Plan Snapshot
- Plan Sponsor: Millennia Housing Management, Ltd.
- Sponsor EIN: 341816464
- Sponsor Address: 4000 KEY TOWER 127 PUBLIC SQUARE, CLEVELAND, OH, 44114
- Plan Type: 401(k)
- Total Participants: 1,988
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,988 | $4.0M | $0 | $546,597 |
| 2023 | 1,151 | $3.8M | $0 | $657,714 |
| 2022 | 1,181 | $3.7M | $0 | $643,836 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CLARK SCHAEFER & HACKET & CO | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $38,831 | $16,925 | — | — | — |
| 2023 | $40,827 | $17,147 | — | — | — |
| 2022 | $38,106 | $1,135 | — | — | — |