MILLENNIUM ADVISORY SERVICES
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
52
Active participants
52,985
Total plan assets
$9.7B
Filings (rows)
52
Direct comp
$11.2M
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant36
Other16
Top plans served
All 52 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION SECTION 403(B) DEFINED CONTRIBUTION PLAN FOR TAX-EXEMPT COLLEGES AND UNIVERSITIES IN VIRGINIA | RICHMOND, VA | Advisor / Consultant INVESTMENT ADVISOR | 6,105 | $1.3B | $1.7M |
| THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION SECTION 403(B) DEFINED CONTRIBUTION PLAN FOR TAX-EXEMPT COLLEGES AND UNIVERSITIES IN VIRGINIA | RICHMOND, VA | Advisor / Consultant INVESTMENT ADVISOR | 5,562 | $1.1B | $1.4M |
| THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION SECTION 403(B) DEFINED CONTRIBUTION PLAN FOR TAX-EXEMPT COLLEGES AND UNIVERSITIES IN VIRGINIA | RICHMOND, VA | Advisor / Consultant INVESTMENT ADVISOR | 5,192 | $889.0M | $1.4M |
| IOWA INDEPENDENT HIGHER EDUCATION RESEARCH FOUNDATION IAICU MULTIPLE EMPLOYER PLAN | WEST DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISOR | 2,536 | $621.4M | $622K |
| IOWA INDEPENDENT HIGHER EDUCATION RESEARCH FOUNDATION IAICU MULTIPLE EMPLOYER PLAN | WEST DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISOR | 2,570 | $593.2M | $463K |
| GOVERNING COMMITTEE OF THE ILLINOIS INDEPENDENT COLLEGES AND UNIVERSI ILLINOIS INDEPENDENT COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | SPRINGFIELD, IL | Advisor / Consultant INVESTMENT ADVISOR | 1,567 | $503.5M | $400K |
| IOWA INDEPENDENT HIGHER EDUCATION RESEARCH FOUNDATION IAICU MULTIPLE EMPLOYER PLAN | WEST DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISOR | 2,137 | $496.0M | $348K |
| GOVERNING COMMITTEE OF THE ILLINOIS INDEPENDENT COLLEGES AND UNIVERSI ILLINOIS INDEPENDENT COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | SPRINGFIELD, IL | Advisor / Consultant INVESTMENT ADVISOR | 1,508 | $460.3M | $299K |
| THE GOVERNING BOARD OF THE MI INDEPENDENT COLLEGES AND UNIVERSITIES MICHIGAN INDEPENDENT COLLEGES AND UNIVERSITIES 403(B) MULTIPLE EMPLOYER PLAN | LANSING, MI | Advisor / Consultant ADVISOR | 1,396 | $334.9M | $318K |
| THE GOVERNING BOARD OF THE MI INDEPENDENT COLLEGES AND UNIVERSITIES MICHIGAN INDEPENDENT COLLEGES AND UNIVERSITIES 403(B) MULTIPLE EMPLOYER PLAN | LANSING, MI | Advisor / Consultant ADVISOR | 1,212 | $315.2M | $264K |
| THE GOVERNING BOARD OF THE MI INDEPENDENT COLLEGES AND UNIVERSITIES MICHIGAN INDEPENDENT COLLEGES AND UNIVERSITIES 403(B) MULTIPLE EMPLOYER PLAN | LANSING, MI | Advisor / Consultant ADVISOR | 1,221 | $287.7M | $277K |
| KETTERING UNIVERSITY KETTERING UNIVERSITY RETIREMENT PLAN | FLINT, MI | Other NONE | 348 | $201.1M | $75K |
| CAMPBELL UNIVERSITY CAMPBELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | BUIES CREEK, NC | Other NONE | 1,862 | $198.8M | $212K |
| KETTERING UNIVERSITY KETTERING UNIVERSITY RETIREMENT PLAN | FLINT, MI | Other NONE | 364 | $189.0M | $48K |
| CAMPBELL UNIVERSITY CAMPBELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | BUIES CREEK, NC | Other NONE | 1,805 | $187.6M | $185K |
| CAMPBELL UNIVERSITY CAMPBELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | BUIES CREEK, NC | Advisor / Consultant INVESTMENT MANAGEMENT | 1,184 | $166.7M | $178K |
| TENNESSEE INDEPENDENT COLLEGES AND UNIVERSITIES ASSOCIATION, INC. TICUA 403(B) DEFINED CONTRIBUTION PLAN | NASHVILLE, TN | Advisor / Consultant INVESTMENT ADVISOR | 1,238 | $150.3M | $239K |
| TENNESSEE INDEPENDENT COLLEGES AND UNIVERSITIES ASSOCIATION, INC. TICUA 403(B) DEFINED CONTRIBUTION PLAN | NASHVILLE, TN | Advisor / Consultant INVESTMENT ADVISOR | 1,392 | $140.0M | $153K |
| CEDARVILLE UNIVERSITY CEDARVILLE UNIVERSITY RETIREMENT SAVINGS PLAN | CEDARVILLE, OH | Other NONE | 782 | $111.0M | $281K |
| GEORGETOWN DAY SCHOOL, INC. GEORGETOWN DAY SCHOOL, INC. 403(B) RETIREMENT PLAN | WASHINGTON, DC | Advisor / Consultant ADVISOR | 357 | $106.2M | $75K |
| CEDARVILLE UNIVERSITY CEDARVILLE UNIVERSITY RETIREMENT SAVINGS PLAN | CEDARVILLE, OH | Other NONE | 747 | $98.7M | $291K |
| GEORGETOWN DAY SCHOOL, INC. GEORGETOWN DAY SCHOOL, INC. 403(B) RETIREMENT PLAN | WASHINGTON, DC | Advisor / Consultant ADVISOR | 378 | $93.4M | $20K |
| GEORGIA INDEPENDENT COLLEGE ASSOCIATION, INC GICA MULTIPLE EMPLOYER PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 821 | $90.8M | $105K |
| GEORGIA INDEPENDENT COLLEGE ASSOCIATION, INC GICA MULTIPLE EMPLOYER PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 860 | $87.2M | $47K |
| TENNESSEE INDEPENDENT COLLEGES AND UNIVERSITIES ASSOCIATION, INC. TICUA 403(B) DEFINED CONTRIBUTION PLAN | NASHVILLE, TN | Advisor / Consultant INVESTMENT ADVISOR | 723 | $83.6M | $147K |
| CEDARVILLE UNIVERSITY CEDARVILLE UNIVERSITY RETIREMENT SAVINGS PLAN | CEDARVILLE, OH | Other NONE | 706 | $81.9M | $292K |
| WINGATE UNIVERSITY WINGATE UNIVERSITY RETIREMENT PLAN | WINGATE, NC | Advisor / Consultant INVESTMENT ADVISOR | 615 | $74.0M | $73K |
| LINCOLN MEMORIAL UNIVERSITY LINCOLN MEMORIAL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | HARROGATE, TN | Other | 1,137 | $73.2M | $100K |
| LINCOLN MEMORIAL UNIVERSITY LINCOLN MEMORIAL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | HARROGATE, TN | Other | 1,050 | $64.6M | $76K |
| LENOIR-RHYNE UNIVERSITY RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIVERSITY | HICKORY, NC | Other NONE | 384 | $58.0M | $53K |
| LINCOLN MEMORIAL UNIVERSITY LINCOLN MEMORIAL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | HARROGATE, TN | Other | 937 | $56.1M | $77K |
| LENOIR-RHYNE UNIVERSITY RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIVERSITY | HICKORY, NC | Other NONE | 388 | $52.7M | $57K |
| TREVECCA NAZARENE UNIVERSITY TREVECCA NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | NASHVILLE, TN | Advisor / Consultant ADVISOR | 440 | $49.8M | $103K |
| TREVECCA NAZARENE UNIVERSITY TREVECCA NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | NASHVILLE, TN | Advisor / Consultant ADVISOR | 359 | $44.9M | $93K |
| MARS HILL UNIVERSITY MARS HILL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MARS HILL, NC | Advisor / Consultant ADVISOR | 253 | $41.2M | $85K |
| MARS HILL UNIVERSITY MARS HILL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MARS HILL, NC | Advisor / Consultant ADVISOR | 251 | $38.5M | $84K |
| MARS HILL UNIVERSITY MARS HILL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MARS HILL, NC | Advisor / Consultant ADVISOR | 239 | $36.1M | $104K |
| MARYVILLE COLLEGE MARYVILLE COLLEGE DEFINED CONTRIBUTION RETIREMENT | MARYVILLE, TN | Other | 197 | $34.2M | $66K |
| CAPE HENRY COLLEGIATE SCHOOL CAPE HENRY COLLEGIATE RETIREMENT PLAN | VIRGINIA BEACH, VA | Advisor / Consultant ADVISOR | 183 | $30.3M | $12K |
| CAPE HENRY COLLEGIATE SCHOOL CAPE HENRY COLLEGIATE RETIREMENT PLAN | VIRGINIA BEACH, VA | Advisor / Consultant ADVISOR | 178 | $26.1M | $10K |
| FLORIDA INDEPENDENT COLLEGE FUND ICUF MULTIPLE EMPLOYER PLAN | TALLAHASSEE, FL | Advisor / Consultant ADVISOR | 386 | $25.7M | $16K |
| SALEM ACADEMY AND COLLEGE SALEM ACADEMY AND COLLEGE FACULTY DEFINED CONTRIBUTION RETIREMENT PLAN | WINSTON-SALEM, NC | Advisor / Consultant ADVISOR PLAN | 67 | $24.2M | $13K |
| SALEM ACADEMY AND COLLEGE SALEM ACADEMY AND COLLEGE FACULTY DEFINED CONTRIBUTION RETIREMENT PLAN | WINSTON-SALEM, NC | Advisor / Consultant ADVISOR PLAN | 83 | $23.7M | $29K |
| SALEM ACADEMY AND COLLEGE SALEM ACADEMY AND COLLEGE FACULTY DEFINED CONTRIBUTION RETIREMENT PLAN | WINSTON-SALEM, NC | Advisor / Consultant ADVISOR PLAN | 59 | $23.6M | $19K |
| FLORIDA INDEPENDENT COLLEGE FUND ICUF MULTIPLE EMPLOYER PLAN | TALLAHASSEE, FL | Advisor / Consultant ADVISOR | 327 | $23.2M | $19K |
| MORNINGSIDE UNIVERSITY DEFINED 401(A) MORNINGSIDE UNIVERSITY DEFINED CONTRIBUTION RETIRE | SIOUX CITY, IA | Other | 164 | $22.8M | $16K |
| MORNINGSIDE UNIVERSITY DEFINED 401(A) MORNINGSIDE UNIVERSITY DEFINED CONTRIBUTION RETIRE | SIOUX CITY, IA | Other | 170 | $21.6M | $13K |
| THE HOWARD SCHOOL, INC. THE HOWARD SCHOOL, INC. 401(K) PLAN | ATLANTA, GA | Advisor / Consultant ADVISOR | 113 | $11.6M | $43K |
| THE HOWARD SCHOOL INC THE HOWARD SCHOOL, INC. 401(K) PLAN | ATLANTA, GA | Advisor / Consultant ADVISOR | 180 | $10.6M | $39K |
| SALEM ACADEMY AND COLLEGE SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN | WINSTON-SALEM, NC | Advisor / Consultant ADVISOR - INDIVIDUAL | 162 | $8.1M | $3K |
| SALEM ACADEMY AND COLLEGE SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN | WINSTON-SALEM, NC | Advisor / Consultant ADVISOR - INDIVIDUAL | 90 | $7.1M | $5K |
| MARYVILLE COLLEGE MARYVILLE COLLEGE DEFINED CONTRIBUTION RETIREMENT | MARYVILLE, TN | Other | 0 | — | $52K |