Plans listing this provider
43
0.08% of the 56,420 plans with Schedule H financials; 26 in 2023
Providers › MAI Capital Management, LLC
MAI Capital Management, LLC
- Service provider, as named on Schedule C
- EIN 611495162
- Plan year 2024
- Direct compensation reported $628,559
Assets of those plans
$16,268,176,171
0.21% of all Schedule H plan assets
Plans where it is the recordkeeper
7
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$628,559
51% 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 |
|---|---|---|
| 99 | Other fees | 29 |
| 27 | Investment advisory (plan) | 16 |
| 50 | Direct payment from the plan | 11 |
| 15 | Recordkeeping and information management | 7 |
| 21 | Trustee (bank, trust company or similar) | 7 |
| 49 | Other services | 7 |
| 64 | Recordkeeping fees | 7 |
| 26 | Investment advisory (participants) | 6 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines | $11,622,763,375 | 12,980 | $12,439 |
| Sidley Austin LLP Savings and Investment Plan | Sidley Austin | $1,932,030,718 | 5,876 | $6,028 |
| Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan | Taft Stettinius & Hollister | $848,887,158 | 1,807 | $8,438 |
| Eyecare Partners 401(k) Plan | Clarkson Eyecare | $511,778,833 | 6,289 | $182,588 |
| Armanino Advisory LLC 401(k) Profit Sharing Plan | Armanino Advisory | $347,383,760 | 3,415 | $42,858 |
| Tucker Ellis LLP Retirement Savings Plan | Tucker Ellis | $128,776,407 | 401 | $6,750 |
| Mecklenburg Radiology Associates, P.A. Profit Sharing Plan | Mecklenburg Radiology Associates | $93,302,689 | 154 | $6,652 |
| Engineering Systems Inc. Profit Sharing and Savings Plan | Engineering Systems | $89,992,604 | 467 | $11,456 |
| Cancer Specialists of North Florida 401(k) Plan | Cancer Specialists | $57,395,527 | 698 | $0 |
| England, Thims & Miller, Inc. 401(k) Plan | England Thims & Miller | $55,460,077 | 420 | $0 |
| Mapbox 401(k) Plan | MapBox | $41,586,846 | 496 | $33,333 |
| Outcomes 401(k) Profit Sharing Plan | Outcomes One | $39,803,026 | 624 | $0 |
| Mechanical Systems & Services, Inc. Retirement Savings Planrecordkeeper | Mechanical Systems & Services | $33,935,695 | 557 | $68,578 |
| FPS 401(k) Plan | Florida Physician Specialists | $26,966,891 | 247 | $0 |
| Guardian Fueling Technologies, LLC 401(k) Plan | Guardian Fueling Technologies | $26,731,787 | 762 | $0 |
| The CSI Companies, Inc. 401(k) Profit Sharing Plan and Trust | CSI Companies | $24,621,052 | 3,565 | $0 |
| World Finer Foods, LLC Profit Sharing and 401(k) | World Finer Foods | $24,091,611 | 167 | $0 |
| Promesa, Inc. 401(k) Profit Sharing Planrecordkeeper | Promesa | $23,613,593 | 798 | $8,044 |
| Promesa Management Planrecordkeeper | Promesa | $22,573,718 | 769 | $8,269 |
| ICI Homes Residential Holdings LLC 401(k) Savings Plan | ICI Homes Residential Holdings | $20,697,286 | 283 | $0 |
| Tribeca Pediatrics PLLC 401(k) Plan | Tribeca Pediatrics | $19,503,333 | 361 | $0 |
| Arkana Laboratories Retirement Plan | Nephropathology Associates PLC D/B/A Arkana Laboratories | $19,416,499 | 253 | $40,779 |
| Clay Eye Physicians & Surgeons 401(k) Profit Sharing Plan | Harris Wilcox & Donovan P.A. DBA Clay Eye Physi | $18,975,424 | 198 | $0 |
| SEF Energy, LLC 401(k) Profit Sharing Plan | SEF Energy | $18,393,739 | 304 | $0 |
| J. B. Coxwell Contracting, Inc. 401(k) Plan and Trust | J.B. Coxwell Contracting | $17,832,539 | 339 | $49,218 |
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.