Plans listing this provider
113
0.20% of the 56,420 plans with Schedule H financials; 131 in 2023
Providers › 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.
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 55 |
| 64 | Recordkeeping fees | 22 |
| 99 | Other fees | 14 |
| 55 | Other commissions | 14 |
| 50 | Direct payment from the plan | 11 |
| 26 | Investment advisory (participants) | 4 |
| 23 | Insurance services | 3 |
| 28 | Investment management | 3 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| IBM 401(k) Plan | International Business Machines | $60,393,556,150 | 147,543 | $1,560,271 |
| Elevator Constructors Annuity and 401(k) Retirement Plan | BD of Trustees of the Elev Constu Annuity and 401(k) RET Plan | $7,291,286,104 | 32,732 | $0 |
| Local No. 8 IBEW Retirement Plan & Trust | Board of Trustees Local No. 8 IBEW Retirement Plan & Trust | $670,963,211 | 2,945 | $0 |
| Year Up, Inc. 401(k) Plan | Year Up | $81,423,956 | 1,107 | $60,000 |
| Texas Independent Bancshares, Inc. 401(k) Employee Stock Ownership Planrecordkeeper | Texas Independent Bancshares | $78,998,406 | 452 | not reported |
| Ricardo LLC 401(k) Retirement Plan | Ricardo | $77,586,363 | 560 | $83,052 |
| Enterprise Select Pooled Employer Plan | Plan Fiduciary Services | $76,510,733 | 3,147 | $0 |
| Teneo Holdings LLC 401(k) Plan | Teneo Holdings | $71,005,263 | 489 | $12,956 |
| Birmingham Radiological Group, P.C. 401(k) Profit Sharing Planrecordkeeper | Birmingham Radiological Group | $69,135,408 | 106 | $39,576 |
| Insightsoftware 401(k) Plan | Insightsoftware | $67,109,235 | 1,017 | $62,500 |
| Frontier Technology, Inc. 401(k) Planrecordkeeper | Frontier Technology | $61,958,870 | 549 | $211,751 |
| UFP Technologies, Inc. 401(k) Plan | UFP Technologies | $56,220,455 | 728 | $0 |
| Van Cleef Engineering Associates 401(k) Profit | Van Cleef Engineering Associates | $53,628,044 | 284 | $30,562 |
| JRM Construction Management 401(k) Plan | JRM Construction Management | $53,586,802 | 734 | $43,161 |
| Pearl Meyer 401(k) Plan | Pearl Meyer & Partners | $49,987,071 | 165 | $6,667 |
| Andromeda Systems Incorporated 401(k) Profit Sharing Plan and Trust | Andromeda Systems | $49,757,715 | 552 | $83,973 |
| Emburse 401(k) Plan | Emburse | $48,330,142 | 590 | $50,000 |
| Remco, Inc. Employees 401(k) Plan | Remco | $45,381,966 | 811 | $25,000 |
| Safe-guard Products International, LLC 401(k) Plan | Safe-guard Products International | $44,787,491 | 632 | $31,580 |
| 1111 Systems, Inc. 401(k) Plan | 1111 Systems | $44,303,856 | 755 | $0 |
| The Barkan Companies 401(k) Plan | Barkan Management | $43,327,078 | 665 | $0 |
| Litera Microsystems 401(k) Plan | Freedom Solutions Group | $42,694,716 | 518 | $60,572 |
| Elevatebio Technologies, Inc. 401(k) Plan | Elevatebio Technologies | $42,422,564 | 662 | $88,464 |
| Lehman-roberts/memphis Stone & Gravel 401(k) Retirement Plan | Lehman-roberts | $34,397,310 | 525 | $27,500 |
| Elsa LLC 401(k) Savings and Profit Sharing Retirement Plan | Elsa | $32,163,423 | 731 | $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.