MILLENNIUM INVESTMENT
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
61
Active participants
29,199
Total plan assets
$1.6B
Filings (rows)
61
Direct comp
$579K
Indirect comp
$7K
Aggregating 8 name variants under "MILLENNIUM INVESTMENT"
SERVICES PROVIDED
Advisor / Consultant34
Other24
Accountant / Auditor2
Broker1
Top plans served
All 61 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CENTERS FOR ADVANCED ORTHOPAEDICS, LLC CENTERS FOR ADVANCED ORTHOPAEDICS, LLC 401(K) PROFIT SHARING PLAN | BETHESDA, MD | Other 3(21) | 1,859 | $159.1M | $20K |
| CENTERS FOR ADVANCED ORTHOPAEDICS, LLC CENTERS FOR ADVANCED ORTHOPAEDICS, LLC 401(K) PROFIT SHARING PLAN | BETHESDA, MD | Other 3(21) | 1,816 | $128.0M | $26K |
| ACUITY INTERNATIONAL, LLC ACUITY INTERNATIONAL RETIREMENT PLAN | RESTON, VA | Advisor / Consultant INVESTMENT ADVISOR | 1,554 | $117.3M | $23K |
| ACUITY INTERNATIONAL, LLC ACUITY INTERNATIONAL RETIREMENT PLAN | RESTON, VA | Advisor / Consultant INVESTMENT ADVISOR | 1,376 | $108.8M | $8K |
| ACUITY INTERNATIONAL, LLC ACUITY INTERNATIONAL RETIREMENT PLAN | RESTON, VA | Advisor / Consultant INVESTMENT ADVISOR | 1,376 | $108.8M | $8K |
| ENCORE REHABILITATION, INC. ENCORE REHABILITATION, INC 401(K) PLAN | DECATUR, AL | Other RETAINED BY EMPLOYER | 1,250 | $47.6M | $8K |
| OKLAHOMA BLOOD INSTITUTE OKLAHOMA BLOOD INSTITUTE 401(K) PLAN | OKLAHOMA CITY, OK | Advisor / Consultant 3(38) INVESTMENT MANAGER | 888 | $43.3M | $9K |
| ENCORE REHABILITATION, INC. ENCORE REHABILITATION, INC 401(K) PLAN | DECATUR, AL | Other RETAINED BY EMPLOYER | 1,214 | $40.4M | $7K |
| EASTERN NEPHROLOGY ASSOCIATES PLLC EASTERN NEPHROLOGY ASSOCIATES, PLLC 401(K) & PROFIT SHARING PLAN | GREENVILLE, NC | Other NONE | 205 | $38.0M | $20K |
| OKLAHOMA BLOOD INSTITUTE OKLAHOMA BLOOD INSTITUTE 401(K) PLAN | OKLAHOMA CITY, OK | Advisor / Consultant 3(38) INVESTMENT MANAGER | 903 | $37.7M | $11K |
| JONES SIGN CO., INC. JONES SIGN CO., INC. 401(K) PLAN AND TRUST | DE PERE, WI | Advisor / Consultant INVESTMENT ADVISOR | 314 | $35.1M | $16K |
| EASTERN NEPHROLOGY ASSOCIATES PLLC EASTERN NEPHROLOGY ASSOCIATES, PLLC 401(K) & PROFIT SHARING PLAN | GREENVILLE, NC | Other NONE | 203 | $33.6M | $20K |
| GENERAL PLUMBING SUPPLY, INC. GENERAL PLUMBING SUPPLY, INC. RETIREMENT AND 401(K) PLAN | EDISON, NJ | Other RETAINED BY EMPLOYER | 401 | $33.0M | $5K |
| ENCORE REHABILITATION, INC. ENCORE REHABILITATION, INC 401(K) PLAN | DECATUR, AL | Other RETAINED BY EMPLOYER | 1,305 | $33.0M | $7K |
| RALEIGH MEDICAL GROUP, P.A. RALEIGH MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN | RALEIGH, NC | Other NONE | 298 | $32.0M | $38K |
| GERKEN MATERIALS, INC. GERKEN RETIREMENT SAVINGS PLAN | NAPOLEON, OH | Other AUTOMATIC IRA ROLLOVER PR | 381 | $31.4M | $10K |
| THE GOVERNOR AND COMPANY OF THE BANK OF IRELAND BANK OF IRELAND GROUP U.S. 401(K) SAVINGS PLAN | STAMFORD, CT | Advisor / Consultant RIA | 35 | $31.0M | $6K |
| THE GOVERNOR AND COMPANY OF THE BANK OF IRELAND BANK OF IRELAND GROUP U.S. 401(K) SAVINGS PLAN | STAMFORD, CT | Advisor / Consultant RIA | 38 | $30.8M | $6K |
| JONES SIGN CO., INC. JONES SIGN CO., INC. 401(K) PLAN AND TRUST | DE PERE, WI | Advisor / Consultant INVESTMENT ADVISOR | 338 | $29.0M | $12K |
| GENERAL PLUMBING SUPPLY, INC. GENERAL PLUMBING SUPPLY, INC. RETIREMENT AND 401(K) PLAN | EDISON, NJ | Other RETAINED BY EMPLOYER | 355 | $28.9M | $11K |
| EASTERN NEPHROLOGY ASSOCIATES PLLC EASTERN NEPHROLOGY ASSOCIATES, PLLC 401(K) & PROFIT SHARING PLAN | GREENVILLE, NC | Other NONE | 193 | $28.1M | $20K |
| RALEIGH MEDICAL GROUP, P.A. RALEIGH MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN | RALEIGH, NC | Other NONE | 251 | $27.8M | $30K |
| FRIENDSHIP PUBLIC CHARTER SCHOOL FRIENDSHIP PUBLIC CHARTER SCHOOL 403(B) PLAN | WASHINGTON, DC | Advisor / Consultant INVESTMENT ADVISOR | — | $27.8M | $5K |
| FIDELITY DEPOSIT & DISCOUNT BANK FIDELITY DEPOSIT & DISCOUNT BANK PROFIT SHARING PLAN | SCRANTON, PA | Other RETAINED BY EMPLOYER | 292 | $25.3M | $9K |
| JONES SIGN CO., INC. JONES SIGN CO., INC. 401(K) PLAN AND TRUST | DE PERE, WI | Advisor / Consultant INVESTMENT ADVISOR | 401 | $22.4M | $11K |
| FIDELITY DEPOSIT & DISCOUNT BANK FIDELITY DEPOSIT & DISCOUNT BANK PROFIT SHARING PLAN | SCRANTON, PA | Other RETAINED BY EMPLOYER | 280 | $21.9M | $9K |
| OWL CYBER DEFENSE SOLUTIONS, LLC OWL CYBER DEFENSE SOLUTIONS, LLC RETIREMENT PLAN | DANBURY, CT | Advisor / Consultant INVESTMENT MANAGER | 175 | $21.3M | $12K |
| GERKEN MATERIALS, INC. GERKEN RETIREMENT SAVINGS PLAN | NAPOLEON, OH | Other | 231 | $18.8M | — |
| OWL CYBER DEFENSE SOLUTIONS, LLC OWL CYBER DEFENSE SOLUTIONS, LLC RETIREMENT PLAN | DANBURY, CT | Advisor / Consultant INVESTMENT MANAGER | 208 | $18.3M | $6K |
| COKEVA INC COKEVA, INC. 401(K) RETIREMENT PLAN | ROSEVILLE, CA | Other RETAINED BY EMPLOYER | 227 | $17.8M | $43K |
| COKEVA INC COKEVA, INC. 401(K) RETIREMENT PLAN | ROSEVILLE, CA | Other RETAINED BY EMPLOYER | 222 | $15.5M | $43K |
| SWIMWEAR ANYWHERE, INC. SWIMWEAR ANYWHERE, INC. 401(K) PROFIT SHARING PLAN | FARMINGDALE, NY | Advisor / Consultant RIA | 105 | $13.4M | $5K |
| SWIMWEAR ANYWHERE, INC. SWIMWEAR ANYWHERE, INC. 401(K) PROFIT SHARING PLAN | FARMINGDALE, NY | Advisor / Consultant RIA | 107 | $12.7M | $5K |
| MEASURABL, INC. MEASURABL, INC. 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant RIA | 122 | $12.6M | $0 |
| BLACK PEARL EDUCATIONAL SERVICES, LLC BLACK PEARL EDUCATIONAL SERVICES, LLC 401(K) PLAN | BYRON CENTER, MI | Advisor / Consultant RIA | 153 | $12.5M | $3K |
| WESTMINSTER-CANTERBURY OF WINCHESTER, INC SHENANDOAH VALLEY WESTMINSTER-CANTERBURY 403(B) RETIREMENT PLAN | WINCHESTER, VA | Advisor / Consultant CONSULTANT | 347 | $12.4M | $8K |
| BLACK PEARL EDUCATIONAL SERVICES, LLC BLACK PEARL EDUCATIONAL SERVICES, LLC 401(K) PLAN | BYRON CENTER, MI | Advisor / Consultant RIA | 133 | $12.2M | $0 |
| MEASURABL, INC. MEASURABL, INC. 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant RIA | 183 | $11.3M | $3K |
| SWIMWEAR ANYWHERE, INC. SWIMWEAR ANYWHERE, INC. 401(K) PROFIT SHARING PLAN | FARMINGDALE, NY | Advisor / Consultant RIA | 92 | $11.0M | $4K |
