Plans listing this provider
111
0.20% of the 56,420 plans with Schedule H financials; 94 in 2023
Providers › Mutual of America Sec. Corp LLC
Plans listing this provider
111
0.20% of the 56,420 plans with Schedule H financials; 94 in 2023
Assets of those plans
$1,003,345,509
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
111
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$102.71
across 101 plans that pay it 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 |
|---|---|---|
| 15 | Recordkeeping and information management | 110 |
| 37 | Participant loan processing | 110 |
| 49 | Other services | 108 |
| 57 | Redemption fees | 108 |
| 12 | Claims processing | 2 |
| 65 | Account maintenance fees | 2 |
| 28 | Investment management | 1 |
| 31 | Named fiduciary | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Tax Deferred Annuity Plan of Adapt Community Networkrecordkeeper | United Cerebral Palsy of New | $60,225,188 | 1,093 | $129,551 |
| Empire Office, Inc. 401(k) Plan IIrecordkeeper | Empire Office | $31,117,642 | 291 | $116,995 |
| BID Group Holdings (US) Inc. 401(k) Planrecordkeeper | BID Group Holdings (US) | $28,488,334 | 573 | $58,519 |
| 403(b) Plan for Employees of Lutheran Social Services of Illinoisrecordkeeper | Lutheran Social Services of Illinois | $28,401,739 | 2,252 | $85,639 |
| Chdi Management,inc. 401(k) Planrecordkeeper | Chdi Management | $28,272,560 | 131 | $100,515 |
| Soboba Casino Operations 401(k) Planrecordkeeper | Soboba Band of Luiseno Indians | $26,260,497 | 750 | $106,584 |
| Shen Milsom & Wilke, LLC 401(k) Planrecordkeeper | Shen Milsom & Wilke | $22,870,653 | 196 | $100,318 |
| Visiting Nurse Health System, Inc. 403(b) Planrecordkeeper | Visiting Nurse Health System | $22,368,271 | 310 | $90,281 |
| Namdor, Inc. 401(k) Profit Sharing Planrecordkeeper | Namdor | $21,570,285 | 106 | $14,651 |
| Hammer Residences, Inc. 401(k) Retirement Planrecordkeeper | Hammer Residences | $20,110,041 | 770 | $80,872 |
| Imagine the Possibilities, Inc. 401(k) Planrecordkeeper | Imagine the Possibilities | $19,463,466 | 938 | $112,541 |
| Options for Learning 403(b) Planrecordkeeper | Options for Learning | $18,908,800 | 1,171 | $33,691 |
| Center for Alternative Sentencing and Employment Services, Inc. 403(b) Planrecordkeeper | Center for Alternative | $18,625,106 | 918 | $74,696 |
| Community Legal Aid Socal 401(k) Profit Sharing Planrecordkeeper | Community Legal Aid Socal | $17,095,967 | 252 | $4,894 |
| Northern Oswego County Health Services, Inc. ERISA 403(b) Planrecordkeeper | Northern Oswego County Health Services | $17,036,051 | 309 | $79,803 |
| Care Central VNA & Hospice, Inc. 401(k) Planrecordkeeper | Care Central VNA and Hospice | $16,760,898 | 282 | $36,541 |
| Twining Retirement Savings Planrecordkeeper | Twining | $16,702,282 | 273 | $69,745 |
| Stairways 403(b) Planrecordkeeper | Stairways Behavioral Health | $16,596,510 | 226 | $57,493 |
| Beacon Light Behavioral Health Systems Retirement Planrecordkeeper | Children's Home of Bradford | $16,131,998 | 585 | $53,397 |
| Living Well Disability Services 401(k) Planrecordkeeper | Living Well Disability Services | $15,365,695 | 615 | $93,775 |
| Uwba 401(k) Planrecordkeeper | United Way of the Bay Area | $14,884,825 | 164 | $5,814 |
| United Metro Energy Corp. 401(k) Profit Sharing Plan & Trustrecordkeeper | United Metro Energy | $14,043,992 | 94 | $9,655 |
| Eagle Mountain Casino 401(k) Profit Sharing Planrecordkeeper | Eagle Mountain Casino | $13,408,287 | 1,243 | $55,966 |
| Andromeda Advantage, Inc. 401(k) Planrecordkeeper | Andromeda Advantage | $13,061,176 | 153 | $19,980 |
| Florence Crittenton Services 403(b) Planrecordkeeper | Florence Crittenton Services of Orange County | $12,934,509 | 383 | $56,809 |
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.