The Millennia Housing Management, Ltd. 401(k) Plan
Sponsored by Millennia Housing Management, Ltd. · EIN 341816464 · Plan #001
- Total assets
- $4.0M
- Net assets
- $3.8M
- Active participants
- 1,988
- With balances
- 152
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $21,906 |
| Cetera Investment Advisors Llc | Investment advisory (plan) | $15,454 |