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Original filing (PDF)20250731174344NAL0014000658001
M&C HOTEL INTERESTS, INC.
Form 5500
FILING_RECEIVED
MILLENNIUM 401(K) PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
420
Accounts w/ balance
1,041
Plan assets (EOY)
$50.9M
Net assets (EOY)
$50.9M
How this plan invests
This plan
48 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
86
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "EM POWER M ODERATE Custom Fund of Funds" is 29% of plan.
- 40 bps in Schedule C fees — 151% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for M&C HOTEL INTERESTS, INC..
Plan sponsor
Name
M&C HOTEL INTERESTS, INC.
EIN
84-1184493
Address
7900 EAST UNION AVENUE · SUITE 500 · DENVER, CO · 80237
Phone
(303) 565-7136
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KFINANCIAL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $97K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $49K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| K FINANCIAL INC | — | LOUISVILLE, CO | AUDITOR | $18K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALVAREZ & MARSAL HOLDINGS LLC DBA A | — | GREENWOOD VILLAGE, CO | NONE | $27K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
Investments
47 direct securities· $50.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EM POWER M ODERATE Custom Fund of Funds | — | — | — | $14.6M | 28.6% | |
| PIM CO STOCKSPLUS ABSOLUTE RETURN INST Registered Investment Company | — | — | — | $6.2M | 12.3% | |
| JANUS FORTY I Registered Investment Company | — | — | — | $4.2M | 8.1% | |
| EM POWER SELECT GUARANTEED FUND Fixed Annuity | — | — | — | $2.7M | 5.3% | |
| ISHARES S&P 500 INDEX INSTITUTIONAL Registered Investment Company | — | — | — | $2.2M | 4.4% | |
| AM ERICAN FUNDS 2040 TRGT DATE RETIRE R6 Registered Investment Company | — | — | — | $1.8M | 3.6% | |
| PGIM TOTAL RETURN BOND R6 Registered Investment Company | — | — | — | $1.6M | 3.1% | |
| AM ERICAN FUNDS 2035 TRGT DATE RETIRE R6 Registered Investment Company | — | — | — | $1.5M | 3.0% | |
| VIRTUS KAR SM ALL CAP GROWTH I Registered Investment Company | — | — | — | $1.4M | 2.7% | |
| AM ERICAN FUNDS 2030 TRGT DATE RETIRE R6 Registered Investment Company | — | — | — | $1.3M | 2.6% | |
| AM ERICAN FUNDS 2020 TRGT DATE RETIRE R6 Registered Investment Company | — | — | — | $1.2M | 2.3% | |
| EM POWER SELF DIRECTED BROKERAGE Self-Directed Brokerage Accounts | — | — | — | $1.1M | 2.2% | |
| AM ERICAN FUNDS 2015 TRGT DATE RETIRE R6 Registered Investment Company | — | — | — | $1.1M | 2.1% | |
| VANGUARD M ID CAP INDEX ADM Registered Investment Company | — | — | — | $1.1M | 2.1% | |
| AM ERICAN FUNDS 2025 TRGT DATE RETIRE R6 Registered Investment Company | — | — | — | $810K | 1.6% | |
| FIRST EAGLE OVERSEAS I Registered Investment Company | — | — | — | $758K | 1.5% | |
| INVESCO GOLD & SPECIAL M INERALS Y Registered Investment Company | — | — | — | $599K | 1.2% | |
| VANGUARD INTERM -TM GOVT BD IDX ADM IRAL Registered Investment Company | — | — | — | $551K | 1.1% | |
| AM ERICAN FUNDS NEW WORLD R6 Registered Investment Company | — | — | — | $487K | 1.0% | |
| AM ERICAN FUNDS 2045 TRGT DATE RETIRE R6 Registered Investment Company | — | — | — | $447K | 0.9% | |
| AM ERICAN FUNDS 2050 TRGT DATE RETIRE R6 Registered Investment Company | — | — | — | $432K | 0.8% | |
| COLUM BIA DIVIDEND INCOM E INSTL 2 Registered Investment Company | — | — | — | $417K | 0.8% | |
| AM ERICAN FUNDS 2055 TRGT DATE RETIRE R6 Registered Investment Company | — | — | — | $409K | 0.8% | |
| EM POWER M ULTI-SECTOR BOND INST Registered Investment Company | — | — | — | $363K | 0.7% | |
| PIM CO STOCKSPLUS SHORT INSTITUTIONAL Registered Investment Company 5 T. ROWE PRICE SCIENCE & TECH I Registered Investment Company | — | — | — | $351K | 0.7% | |
| VANGUARD SM ALL CAP INDEX ADM Registered Investment Company | — | — | — | $344K | 0.7% | |
| CLEARBRIDGE INTERNATIONAL GROWTH I Registered Investment Company | — | — | — | $305K | 0.6% | |
| AM ERICAN FUNDS 2060 TARGET DATE RET R6 Registered Investment Company | — | — | — | $304K | 0.6% | |
| FIRST EAGLE GLOBAL I Registered Investment Company | — | — | — | $239K | 0.5% | |
| PARTICIPANT LOANS Interest rates ranging from 3.25% to 8.50% | — | — | — | $214K | 0.4% | |
| PIM CO INT BOND (USD-HEDGED) INST Registered Investment Company | — | — | — | $196K | 0.4% | |
| BLACKROCK HEALTH SCIENCES OPPS INST Registered Investment Company | — | — | — | $190K | 0.4% | |
| PGIM HIGH-YIELD Q Registered Investment Company | — | — | — | $155K | 0.3% | |
| FIDELITY SELECT BROKERAGE & INVM T M GM T Registered Investment Company | — | — | — | $151K | 0.3% | |
| PARNASSUS CORE EQUITY - INST Registered Investment Company | — | — | — | $146K | 0.3% | |
| VANGUARD LONG-TERM GOVERNM ENT BD IDX Registered Investment Company | — | — | — | $136K | 0.3% | |
| NUVEEN REAL ESTATE SECURITIES SELECT R6 Registered Investment Company | — | — | — | $106K | 0.2% | |
| FIDELITY ADVISOR EM ERGING ASIA Z Registered Investment Company | — | — | — | $100K | 0.2% | |
| PIM CO COM M ODITY REAL RET STRAT INSTL Registered Investment Company | — | — | — | $99K | 0.2% | |
| M FS EM ERGING M ARKETS DEBT R6 Registered Investment Company | — | — | — | $86K | 0.2% | |
| COLUM BIA SELIGM AN TECH & INFO INST3 Registered Investment Company | — | — | — | $86K | 0.2% | |
| BLACKROCK NATURAL RESOURCES INSTL Registered Investment Company | — | — | — | $83K | 0.2% | |
| COLUM BIA SM ALL CAP VALUE II INSTL Registered Investment Company | — | — | — | $83K | 0.2% | |
| FRANKLIN UTILITIES Registered Investment Company | — | — | — | $36K | <0.1% | |
| JPM ORGAN M ID CAP GROWTH R6 Registered Investment Company | — | — | — | $25K | <0.1% | |
| TORTOISE ENGY INFRASTRUCTURE TOT RT INST Registered Investment Company | — | — | — | $7K | <0.1% | |
| NUANCE M ID CAP VALUE Z Registered Investment Company | — | — | — | $4K | <0.1% |
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