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Original filing (PDF)20251014181103NAL0001742339001
MILLENNIUM PHYSICIANS ASSOCIATION, PLLC
Form 5500
FILING_RECEIVED
MILLENNIUM PHYSICIANS ASSOCIATION, PLLC 401(K) PLAN
401(k) retirement plan
Active participants
379
Accounts w/ balance
258
Plan assets (EOY)
$17.1M
Net assets (EOY)
$17.1M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- 64 bps in Schedule C fees — 122% above peer band of 29 bps.
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILLENNIUM PHYSICIANS ASSOCIATION, PLLC.
Plan sponsor
Name
MILLENNIUM PHYSICIANS ASSOCIATION, PLLC
EIN
76-0528826
Address
9319 PINECROFT DRIVE, SUITE 100 · THE WOODLANDS, TX · 77380
Phone
(281) 726-3506
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
RILEY & COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANN INS COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $52K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $33K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC DBA | — | SAN DIEGO, CA | CONTRACT ADMIN | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISOR GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $16K | — |
Investments
40 direct securities · 1 pooled fund· $17.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$17.4M
40 holdings
Common Collective Trust
$244K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares S&P 500 INDEX K | — | — | — | $2.7M | 15.8% | |
| Vanguard TOTAL STOCK MKT IDX ADM | — | — | — | $1.4M | 8.0% | |
| BlackRock LIFEPATH INDEX 2030 K | — | — | — | $1.1M | 6.4% | |
| BlackRock LIFEPATH INDEX 2050 K | — | — | — | $1.1M | 6.2% | |
| Identity Description of Investment Cost Current Value BlackRock LIFEPATH INDEX RETIREMENT K | — | — | — | $767K | 4.5% | |
| Vanguard TOTAL INTL STOCK INDEX ADMIRAL | — | — | — | $745K | 4.4% | |
| Harbor CAPITAL APPRECIATION RETIREMENT | — | — | — | $707K | 4.1% | |
| BlackRock LIFEPATH INDEX 2045 K | — | — | — | $608K | 3.6% | |
| JPMorgan US EQUITY R6 | — | — | — | $602K | 3.5% | |
| Vanguard TOTAL WORLD STOCK INDEX ADMIRALVTWAX | — | — | — | $580K | 3.4% | |
| BlackRock LIFEPATH INDEX 2035 K | — | — | — | $565K | 3.3% | |
| Columbia Threadneedle COLUMBIA INCOME BUILDER INST | — | — | — | $550K | 3.2% | |
| BlackRock LIFEPATH INDEX 2040 K | — | — | — | $539K | 3.2% | |
| JPMorgan GOVERNMENT BOND R6 | — | — | — | $465K | 2.7% | |
| Western ASSET CORE BOND IS | — | — | — | $434K | 2.5% | |
| MFS MID CAP GROWTH R6 | — | — | — | $417K | 2.4% | |
| iShares MSCI TOTAL INTERNATIONAL INDEX KBDOKX | — | — | — | $388K | 2.3% | |
| BlackRock LIFEPATH INDEX 2055 K | — | — | — | $373K | 2.2% | |
| iShares RUSSELL MID-CAP INDEX K | — | — | — | $322K | 1.9% | |
| Receivable Corrective Contributions Receivable 0 | — | — | — | $294K | 1.7% | |
| iShares RUSSELL 2000 SMALL-CAP INDEX K | — | — | — | $288K | 1.7% | |
| Janus HENDERSON TRITON N | — | — | — | $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 | — | — | — | $232K | 1.4% | |
| iShares MSCI EAFE INTERNATIONAL INDEX K | — | — | — | $226K | 1.3% | |
| PIMCO REAL RETURN INSTL | — | — | — | $196K | 1.2% | |
| INVESCO GLOBAL R6 | — | — | — | $183K | 1.1% | |
| Goldman Sachs GOLDMAN SACHS STABLE VALUE INST CL 1 | — | — | — | $165K | 1.0% | |
| MFS MID CAP VALUE R6 | — | — | — | $162K | 0.9% | |
| Identity Description of Investment Cost Current Value T. Rowe Price T. ROWE PRICE BALANCED FUND | — | — | — | $156K | 0.9% | |
| MFS INTERNATIONAL GROWTH R6 | — | — | — | $149K | 0.9% | |
| BlackRock LIFEPATH INDEX 2060 K | — | — | — | $111K | 0.6% | |
| American Funds AMERICAN FUNDS WASHINGTON MUTUAL R6 | — | — | — | $93K | 0.5% | |
| Templeton FOREIGN R6 | — | — | — | $88K | 0.5% | |
| T. Rowe Price T. ROWE PRICE SPECTRUM MOD GRWTH ALLC ITGIPX | — | — | — | $80K | 0.5% | |
| Participant Loans Interest rates are 5.25% to 10.50% 0 | — | — | — | $79K | 0.5% | |
| Goldman Sachs Forfeiture Account | — | — | — | $79K | 0.5% | |
| Allspring SPECIAL SMALL CAP VALUE R6 | — | — | — | $66K | 0.4% | |
| Delaware IVY SYSTEMATIC EMERG MRKT EQ I | — | — | — | $55K | 0.3% | |
| Hartford GROWTH OPPORTUNITIES R6 | — | — | — | $53K | 0.3% | |
| Oakmark INTERNATIONAL SMALL CAP INSTL | — | — | — | $42K | 0.2% |
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