Plans listing this provider
129
0.23% of the 56,420 plans with Schedule H financials; 126 in 2023
Providers › MFS Funds
MFS Funds
- Service provider, as named on Schedule C
- EIN 042747644
- Plan year 2024
- Direct compensation reported $0
Assets of those plans
$2,565,652,440
0.03% 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
$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 |
|---|---|---|
| 59 | Shareholder servicing fees | 109 |
| 28 | Investment management | 106 |
| 52 | Investment management fees paid indirectly by plan | 23 |
| 19 | Custodial (securities) | 19 |
| 21 | Trustee (bank, trust company or similar) | 4 |
| 15 | Recordkeeping and information management | 4 |
| 25 | Trustee (directed) | 4 |
| 27 | Investment advisory (plan) | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Restated Thrift/profit Sharing Plan for Cooperatives | Ag Processing Inc a cooperative | $187,487,139 | 1,631 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | New Cooperative | $113,541,715 | 1,436 | $0 |
| Marathon Health, LLC. 401(k) Plan | Marathon Health | $81,089,052 | 1,795 | $0 |
| Fluence Savings Plan | Fluence Energy | $80,874,247 | 932 | $0 |
| Commonwealth Emergency Physicians 401 (k) Plan | Commonwealth Emergency | $61,701,503 | 172 | $0 |
| G3 Technologies Inc 401(k) Plan | G3 Technologies | $59,494,635 | 327 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | Heartland Co-op | $55,019,027 | 739 | $0 |
| Upgrade Inc. 401(k) Plan | Upgrade | $54,530,578 | 1,961 | $0 |
| Visionist, Inc. 401(k) Plan | Visionist | $50,089,446 | 194 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | Cooperative Farmers Elevator | $47,916,174 | 434 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | River Valley Cooperative | $44,250,971 | 591 | $0 |
| Computer Systems Center Inc 401(k) Retirement Plan | Computer Systems Center | $40,710,729 | 228 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | Gold-eagle Cooperative | $39,601,956 | 416 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | Innovative AG Services | $38,092,588 | 475 | $0 |
| Rose Companies Employer 401(k) Plan | Rose Companies Employer | $36,058,752 | 305 | $0 |
| Endeavor Business Media, Inc. 401(k) Plan | Endeavor Business Media | $35,321,641 | 728 | $0 |
| Ahresty Wilmington Corporation Retirement Savings Plan | Ahresty Wilmington | $34,494,671 | 633 | $0 |
| Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan | Pugh Lubricants | $34,082,300 | 530 | $0 |
| Klarna 401(k) Plan | Klarna | $32,122,333 | 569 | $0 |
| Aero Centers 401(k) Profit Sharing Plan | SAR Trilogy | $31,575,939 | 188 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | Nexus Cooperative | $31,358,814 | 353 | $0 |
| Kudu Dynamics 401(k) Retirement PLA Nrecordkeeper | Kudu Dynamics | $30,578,862 | 193 | $0 |
| Perc Engineering, LLC 401(k) Plan | Perc Engineering | $30,383,326 | 166 | $0 |
| Apr Supply Co. 401(k) Plan | Apr Supply | $30,233,316 | 498 | $0 |
| Freedom Forum, Inc. Retirement Savings Plan | Freedom Forum | $28,049,121 | 161 | $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.