M Holdings Securities — 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 is reported as a service provider on 15 loaded Form 5500 filing(s) across 15 plan sponsor(s) and 15 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $194,022 and reported indirect compensation totals $215,881.
Reported compensation summary
- Reported direct compensation
- $194,022
- Reported indirect compensation
- $215,881
- Total reported compensation
- $409,903
- Filings
- 15
- Plan sponsors
- 15
- Plans
- 15
- 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 |
|---|---|---|---|
| Tipp Distributors, Inc. Dba Novamex | TX | 1 | $66,132 |
| William Raveis Real Estate, Inc. | CT | 1 | $56,691 |
| Casa Nissan, Inc. | TX | 1 | $45,627 |
| Hdi Global Insurance Company | IL | 1 | $41,306 |
| Parkway Corporation | PA | 1 | $38,558 |
| Thule Inc. | CT | 1 | $35,979 |
| Tri-State Electric, Ltd | TX | 1 | $30,102 |
| Verita Telecommunications Corporation | MI | 1 | $25,469 |
| Family Entertainment Group, LLC | IL | 1 | $17,834 |
| Jet Midwest, Inc. | MO | 1 | $12,492 |
State footprint
Plans reporting M Holdings Securities are sponsored in TX (3), IL (2), CT (2), PA (2), NJ (1), NY (1), OH (1), MI (1), TN (1), MO (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Tipp Distributors, Inc. Dba Novamex | Tipp Distributors, Inc. Dba Novamex 401(K) Plan | 2023 | $0 | $66,132 |
| William Raveis Real Estate, Inc. | William Raveis Employees Savings & Retirement | 2023 | $56,691 | not reported in the loaded dataset |
| Casa Nissan, Inc. | Casa 401(K) Plan | 2023 | $0 | $45,627 |
| Hdi Global Insurance Company | Hdi Global Insurance Company 401(K) Plan | 2023 | $41,290 | $16 |
| Parkway Corporation | Parkway Corporation Retirement Plan | 2023 | $38,548 | $10 |
| Thule Inc. | Thule Inc. 401(K) Plan | 2023 | $35,979 | not reported in the loaded dataset |
| Tri-State Electric, Ltd | Tri-State Electric 401(K) Plan | 2023 | $0 | $30,102 |
| Verita Telecommunications Corporation | Vtc 401(K) Plan | 2023 | $0 | $25,469 |
| Family Entertainment Group, LLC | Feg 401(K) Plan | 2023 | $0 | $17,834 |
| Jet Midwest, Inc. | Jet Midwest, Inc. 401(K) Ps Plan & Trust | 2023 | $12,492 | not reported in the loaded dataset |
| Sunrise Treatment Center, LLC | Sunrise Treatment Center, LLC 401(K) Plan | 2023 | $0 | $11,638 |
| I2c Synergy, Inc. | I2c Synergy, Inc 401(K) Profit Sharing Plan | 2023 | $0 | $10,928 |
| Mature Care Of Standifer Place, LLC | Mature Care Of Standifer Place 401(K) Plan | 2023 | $9,022 | $3 |
| Hill & Markes, LLC. | Hill & Markes, LLC 401(K) Plan | 2023 | $0 | $8,122 |
| Swank Tek Inc | Swank Tek Inc 401(K) Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Tipp Distributors, Inc. Dba Novamex 401(K) Plan (plan 002)
- Tipp Distributors, Inc. Dba Novamex — all reported plans
- William Raveis Employees Savings & Retirement (plan 001)
- William Raveis Real Estate, Inc. — all reported plans
- Casa 401(K) Plan (plan 001)
- Casa Nissan, Inc. — all reported plans
- Hdi Global Insurance Company 401(K) Plan (plan 001)
- Hdi Global Insurance Company — all reported plans
- Parkway Corporation Retirement Plan (plan 002)
- Parkway Corporation — all reported plans
- Thule Inc. 401(K) Plan (plan 001)
- Thule Inc. — all reported plans
- Tri-State Electric 401(K) Plan (plan 002)
- Tri-State Electric, Ltd — all reported plans
- Vtc 401(K) Plan (plan 001)
- Verita Telecommunications Corporation — all reported plans
- Feg 401(K) Plan (plan 001)
- Family Entertainment Group, LLC — all reported plans
- Jet Midwest, Inc. 401(K) Ps Plan & Trust (plan 001)
- Jet Midwest, Inc. — all reported plans
- Sunrise Treatment Center, LLC 401(K) Plan (plan 001)
- Sunrise Treatment Center, LLC — all reported plans
- I2c Synergy, Inc 401(K) Profit Sharing Plan (plan 001)
- I2c Synergy, Inc. — all reported plans
- Mature Care Of Standifer Place 401(K) Plan (plan 001)
- Mature Care Of Standifer Place, LLC — all reported plans
- Hill & Markes, LLC 401(K) Plan (plan 001)
- Hill & Markes, LLC. — all reported plans
- Swank Tek Inc 401(K) Plan (plan 001)
- Swank Tek Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources