Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MILLENNIUM MACHINERY
EIN 38-3549097machineryLatest filing 2025
Plans
2
Retirement
2
$9.4M assets
Welfare
0
Participants
57
4406 TECHNOLOGY DRIVE - SOUTH BEND, IN 46628574-472-7850citizenswiss.comLinkedIn11-50 employeesmachinery
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.4M assets / 57 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MILLENNIUM MACHINERY RETIREMENT PLAN
401k
Assets$6.2M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MILLENNIUM MACHINERY, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$3.2M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MILLENNIUM MACHINERY RETIREMENT PLAN | 401k | $6.2M | 41 | 2025 | |
| 003 | MILLENNIUM MACHINERY, INC. CASH BALANCE PENSION PLAN | CashBalance | $3.2M | 16 | 2024 |
Retirement plans