Plan Snapshot
- Plan Sponsor: Millennium Health, LLC
- Sponsor EIN: 261565558
- Sponsor Address: 16981 VIA TAZON SUITE F, SAN DIEGO, CA, 921270000
- Plan Type: 401(k)
- Total Participants: 932
- Total Assets: $48.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 932 | $48.1M | $996,521 | $4.0M |
| 2023 | 817 | $40.8M | $915,058 | $3.6M |
| 2022 | 469 | $32.5M | $602,566 | $2.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $50,705 | — | $50,705 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $25,298 | — | $25,298 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $6,663 | — | $6,663 |
| BAKER TILLY US | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- BAKER TILLY US — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,666
- Estimated Expense Ratio: 0.172% of plan assets
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 | $82,666 | $31,961 | — | — | — |
| 2023 | $53,283 | $33,141 | — | — | — |
| 2022 | $63,743 | $7,947 | — | — | — |