Plans listing this provider
467
0.83% of the 56,420 plans with Schedule H financials; 437 in 2023
Providers › MMA Securities
MMA Securities
- Service provider, as named on Schedule C
- EIN 223570392
- Plan year 2024
- Direct compensation reported $15,759,015
Assets of those plans
$34,265,257,633
0.44% of all Schedule H plan assets
Plans where it is the recordkeeper
50
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$15,759,015
82% 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) | 334 |
| 99 | Other fees | 134 |
| 50 | Direct payment from the plan | 102 |
| 49 | Other services | 57 |
| 15 | Recordkeeping and information management | 50 |
| 21 | Trustee (bank, trust company or similar) | 50 |
| 64 | Recordkeeping fees | 50 |
| 16 | Consulting (general) | 27 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Universal Health Services, Inc. Retirement Savings Plan | Universal Health Services | $3,668,667,140 | 51,571 | $123,038 |
| CNH Industrial U.S. Retirement Savings Plan | Case New Holland | $2,277,938,593 | 11,723 | $125,000 |
| Polaris 401k Retirement Savings Plan | Polaris | $1,124,575,657 | 10,746 | $21,250 |
| VF 401k Savings Plan | V. F. | $1,061,399,427 | 17,332 | $20,000 |
| Knight-swift Transportation Holdings, Inc. Retirement Plan | Knight-Swift Transportation Holdings | $1,019,117,818 | 30,327 | $0 |
| Employee Savings Plan | Pactiv Evergreen Services | $1,007,462,272 | 10,447 | $29,293 |
| Buildwise | Plan Professionals | $650,180,984 | 11,503 | $42,031 |
| 401(k) Retirement Plan for Reynolds Consumer Products | Reynolds Consumer Products | $632,558,893 | 5,325 | $0 |
| Casey's General Stores 401(k) Plan | Casey’s General Stores | $514,363,741 | 7,056 | $49,849 |
| Vitas Healthcare Corporation 401(k) Plan | Vitas Healthcare | $492,639,999 | 13,175 | $95,000 |
| Chenega Corporation 401(k) Profit Sharing Plan and Trust | Chenega | $451,431,857 | 6,373 | $40,000 |
| Multiplan, Inc. 401(k) Plan | Multiplan | $422,565,679 | 3,192 | $68,083 |
| Ipsos America , Inc 401(k) Plan | Ipsos America | $398,830,975 | 2,608 | $50,000 |
| ITG Holdings USA, Inc. Employee Savings & Retirement Plan | ITG Brands | $397,930,625 | 2,201 | $70,095 |
| Extron Electronics 401(k) Plan | RGB Systems Inc. DBA Extron Electronics | $386,801,248 | 1,828 | $66,163 |
| The Western Asset Management 401(k) Plan | Western Asset Management | $385,185,496 | 758 | $65,000 |
| Shiseido Americas Group Retirement Plan | Shiseido Americas | $360,320,614 | 3,385 | $24,112 |
| Communications & Power Industries Retirement Plan | Communications & Power Industries | $318,055,460 | 1,259 | $12,000 |
| KPC Global 401(k) Plan | KPC Global Management | $298,294,970 | 5,240 | $0 |
| UHY Savings Plan | Centerprise Advisors | $285,081,540 | 2,113 | $55,000 |
| Hub Group Employee Profit Sharing and Trust Plan | Hub Group | $267,505,912 | 7,047 | $39,350 |
| B. F. Saul Company Employees' 401(k) Retirement Plan | B. F. Saul | $263,345,979 | 2,496 | $78,631 |
| The Boston Globe Media Partners, LLC Retirement Savings Plan | Boston Globe Media Partners | $254,680,110 | 1,376 | $46,000 |
| Employee Savings Plan for Evergreen Packaging | Evergreen Packaging | $249,973,060 | 2,093 | $10,740 |
| Specialtycare 401(k) Plan | Specialtycare | $241,369,524 | 2,457 | $46,000 |
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.