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
    CA · 1 plan(s)
  2. 2
    NC · 1 plan(s)
  3. 3
  4. 4
    WI · 1 plan(s)
  5. 5
  6. 6
    VA · 1 plan(s)
  7. 7
    VA · 1 plan(s)
  8. 8
    AL · 1 plan(s)
  9. 9
  10. 10
    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)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Cokeva IncCokeva, Inc. 401(K) Retirement Plan2023$43,288not reported in the loaded dataset
Raleigh Medical Group, P.A.Raleigh Medical Group, P.A. 401(K) Profit Sharing Plan2023$37,500not reported in the loaded dataset
Centers For Advanced Orthopaedics, LLCCenters For Advanced Orthopaedics, LLC 401(K) Profit Sharing Plan2023$19,622not reported in the loaded dataset
Jones Sign Co., Inc.Jones Sign Co., Inc. 401(K) Plan And Trust2023$12,237not reported in the loaded dataset
Fidelity Deposit & Discount BankFidelity Deposit & Discount Bank Profit Sharing Plan2023$9,187not reported in the loaded dataset
Acuity International, LLCAcuity International Retirement Plan2023$7,500not reported in the loaded dataset
Acuity International, LLCAcuity International Retirement Plan2023$7,500not reported in the loaded dataset
Encore Rehabilitation, Inc.Encore Rehabilitation, Inc 401(K) Plan2023$6,875not reported in the loaded dataset
Westminster-Canterbury Of Winchester, IncShenandoah Valley Westminster-Canterbury 403(B) Retirement Plan2023$6,403not reported in the loaded dataset
General Plumbing Supply, Inc.General Plumbing Supply, Inc. Retirement And 401(K) Plan2023$5,482not reported in the loaded dataset
Dsr Auto Management LLCDsr Auto Management 401(K) Plan2023$2,310$0

Related Form 5500 pages