Retirement plan

MILLENNIUM BROKERAGE GROUP, LLC 401(K) PROFIT SHARING PLAN

Name: MILLENNIUM BROKERAGE GROUP, LLC - MILLENNIUM BROKERAGE GROUP, LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: MILLENNIUM BROKERAGE GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MILLENNIUM BROKERAGE GROUP, LLC 401(K) PROFIT SHARING PLAN, MILLENNIUM BROKERAGE GROUP, LLC

MILLENNIUM BROKERAGE GROUP, LLCEIN 62-1770469Plan #001PY 2025

725 COOL SPRINGS BLVD., SUITE 600 - FRANKLIN, TN 37067615-259-9355mbgnow.comLinkedIn51-200 employeesinsurance

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.8M

+12.4% from 2024

Total participants

-7.4% from 2024

Average account balance

$191,549

+21.4% from 2024

Annual return

12.51%

+2.60 pp from 2024

Benchmarks

See 13,762 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,762 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.79M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$192K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

147.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$163K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.51%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$7177

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$179K

$10555 / participant

Other / not subdivided$179K100.0%

% of EOY assets

3.747%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$191,549

$182,442+5.0%

$163,379+17.2%

$138,895+37.9%

Participation rate

100.0%

79.8%+20.2pp

76.8%+23.2pp

79.9%+20.1pp

Annual return

12.51%

72.74%-60.2pp

63.41%-50.9pp

145.39%-132.9pp

Employer contribution / active EE

$3,121

$4,159-25.0%

$3,752-16.8%

$4,194-25.6%

Participant deferral / active EE

$6,457

$6,817-5.3%

$6,282+2.8%

$6,396+0.9%

Admin fee / account holder

$7,177

$10,396-31.0%

$9,818-26.9%

$12,562-42.9%

MILLENNIUM BROKERAGE GROUP, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MILLENNIUM BROKERAGE GROUP, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion