401k Record

Providers › MML Investor Services LLC

MML Investor Services LLC

Plans listing this provider

113

0.20% of the 56,420 plans with Schedule H financials; 131 in 2023

Assets of those plans

$70,732,141,975

0.91% of all Schedule H plan assets

Plans where it is the recordkeeper

22

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$4,348,506

76% 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 codeMeaningPlans
27Investment advisory (plan)55
64Recordkeeping fees22
99Other fees14
55Other commissions14
50Direct payment from the plan11
26Investment advisory (participants)4
23Insurance services3
28Investment management3

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
IBM 401(k) PlanInternational Business Machines $60,393,556,150147,543$1,560,271
Elevator Constructors Annuity and 401(k) Retirement PlanBD of Trustees of the Elev Constu Annuity and 401(k) RET Plan $7,291,286,10432,732$0
Local No. 8 IBEW Retirement Plan & TrustBoard of Trustees Local No. 8 IBEW Retirement Plan & Trust $670,963,2112,945$0
Year Up, Inc. 401(k) PlanYear Up $81,423,9561,107$60,000
Texas Independent Bancshares, Inc. 401(k) Employee Stock Ownership PlanrecordkeeperTexas Independent Bancshares $78,998,406452not reported
Ricardo LLC 401(k) Retirement PlanRicardo $77,586,363560$83,052
Enterprise Select Pooled Employer PlanPlan Fiduciary Services $76,510,7333,147$0
Teneo Holdings LLC 401(k) PlanTeneo Holdings $71,005,263489$12,956
Birmingham Radiological Group, P.C. 401(k) Profit Sharing PlanrecordkeeperBirmingham Radiological Group $69,135,408106$39,576
Insightsoftware 401(k) PlanInsightsoftware $67,109,2351,017$62,500
Frontier Technology, Inc. 401(k) PlanrecordkeeperFrontier Technology $61,958,870549$211,751
UFP Technologies, Inc. 401(k) PlanUFP Technologies $56,220,455728$0
Van Cleef Engineering Associates 401(k) ProfitVan Cleef Engineering Associates $53,628,044284$30,562
JRM Construction Management 401(k) PlanJRM Construction Management $53,586,802734$43,161
Pearl Meyer 401(k) PlanPearl Meyer & Partners $49,987,071165$6,667
Andromeda Systems Incorporated 401(k) Profit Sharing Plan and TrustAndromeda Systems $49,757,715552$83,973
Emburse 401(k) PlanEmburse $48,330,142590$50,000
Remco, Inc. Employees 401(k) PlanRemco $45,381,966811$25,000
Safe-guard Products International, LLC 401(k) PlanSafe-guard Products International $44,787,491632$31,580
1111 Systems, Inc. 401(k) Plan1111 Systems $44,303,856755$0
The Barkan Companies 401(k) PlanBarkan Management $43,327,078665$0
Litera Microsystems 401(k) PlanFreedom Solutions Group $42,694,716518$60,572
Elevatebio Technologies, Inc. 401(k) PlanElevatebio Technologies $42,422,564662$88,464
Lehman-roberts/memphis Stone & Gravel 401(k) Retirement PlanLehman-roberts $34,397,310525$27,500
Elsa LLC 401(k) Savings and Profit Sharing Retirement PlanElsa $32,163,423731$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.