Plans listing this provider
20
0.04% of the 56,420 plans with Schedule H financials; 18 in 2023
Providers › M Holdings Securities, Inc.
M Holdings Securities, Inc.
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $456,070
Assets of those plans
$715,684,495
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$456,070
71% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 11 |
| 26 | Investment advisory (participants) | 4 |
| 50 | Direct payment from the plan | 3 |
| 49 | Other services | 2 |
| 99 | Other fees | 2 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 33 | Securities brokerage | 1 |
| 53 | Insurance brokerage commissions and fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Life Care Centers of America, Inc. 401(k) Savings Plan | Life Care Centers of America | $298,149,793 | 5,373 | $10,000 |
| Lakeside Industries Inc. Employee Savings Plan | Lakeside Industries | $72,345,082 | 238 | $35,500 |
| Multiquip Inc. Profit Sharing and Retirement Savings Plan | Multiquip | $66,616,091 | 724 | $50,838 |
| Achieva Credit Union 401(k) Savings Plan | Achieva Credit Union | $46,279,986 | 628 | $65,282 |
| Merrill Technologies Group Inc 401(k) Profit Sharing Plan & Trust | Merrill Technologies Group | $46,162,723 | 519 | $62,186 |
| William Raveis Employees Savings & Retirement | William Raveis Real Estate | $34,765,990 | 470 | $31,599 |
| Orthopedic Specialists of SW Florida, P.A. 401(k) Profit Sharing Plan | Orthopedic Specialists of SW Florida | $34,749,159 | 234 | not reported |
| Amerijet International 401(k) Plan | Amerijet International | $22,631,491 | 400 | $30,734 |
| Jobe Materials, LP 401(k) Plan | Jobe Materials | $19,554,023 | 413 | $0 |
| Mobile Medical Response, Incorporated 401(k) Plan | Mobile Medical Response | $18,327,571 | 738 | $40,841 |
| Dimplex Thermal Solutions Retirement Savings Plan | Dimplex Thermal Solutions | $14,194,592 | 217 | $33,259 |
| Keystone Sports and Entertainment LLC Employees Savings Trust | Keystone Sports and Entertainment | $8,325,529 | 152 | $23,070 |
| Judson Center Employees 401(k) Retirement Plan | Judson Center | $8,319,363 | 222 | $19,566 |
| Access Bio 401(k) Plan | Access Bio | $6,147,725 | 145 | $0 |
| Jet Midwest, Inc. 401(k) PS Plan & Trust | Jet Midwest | $5,516,801 | 196 | $18,166 |
| IHC, LLC 401(k) Plan | IHC | $4,917,709 | 102 | $15,630 |
| Swank Tek Inc 401(k) Plan | Swank Tek | $3,712,076 | 123 | $0 |
| Treetop Development LLC 401(k) Profit Sharing Plan & Trust | Treetop Development | $3,323,979 | 184 | $11,747 |
| Marquis Contract Corp 401(k) Profit Sharing Plan & Trust | Marquis Contract | $1,644,812 | 119 | $7,652 |
| El Paso Trade School, Inc. Western Technical College 401(k) Plan | El Paso Trade School | $0 | 0 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.