| WESTMINSTER-CANTERBURY OF WINCHESTER, INC SHENANDOAH VALLEY WESTMINSTER-CANTERBURY 403(B) RETIREMENT PLAN | WINCHESTER, VA | Advisor / Consultant CONSULTANT | 315 | $10.7M | $6K |
| KBP BRANDS, LLC KBP BRANDS, 401(K) PLAN | LEAWOOD, KS | Other SERVICE PROVIDER | 4,823 | $10.5M | $2K |
| MORTGAGE EQUITY PARTNERS, LLC MORTGAGE EQUITY PARTNERS RETIREMENT PLAN | LYNNFIELD, MA | Advisor / Consultant RIA | 162 | $10.4M | $8K |
| DSR AUTO MANAGEMENT LLC DSR AUTO MANAGEMENT 401(K) PLAN | SACO, ME | Other OTHER | 359 | $10.2M | $2K |
| WESTMINSTER-CANTERBURY OF WINCHESTER, INC SHENANDOAH VALLEY WESTMINSTER-CANTERBURY 403(B) RETIREMENT PLAN | WINCHESTER, VA | Advisor / Consultant CONSULTANT | 288 | $8.9M | $6K |
| E & F MANAGEMENT, LLC E & F MANAGEMENT, LLC 401(K) PLAN | ST. EDWARD, NE | Advisor / Consultant RIA | 201 | $8.4M | $3K |
| RONILE, INC. RONILE, INC. AND SUBSIDIARIES SAVINGS AND RETIREMENT PLAN | ROCKY MOUNT, VA | Accountant / Auditor ACCOUNTANT | 61 | $8.3M | $12K |
| RONILE, INC. RONILE, INC. AND SUBSIDIARIES SAVINGS AND RETIREMENT PLAN | ROCKY MOUNT, VA | Accountant / Auditor ACCOUNTANT | 105 | $8.0M | $12K |
| E & F MANAGEMENT, LLC E & F MANAGEMENT, LLC 401(K) PLAN | ST. EDWARD, NE | Advisor / Consultant RIA | 242 | $7.8M | $4K |
| TICKET EVOLUTION, INC. TICKET EVOLUTION, INC. 401(K) PLAN | ATLANTA, GA | Advisor / Consultant RIA | 90 | $6.5M | $0 |
| MEASURABL, INC. MEASURABL, INC. 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant RIA | 219 | $6.5M | $2K |
| E & F MANAGEMENT, LLC E & F MANAGEMENT, LLC 401(K) PLAN | ST. EDWARD, NE | Advisor / Consultant RIA | 211 | $5.0M | $2K |
| LORENZO FOOD GROUP INC LORENZO FOOD GROUP INC 401(K) PLAN PROFIT SHARING PLAN AND TRUST | ENGLEWOOD, NJ | Advisor / Consultant RIA | 433 | $4.9M | — |
| GERKEN MATERIALS, INC. GERKEN RETIREMENT SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | NAPOLEON, OH | Broker BROKER | 160 | $3.4M | $907 |
| LIFE BENEFIT PLAN LIFE BENEFIT PLAN MEMBER 401(K) PLAN | BROOKLYN, NY | Other NONE | 325 | $3.3M | $8K |
| LIFE BENEFIT PLAN LIFE BENEFIT PLAN MEMBER 401(K) PLAN | BROOKLYN, NY | Other NONE | 352 | $3.0M | $6K |
| LIFE BENEFIT PLAN LEAGUE MEMBER 401(K) PLAN | BROOKLYN, NY | Other NONE | 338 | $2.5M | $8K |
| LASER HOLDINGS, LLC LASER HOLDINGS, LLC 401(K) P/S PLAN | SUFFERN, NY | Other NONE | 259 | $2.3M | $7K |
| THE MOST WORSHIPFUL GRAND LODGE OF F & AM OF FLORIDA THE MOST WORSHIPFUL GRAND LODGE F & AM OF FLORIDA EMPLOYEE PLAN AND TRUST | JACKSONVILLE, FL | Advisor / Consultant RIA | 59 | $2.2M | $747 |
| THE MOST WORSHIPFUL GRAND LODGE OF F & AM OF FLORIDA THE MOST WORSHIPFUL GRAND LODGE F & AM OF FLORIDA EMPLOYEE PLAN AND TRUST | JACKSONVILLE, FL | Advisor / Consultant RIA | 58 | $1.9M | $786 |
| LASER HOLDINGS, LLC LASER HOLDINGS, LLC 401(K) P/S PLAN | SUFFERN, NY | Advisor / Consultant INVESTMENT ADVISOR | 198 | $1.7M | $3K |
| GARDEN STATE ELDERCARE, LLC GARDEN STATE ELDERCARE 401(K) PLAN | SOUTH ORANGE, NJ | Advisor / Consultant REG INV ADVISORY | 110 | $502K | $0 |