Plan Snapshot
- Plan Sponsor: Millennium International Management LP
- Sponsor EIN: 133994985
- Sponsor Address: 399 PARK AVENUE, 10TH FLOOR, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 2,603
- Total Assets: $545.9M
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 | 2,603 | $545.9M | $8.3M | $62.4M |
| 2023 | 2,377 | $423.7M | $6.6M | $53.0M |
| 2022 | 2,079 | $309.9M | $6.3M | $41.8M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | $162,500 | — | $162,500 |
| ERNST & YOUNG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — INVESTMENT ADVISOR
- ERNST & YOUNG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $162,500
- Estimated Expense Ratio: 0.030% 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 | $90,241 | — | — | — | — |
| 2023 | $1,181 | — | — | — | — |
| 2022 | $73,321 | — | — | — | — |