions Receivable 0 | Other securities | — | — | $294K | 1.7% | |
| iShares RUSSELL 2000 SMALL-CAP INDEX K | Common Collective Trusts | — | — | $288K | 1.7% | |
| Janus HENDERSON TRITON N | Mutual Funds | — | — | $277K | 1.6% | |
| GOLDMAN SACHS STABLE VALUE INST CL EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0479087 / PN 000 | Common Collective Trust | — | — | $244K | 1.4% | |
| PGIM HIGH-YIELD R6 | Other securities | — | — | $232K | 1.4% | |
| iShares MSCI EAFE INTERNATIONAL INDEX K | Other securities | — | — | $226K | 1.3% | |
| PIMCO REAL RETURN INSTL | Mutual Funds | — | — | $196K | 1.2% | |
| INVESCO GLOBAL R6 | Mutual Funds | — | — | $183K | 1.1% | |
| Goldman Sachs GOLDMAN SACHS STABLE VALUE INST CL 1 | Stable Value | — | — | $165K | 1.0% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $162K | 0.9% | |
| Identity Description of Investment Cost Current Value T. Rowe Price T. ROWE PRICE BALANCED FUND | Other securities | — | — | $156K | 0.9% | |
| MFS INTERNATIONAL GROWTH R6 | Mutual Funds | — | — | $149K | 0.9% | |
| BlackRock LIFEPATH INDEX 2060 K | Other securities | — | — | $111K | 0.6% | |
| American Funds AMERICAN FUNDS WASHINGTON MUTUAL R6 | Mutual Funds | — | — | $93K | 0.5% | |
| Templeton FOREIGN R6 | Mutual Funds | — | — | $88K | 0.5% | |
| T. Rowe Price T. ROWE PRICE SPECTRUM MOD GRWTH ALLC ITGIPX | Other securities | — | — | $80K | 0.5% | |
| Participant Loans Interest rates are 5.25% to 10.50% 0 | Bonds / Notes | — | — | $79K | 0.5% | |
| Goldman Sachs Forfeiture Account | Other securities | — | — | $79K | 0.5% | |
| Allspring SPECIAL SMALL CAP VALUE R6 | Other securities | — | — | $66K | 0.4% | |
| Delaware IVY SYSTEMATIC EMERG MRKT EQ I | Other securities | — | — | $55K | 0.3% | |
| Hartford GROWTH OPPORTUNITIES R6 | Other securities | — | — | $53K | 0.3% | |
| Oakmark INTERNATIONAL SMALL CAP INSTL | Other securities | — | — | $42K | 0.2% |
