AUMdb

Millennium Physicians Association, Pllc 401(k) Plan

Sponsored by Millennium Physicians Association, Pllc · EIN 760528826 · Plan #002

Total assets
$17.1M
Net assets
$17.1M
Active participants
379
With balances
258

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024
Empower Advisory Group, Llc CRD 112058 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Ann Ins Company Recordkeeping fees $52,427
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $32,745
Empower Advisor Group Investment management $15,628
Ascensus Holdings Inc Dba Contract administrator $9,225