Plan5500

Millennium Investment & Retirement — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Millennium Investment & Retirement is reported as a service provider on 11 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 11 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $157,904 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$157.9KDirect + indirect, across loaded filings$157,904
Plans served11
Plan sponsors11
Filings11
Direct vs. indirect compensation
Direct compensation$157.9K
Indirect compensation$0

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation27%Cokeva Inc
Top state share of plans27%VA
Plan sponsors served11
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Millennium Investment & Retirement. Bars show relative scale.

  1. 1
    Cokeva Inc$43.3K
    CA · 1 plan(s)
  2. 2
    Raleigh Medical Group, P.A.$37.5K
    NC · 1 plan(s)
  3. 3
    Centers For Advanced Orthopaedics, LLC$19.6K
    MD · 1 plan(s)
  4. 4
    Jones Sign Co., Inc.$12.2K
    WI · 1 plan(s)
  5. 5
    Fidelity Deposit & Discount Bank$9.2K
    PA · 1 plan(s)
  6. 6
    Acuity International, LLC$7.5K
    VA · 1 plan(s)
  7. 7
    Acuity International, LLC$7.5K
    VA · 1 plan(s)
  8. 8
    Encore Rehabilitation, Inc.$6.9K
    AL · 1 plan(s)
  9. 9
    Westminster-Canterbury Of Winchester, Inc$6.4K
    VA · 1 plan(s)
  10. 10
    General Plumbing Supply, Inc.$5.5K
    NJ · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Millennium Investment & Retirement are sponsored, by plan count.

  1. 1
    VA3 plan(s)
  2. 2
    CA1 plan(s)
  3. 3
    MD1 plan(s)
  4. 4
    ME1 plan(s)
  5. 5
    NC1 plan(s)
  6. 6
    NJ1 plan(s)
  7. 7
    PA1 plan(s)
  8. 8
    AL1 plan(s)
  9. 9
    WI1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Cokeva, Inc. 401(K) Retirement Plan$43.3K
    Cokeva Inc, CA · Direct $43.3K · 2023
  2. 2
    Raleigh Medical Group, P.A. 401(K) Profit Sharing Plan$37.5K
    Raleigh Medical Group, P.A., NC · Direct $37.5K · 2023
  3. 3
    Centers For Advanced Orthopaedics, LLC 401(K) Profit Sharing Plan$19.6K
    Centers For Advanced Orthopaedics, LLC, MD · Direct $19.6K · 2023
  4. 4
    Jones Sign Co., Inc. 401(K) Plan And Trust$12.2K
    Jones Sign Co., Inc., WI · Direct $12.2K · 2023
  5. 5
    Fidelity Deposit & Discount Bank Profit Sharing Plan$9.2K
    Fidelity Deposit & Discount Bank, PA · Direct $9.2K · 2023
  6. 6
    Acuity International Retirement Plan$7.5K
    Acuity International, LLC, VA · Direct $7.5K · 2023
  7. 7
    Acuity International Retirement Plan$7.5K
    Acuity International, LLC, VA · Direct $7.5K · 2023
  8. 8
    Encore Rehabilitation, Inc 401(K) Plan$6.9K
    Encore Rehabilitation, Inc., AL · Direct $6.9K · 2023
  9. 9
    Shenandoah Valley Westminster-Canterbury 403(B) Retirement Plan$6.4K
    Westminster-Canterbury Of Winchester, Inc, VA · Direct $6.4K · 2023
  10. 10
    General Plumbing Supply, Inc. Retirement And 401(K) Plan$5.5K
    General Plumbing Supply, Inc., NJ · Direct $5.5K · 2023
  11. 11
    Dsr Auto Management 401(K) Plan$2.3K
    Dsr Auto Management LLC, ME · Direct $2.3K · Indirect $0 · 2023

Related Form 5500 pages