Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › Massachusetts Financial Services Co
Massachusetts Financial Services Co
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $0
Assets of those plans
$575,000,344
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
$0
0% 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 |
|---|---|---|
| 28 | Investment management | 10 |
| 52 | Investment management fees paid indirectly by plan | 10 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Stevens & Lee Savings Plan | Stevens & Lee | $281,223,608 | 546 | $0 |
| York Building Products Co. Inc. Profit Sharing Plan and Trust | York Building Products | $100,652,013 | 621 | $0 |
| Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan | Edwin L. Heim | $88,224,303 | 230 | $0 |
| Stewart & Tate Employees Profit Sharing Plan | Stewart & Tate | $27,937,886 | 303 | $0 |
| Knouse Foods Cooperative, Inc. Retirement Savings & Investment Plan | Knouse Foods Cooperative | $24,363,995 | 244 | $0 |
| J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan | J.W. Pepper & Son | $23,310,389 | 193 | $0 |
| Retirement Savings and Investment Plan for Employees of Knouse Foods Cooperative, Inc. Collective Bargaining Units | Knouse Foods Cooperative | $15,320,486 | 576 | $0 |
| Heritage & EST 401(k) Plan | Eastern Shore Transport | $8,720,079 | 111 | $0 |
| Apex Retirement Savings Plan | Schubemo Holdings | $5,247,136 | 138 | $0 |
| Apple Automotive Group 401(k) Plan | Westgate Chevrolet | $449 | 24 | $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.