AUMdb

Millennium 401(k) Plan

Sponsored by M&C Hotel Interests, Inc. · EIN 841184493 · Plan #003

Total assets
$50.9M
Net assets
$50.9M
Active participants
420
With balances
1,041

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees, Recordkeeping, Participant loan processing $97,364
Morgan Stanley Investment advisory (plan) $49,286
Alvarez & Marsal Holdings Llc Dba A Consulting (general) $27,403
K Financial Inc Accounting $18,000
Empower Advisory Group, Llc Investment management $12,474