· 2022–2024 · DOL EFAST2

MILLENNIUM REAL ESTATE GROUP LLC — MILLENNIUM REAL ESTATE GROUP LLC SOCA BENEFIT PLAN, Form 5500 (2023)

Original filing (PDF)20240730141148NAL0020873137001

MILLENNIUM REAL ESTATE GROUP LLC

Form 5500-SF

FILING_RECEIVED

MILLENNIUM REAL ESTATE GROUP LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

0

Accounts w/ balance

—

Plan assets (EOY)

$0

Net assets (EOY)

$0

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILLENNIUM REAL ESTATE GROUP LLC.

Plan sponsor

Name

MILLENNIUM REAL ESTATE GROUP LLC

EIN

81-3210863all filings

Address

100 E WILSON BRIDGE RD · COLUMBUS, OH · 43085

Phone

(614) 636-0062

Industry

Real Estatesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-30

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

GMLB INVESTMENTS LLC

GMLB INVESTMENTS LLC DBA EXIT ELITE RLTY MEDOVA LIFESTYLE HEALTH PLAN

COMPSPRING, LLC

COMPSPRING, LLC 401(K) PROFIT SHARING PLAN

PAMELA ROSE AUCTION CO

PAMELA ROSE AUCTION CO SOCA BENEFIT PLAN

DIAMOND REALTY AND ASSOCIATES, L.L.C.

DIAMOND REALTY AND ASSOCIATES, L.L.C. RETIREMENT PLAN

REEF POINT REALTY, INC.

REEF POINT REALTY, INC. 401(K) PROFIT SHARING PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.