# Millennium Partners Management L 401(k) Plan
Source: https://planprovider.pro/companies/millennium-partners-management-l-plan

> Millennium Partners Management L's 401(k) plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Millennium Partners Management L

- **Sponsor EIN:** 133946388

- **Sponsor Address:** 1995 BROADWAY, SUITE 1201, NEW YORK, NY, 10023

- **Plan Type:** 401(k)

- **Total Participants:** 123

- **Total Assets:** $29.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|123|$29.7M|$0|$1.3M|

| 2023|117|$25.2M|$0|$1.1M|

| 2022|120|$21.5M|$0|$1.1M|

## 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|

| MESIROW FINANCIAL INVESTMENT MANAGE|INVESTMENT/FINANCIAL ADVI|$13,167|—|$13,167|

| G.R. REID ASSOCIATES LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,167

- **Estimated Expense Ratio:** 0.044% 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|$16,867|$13,167|—|—|—|

| 2023|$14,626|$11,132|—|—|—|

| 2022|$14,315|—|—|—|—|

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