Millennium Software 401(k) Profit Sharing Plan & Trust
Sponsored by Millennium Software · EIN 383316472 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 517
- With balances
- 171
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $44,017 |
| Charles Schwab Trust Company | Custodial (securities), Direct payment from the plan | $5,215 |