# Millennium Health, LLC 401(k) Plan
Source: https://planprovider.pro/companies/millennium-health-llc-401k-plan

> Millennium Health, LLC's 401(k) plan: 932 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/epic-retirement-plan-services) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BAKER TILLY US](https://planprovider.pro/provider/baker-tilly-us-llp) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/millennium-health-llc-401k-plan)

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