Millennium Advisors, Inc. 401(k) Plan: Login, Facts & Contact Information

Millennium Advisors, Inc. 401(k) Plan Facts

Plan name
LIVING CARE LIFESTYLES 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MILLENNIUM ADVISORS, INC.
Participants
732 (393 active employees)
Former employees with a balance
343
Plan assets
$5,667,545 at Dec 31, 2024
Average account balance
$10,267 across 552 accounts
Employer contributions
$274,151 in plan year 2024 (31% of all contributions)
Recordkeeper
Transamerica Financial Life Insuran
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2015
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $900,314 went into the plan in contributions, $274,151 of it from the employer (31%).
  • $1.29 million was paid out to participants.
  • Investment and other income added $545,877.
  • Administrative expenses were $67,989, about $123 per account.

How the Millennium Advisors, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019282$2.29 million$238,855$51,408
2020523$3.57 million$381,854$209,001
2021638$4.83 million$410,880$230,298
2022678$4.41 million$341,575$704,040
2023648$5.58 million$365,015$420,306
2024732$5.67 million$274,151$1.29 million

Millennium Advisors, Inc. 401(k) Contact Information

Phone
206-441-1770
Mailing address
146 N CANAL ST STE 350, SEATTLE WA 981038652
Plan sponsor
MILLENNIUM ADVISORS, INC.
Employer identification number (EIN)
91-1644545
Plan number
002

Questions about the Millennium Advisors, Inc. 401(k)

Does Millennium Advisors, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $274,151, 31% of all contributions.

Does the Millennium Advisors, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Millennium Advisors, Inc 401(k) plan?

732 participants at the start of plan year 2024, 393 of them active employees, and 343 former employees who still had money in the plan.

What is the average 401(k) balance at Millennium Advisors, Inc?

About $10,267 per account: $5.67 million in plan assets across 552 accounts with a balance at the end of plan year 2024.

Who manages the Millennium Advisors, Inc 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA FINANCIAL LIFE INSURAN) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Millennium Advisors, Inc. How do I access my 401(k)?

Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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