MILLENIUM ADVISORY
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
9
Active participants
14,814
Total plan assets
$2.6B
Filings (rows)
9
Direct comp
$2.1M
Indirect comp
$0
Aggregating 2 name variants under "MILLENIUM ADVISORY"
SERVICES PROVIDED
Advisor / Consultant6
Other3
Top plans served
All 9 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE GOVERNING BOARD OF THE PENNSYLVANIA ASSOCIATION OF PENNSYLVANIA ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | HARRISBURG, PA | Other INVESTMENT PROVIDER | 2,445 | $543.3M | $366K |
| INDEPENDENT COLLEGES OF INDIANA ASSOCIATION, INC ICI MULTIPLE EMPLOYER PLAN | INDIANAPOLIS, IN | Advisor / Consultant INVESTMENT ADVISOR | 2,971 | $480.6M | $510K |
| INDEPENDENT COLLEGES OF INDIANA ASSOCIATION, INC ICI MULTIPLE EMPLOYER PLAN | INDIANAPOLIS, IN | Advisor / Consultant INVESTMENT ADVISOR | 2,722 | $448.5M | $380K |
| THE GOVERNING BOARD OF THE PENNSYLVANIA ASSOCIATION OF PENNSYLVANIA ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | HARRISBURG, PA | Other INVESTMENT PROVIDER | 2,054 | $413.3M | $233K |
| INDEPENDENT COLLEGES OF INDIANA ASSOCIATION, INC ICI MULTIPLE EMPLOYER PLAN | INDIANAPOLIS, IN | Advisor / Consultant INVESTMENT ADVISOR | 2,684 | $408.7M | $367K |
| THE GOVERNING BOARD OF THE PENNSYLVANIA ASSOCIATION OF PENNSYLVANIA ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | HARRISBURG, PA | Other INVESTMENT PROVIDER | 1,360 | $252.5M | $208K |
| CAROLINA DAY SCHOOL, INC. CAROLINA DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | ASHEVILLE, NC | Advisor / Consultant ADVISOR | 187 | $16.2M | $28K |
| CAROLINA DAY SCHOOL, INC. CAROLINA DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | ASHEVILLE, NC | Advisor / Consultant ADVISOR | 168 | $15.0M | $23K |
| CAROLINA DAY SCHOOL, INC. CAROLINA DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | ASHEVILLE, NC | Advisor / Consultant ADVISOR | 223 | $13.0M | $23K |