M Holdings Securities Inc. — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, M Holdings Securities Inc. is reported as a service provider on 76 loaded Form 5500 filing(s) across 74 plan sponsor(s) and 75 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,620,952 and reported indirect compensation totals $424,031.
Reported compensation summary
- Reported direct compensation
- $1,620,952
- Reported indirect compensation
- $424,031
- Total reported compensation
- $2,044,983
- Filings
- 76
- Plan sponsors
- 74
- Plans
- 75
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Easterseals Morc | MI | 1 | $110,583 |
| Kalamazoo County Sheriff'S Deputies Association | MI | 1 | $91,186 |
| Weststar Bank | TX | 1 | $73,958 |
| Redapt, Inc. | WA | 1 | $66,487 |
| Jobe Materials, Lp | TX | 1 | $59,197 |
| Advanced Technology Systems Group, LLC | MI | 1 | $55,646 |
| Achieva Credit Union | FL | 1 | $53,930 |
| Molecular Epidemiology, Inc. | WA | 1 | $53,676 |
| Md2 International, LLC | WA | 1 | $53,676 |
| De Corp. | TX | 1 | $53,001 |
State footprint
Plans reporting M Holdings Securities Inc. are sponsored in MI (18), WA (12), PA (9), TX (8), NJ (6), TN (6), FL (4), NE (2), KS (2), CT (2), OH (2), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Easterseals Morc | Easter Seals - Michigan, Inc. 401(K) Plan | 2023 | $110,583 | not reported in the loaded dataset |
| Kalamazoo County Sheriff'S Deputies Association | Kalamazoo County Sheriff'S Deputies Association Money Purchase Pension Plan | 2023 | $91,186 | not reported in the loaded dataset |
| Weststar Bank | Weststar Bank 401(K) Plan | 2023 | $0 | $73,958 |
| Redapt, Inc. | Redapt, Inc. Plan | 2023 | $66,487 | not reported in the loaded dataset |
| Jobe Materials, Lp | Jobe Materials, Lp 401(K) Plan | 2023 | $0 | $59,197 |
| Advanced Technology Systems Group, LLC | Advanced Technology Systems Group 401(K) Plan | 2023 | $55,646 | not reported in the loaded dataset |
| Achieva Credit Union | Achieva Credit Union 401(K) Savings Plan | 2023 | $53,930 | not reported in the loaded dataset |
| Molecular Epidemiology, Inc. | Molecular Epidemiology, Inc. 401(K) Profit Sharing Plan | 2023 | $53,676 | not reported in the loaded dataset |
| Md2 International, LLC | Md2 International, LLC Retirement Trust | 2023 | $53,676 | $0 |
| De Corp. | Dec 401(K) Plan | 2023 | $53,001 | not reported in the loaded dataset |
| Merrill Technologies Group Inc | Merrill Technologies Group Inc 401(K) Profit Sharing Plan & Trust | 2023 | $50,187 | not reported in the loaded dataset |
| Aegis Senior Communities, LLC | Aegis Senior Communities, LLC 401(K) Plan | 2023 | $49,232 | not reported in the loaded dataset |
| Inperium, Inc. | Inperium & Family Of Services 401(K) Plan | 2023 | $47,329 | not reported in the loaded dataset |
| Ready Tech - Go, Inc. | Rtg Medical 401(K) Plan | 2023 | $46,269 | $0 |
| American Seafoods Group, LLC. | American Seafoods Group 401(K) Plan | 2023 | $46,004 | $0 |
| Foote Cattle Company, LLC | Foote Family Of Companies Employee Savings Plan | 2023 | $0 | $43,324 |
| Freedompay, Inc. | Freedompay, Inc. 401(K) Profit Sharing Plan | 2023 | $35,998 | $0 |
| Environmental Systems Corporation | Environmental Systems Corporation 401k Plan | 2023 | $33,889 | not reported in the loaded dataset |
| Genmed LLC | Seisa Bms 401(K) Plan | 2023 | $0 | $33,839 |
| Pennswood Village | Pennswood Village 403b Plan | 2023 | $33,774 | not reported in the loaded dataset |
| Cco Communications, Inc. | Cco Communications, Inc. Employee 401(K) Retirement Plan | 2023 | $33,219 | not reported in the loaded dataset |
| Suvoda LLC | Suvoda LLC 401(K) Plan | 2023 | $32,848 | $0 |
| Burrelles Information Services | Burrelles Information Services, LLC 401(K) Plan | 2023 | $31,434 | $0 |
| North Pacific Seafoods, Inc. | North Pacific Seafoods 401(K) Savings Plan | 2023 | $30,000 | not reported in the loaded dataset |
| Lakeside Industries Inc. | Lakeside Industries Inc. Employee Savings Plan | 2023 | $30,000 | not reported in the loaded dataset |
| Svs Vision, Inc. | Svs Vision, Inc. Non-Union Employees 401 K Profit Sharing Plan And Trust | 2023 | $29,014 | not reported in the loaded dataset |
| Ydsp Entertainment Dba Speaking Rock Entertainment Center | Ydsp Entertainment Dba Speaking Rock Entertainment Center 401(K) Plan | 2023 | $28,885 | not reported in the loaded dataset |
| Global Harvest Foods LLC | Global Harvest Foods LLC 401(K) Plan | 2023 | $28,447 | not reported in the loaded dataset |
| Mercer Ranches, Inc. | Mercer Ranches, Inc. 401(K) Profit Sharing Plan | 2023 | $27,601 | not reported in the loaded dataset |
| Dimplex Thermal Solutions, Inc. | Dimplex Thermal Solutions Retirement Savings Plan | 2023 | $26,926 | not reported in the loaded dataset |
| Stansell Electric Company, Inc. | Stansell Electric Company, Inc. 401(K) Profit Sharing Plan | 2023 | $26,767 | not reported in the loaded dataset |
| Airway Properties Operatiors, LLC Dba Hoy Family Auto | Hoy Family Auto 401(K) Plan | 2023 | $25,147 | not reported in the loaded dataset |
| Best Services Group, Inc. | Best Services Group, Inc. Employee Savings And Profit Sharing Plan | 2023 | $0 | $24,872 |
| Mrco, LLC | Mrco, LLC 401(K) Plan | 2023 | $24,805 | not reported in the loaded dataset |
| Orthopedic Specialists Of Sw Florida, P.A. | Orthopedic Specialists Of Sw Florida, P.A. 401(K) Profit Sharing Plan | 2023 | $0 | $24,666 |
| Mld Mortgage, Inc. | Mld Mortgage Inc. 401(K) Plan | 2023 | $23,045 | $0 |
| Cadillac Products Automotive | Cadillac Products Automotive Company 401(K) Plan | 2023 | $0 | $22,842 |
| Dominion Technologies Group, Inc. | Dominion Technologies Group, Inc. Employees' Profit Sharing Trust | 2023 | $22,546 | not reported in the loaded dataset |
| S & W Contracting Company, Inc. | S & W Contracting Company, Inc. Profit Sharing Plan | 2023 | $0 | $22,468 |
| Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans | Security Plus Retirement Savings Plan | 2023 | $22,446 | $0 |
| Cinema Hollywood, LLC Dba Emagine Birch Run | Emagine Entertainment 401(K) Plan | 2023 | $22,305 | not reported in the loaded dataset |
| Signal Holdings LLC | Signal Holdings 401(K) Plan | 2023 | $22,180 | not reported in the loaded dataset |
| Roadbuilders Machinery And Supply Co Inc | Roadbuilders Machinery And Supply Co Inc 401k Profit Sharing Plan | 2023 | $0 | $22,056 |
| El Paso Trade School, Inc. | El Paso Trade School, Inc. Western Technical College 401(K) Plan | 2023 | $0 | $20,116 |
