Plans listing this provider
77
0.14% of the 56,420 plans with Schedule H financials; 81 in 2023
Providers › M Holdings Securities
M Holdings Securities
- Service provider, as named on Schedule C
- EIN 911802259
- Plan year 2024
- Direct compensation reported $1,566,402
Assets of those plans
$1,422,247,372
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
8
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,566,402
73% 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) | 44 |
| 99 | Other fees | 29 |
| 50 | Direct payment from the plan | 17 |
| 15 | Recordkeeping and information management | 8 |
| 21 | Trustee (bank, trust company or similar) | 8 |
| 49 | Other services | 8 |
| 64 | Recordkeeping fees | 8 |
| 26 | Investment advisory (participants) | 7 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Marelli North America, Inc. 401(k) Retirement Plan | Marelli North America | $218,506,250 | 2,721 | $74,847 |
| Easter Seals - Michigan, Inc. 401(k) Plan | Easterseals Morc | $87,752,281 | 1,342 | $146,374 |
| American Seafoods Group 401(k) Plan | American Seafoods Group | $54,490,060 | 542 | $23,930 |
| HDI Global Insurance Company 401(k) Plan | HDI Global Insurance | $48,942,548 | 282 | $43,124 |
| Thule Inc. 401(k) Plan | Thule | $46,489,585 | 419 | $41,821 |
| Inperium & Family of Services 401(k) Plan | Inperium | $37,378,515 | 3,082 | $61,772 |
| Advanced Technology Systems Group 401(k) Plan | Advanced Technology Systems Group | $34,486,608 | 522 | $69,689 |
| Molecular Epidemiology, Inc. 401(k) Profit Sharing Plan | Molecular Epidemiology | $34,088,819 | 933 | $24,528 |
| Highpoint Solutions, Inc. Profit Sharing & 401(k) Plan | Highpoint Solutions | $33,993,092 | 136 | $60,569 |
| MD2 International, LLC Retirement Trust | MD2 International | $33,808,860 | 200 | $26,943 |
| Tipp Distributors, Inc. DBA Novamex 401(k) Plan | Tipp Distributors Inc. DBA Novamex | $33,396,839 | 297 | $0 |
| Parkway Corporation Retirement Plan | Parkway | $30,558,265 | 340 | $39,629 |
| North Pacific Seafoods 401(k) Savings Plan | North Pacific Seafoods | $30,269,795 | 836 | $12,500 |
| I2C Synergy, Inc 401(k) Profit Sharing Plan | I2C Synergy | $29,033,616 | 139 | $0 |
| Freedompay, Inc. 401(k) Profit Sharing Planrecordkeeper | Freedompay | $27,575,389 | 523 | $44,406 |
| The Ave Maria 401(k) Plan | Ave Maria Foundation | $26,976,310 | 278 | $12,624 |
| Weststar Bank 401(k) Plan | Weststar Bank | $26,501,232 | 386 | $0 |
| Suvoda LLC 401(k) Planrecordkeeper | Suvoda | $25,362,897 | 430 | $41,387 |
| Kiel Center 401(k) Plan | Kiel Center Partners | $23,964,247 | 317 | $6,406 |
| Dominion Technologies Group, Inc. Employees' Profit Sharing Trust | Dominion Technologies Group | $23,684,489 | 176 | $21,894 |
| Solaris Foundation 401(k) Retirement Plan | Solaris Foundation | $23,259,967 | 681 | $55,568 |
| SVS Vision, Inc. Non-union Employees 401(k) Profit Sharing Plan and Trust | SVS Vision | $22,941,199 | 0 | $33,249 |
| Redapt, Inc. Plan | Redapt | $22,814,663 | 199 | $38,955 |
| Aegis Senior Communities, LLC 401(k) Plan | Aegis Senior Communities | $21,390,267 | 766 | $26,552 |
| Roadbuilders Machinery and Supply Co Inc 401(k) Profit Sharing Plan | Roadbuilders Machinery and Supply | $19,998,452 | 200 | $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.