Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Mayflower Financial Advisors, LLC
Mayflower Financial Advisors, LLC
- Service provider, as named on Schedule C
- EIN 844826355
- Plan year 2024
- Direct compensation reported $250,250
Assets of those plans
$627,906,165
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
4
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$250,250
85% 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) | 7 |
| 50 | Direct payment from the plan | 5 |
| 99 | Other fees | 5 |
| 15 | Recordkeeping and information management | 4 |
| 21 | Trustee (bank, trust company or similar) | 4 |
| 49 | Other services | 4 |
| 64 | Recordkeeping fees | 4 |
| 70 | Consulting fees | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| HEI Hotels and Resorts 401(k) Plan | Merritt Hospitality | $198,176,035 | 4,655 | $55,000 |
| Berkshire Hathaway Specialty Insurance Company Retirement PLArecordkeeper | Berkshire Hathaway Specialty INS | $174,080,726 | 1,105 | $50,034 |
| Cfgi 401(k) Planrecordkeeper | Corporate Finance Group | $104,596,271 | 1,169 | $37,526 |
| Brevan Howard 401(k) Plan | Brevan Howard | $43,542,775 | 458 | $25,860 |
| Neda 401(k) Plan | New England Deaconess Association | $20,673,096 | 674 | $9,884 |
| Avasure 401(k) Plan | AvaSure Holdings | $18,345,361 | 266 | $0 |
| C-4 Analytics, LLC 401(k) Profit Sharing Plan and Trust | C-4 Analytics | $18,308,474 | 317 | $5,189 |
| Ipswich Shellfish Company, Inc. 401(k) Plan | Ipswich Shellfish | $17,543,769 | 146 | $24,974 |
| The Chateau Restaurant Group 401(k) Planrecordkeeper | Chateau Restaurant of Waltham | $13,862,639 | 115 | $9,295 |
| Single Digits 401(k) Plan | Single Digits | $12,264,645 | 239 | $22,831 |
| Briarcliffe 401(k) Plan | Medical Homes of Rhode Island | $3,778,439 | 302 | $4,315 |
| Miniluxe, Inc.401(k) Profit Sharing Plan and Trustrecordkeeper | Miniluxe | $2,733,935 | 213 | $5,342 |
| Lewa America Inc 401(k) Profit Sharing Plan & Trust | Lewa America | $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.