| Keystone Sports And Entertainment LLC | Keystone Sports And Entertainment LLC Employees Savings Trust | 2023 | $19,005 | not reported in the loaded dataset |
| United Fire Protection Corporation | United Fire Protection Corporation 401(K) Plan | 2023 | $0 | $18,458 |
| Woodmont Properties LLC | Woodmont Properties LLC 401(K) Profit Sharing Plan And Trust | 2023 | $0 | $18,413 |
| I.C. Thomasson Associates, Inc. | I.C. Thomasson Associates, Inc. 401(K) Retirement Plan | 2023 | $18,294 | not reported in the loaded dataset |
| Womble, LLC | Womble, LLC 401(K) Profit Sharing Plan | 2023 | $17,893 | not reported in the loaded dataset |
| Judson Center | Judson Center Employees 401(K) Retirement Plan | 2023 | $17,587 | $0 |
Related Form 5500 pages
- Easter Seals - Michigan, Inc. 401(K) Plan (plan 002)
- Easterseals Morc — all reported plans
- Kalamazoo County Sheriff'S Deputies Association Money Purchase Pension Plan (plan 001)
- Kalamazoo County Sheriff'S Deputies Association — all reported plans
- Weststar Bank 401(K) Plan (plan 001)
- Weststar Bank — all reported plans
- Redapt, Inc. Plan (plan 001)
- Redapt, Inc. — all reported plans
- Jobe Materials, Lp 401(K) Plan (plan 001)
- Jobe Materials, Lp — all reported plans
- Advanced Technology Systems Group 401(K) Plan (plan 001)
- Advanced Technology Systems Group, LLC — all reported plans
- Achieva Credit Union 401(K) Savings Plan (plan 002)
- Achieva Credit Union — all reported plans
- Molecular Epidemiology, Inc. 401(K) Profit Sharing Plan (plan 001)
- Molecular Epidemiology, Inc. — all reported plans
- Md2 International, LLC Retirement Trust (plan 002)
- Md2 International, LLC — all reported plans
- Dec 401(K) Plan (plan 002)
- De Corp. — all reported plans
- Merrill Technologies Group Inc 401(K) Profit Sharing Plan & Trust (plan 002)
- Merrill Technologies Group Inc — all reported plans
- Aegis Senior Communities, LLC 401(K) Plan (plan 001)
- Aegis Senior Communities, LLC — all reported plans
- Inperium & Family Of Services 401(K) Plan (plan 001)
- Inperium, Inc. — all reported plans
- Rtg Medical 401(K) Plan (plan 001)
- Ready Tech - Go, Inc. — all reported plans
- American Seafoods Group 401(K) Plan (plan 001)
- American Seafoods Group, LLC. — all reported plans
- Foote Family Of Companies Employee Savings Plan (plan 001)
- Foote Cattle Company, LLC — all reported plans
- Freedompay, Inc. 401(K) Profit Sharing Plan (plan 001)
- Freedompay, Inc. — all reported plans
- Environmental Systems Corporation 401k Plan (plan 001)
- Environmental Systems Corporation — all reported plans
- Seisa Bms 401(K) Plan (plan 001)
- Genmed LLC — all reported plans
- Pennswood Village 403b Plan (plan 001)
- Pennswood Village — all reported plans
- Cco Communications, Inc. Employee 401(K) Retirement Plan (plan 001)
- Cco Communications, Inc. — all reported plans
- Suvoda LLC 401(K) Plan (plan 001)
- Suvoda LLC — all reported plans
- Burrelles Information Services, LLC 401(K) Plan (plan 001)
- Burrelles Information Services — all reported plans
- North Pacific Seafoods 401(K) Savings Plan (plan 002)
- North Pacific Seafoods, Inc. — all reported plans
- Lakeside Industries Inc. Employee Savings Plan (plan 001)
- Lakeside Industries Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources