Providers › Other services
Service provider · Schedule C, plan year 2024
MML Investors Services LLC
Most often reported for other services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
MML Investors Services LLC is named as a service provider on the Schedule C of 172 retirement plans with 100 or more participants for plan year 2024, covering 111,437 participant records. Most often it is reported for other services.
Reported compensation from those plans, direct and indirect, totalled $5.5M. Per plan, the median was $77.12 per participant, with the middle half of plans between $44.17 and $130. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Pennsylvania (22), New York (12) and Maryland (12).
In 2009 it appeared on 43 such filings; in 2024, 173. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $44.17 | $77.12 | $130 |
| Compensation as a share of plan net assets | 0.09% | 0.18% | 0.26% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Open PEP | Plan Professionals, LLC | NJ | 20,927 | $354M | $13K |
| Stagwell Global 401(k) Plan | Stagwell Global LLC | DC | 9,342 | $678M | $632K |
| GHR Healthcare, LLC 401(k) Profit Sharing Plan | GHR Healthcare, LLC | PA | 5,938 | $33.1M | $57K |
| Tax Deferred Annuity Plan of Visiting Nurse | Vna Health Group, Inc. | NJ | 2,476 | $72.2M | $25K |
| Healthplanone, LLC 401(k) Plan | Healthplanone, LLC | CT | 2,252 | $23.0M | $55K |
| Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc. | Vna Health Group, Inc. | NJ | 2,049 | $69.0M | $25K |
| Help USA, Inc. Employees' Retirement Plan | Help USA, Inc. | NY | 1,980 | $37.6M | $65K |
| United Refrigeration and Affiliates Retirement and 401(k) Plan | United Refrigeration Inc. | PA | 1,978 | $210M | $50K |
| Bruckner Truck Sales, Inc. Employee Profit Sharing Plan | Bruckner Truck Sales, Inc. | TX | 1,967 | $122M | $184K |
| Professional Hospitality Resources 401(k) Plan | Professional Hospitality Resources, Inc. | VA | 1,662 | $28.8M | $20K |
| Liberty Resources Retirement Plan | Liberty Management Services, Inc. | NY | 1,566 | $21.0M | $8,049 |
| Hunter Engineering Company 401(k) Plan | Hunter Engineering Company | MO | 1,530 | $165M | $8,834 |
| Continuum of Care Inc. 401(k) Profit Sharing Plan & Trust | Continuum of Care Inc. | CT | 1,224 | $18.0M | $38K |
| Aa Healthcare Management 401(k) Retirement Plan | Aa Healthcare Management LLC | IL | 1,223 | $5.4M | $19K |
| Concierge Home Care 401(k) Plan | Homecare Partners Management LLC | FL | 1,207 | $18.5M | $6,748 |
| Cerris, Inc. 401(k) Profit Sharing Plan | Cerris, Inc. | KS | 1,052 | $85.1M | $68K |
| Eastern Metal Supply, Inc. 401(k) Profit Sharing Plan | Eastern Metal Supply, Inc. | FL | 1,020 | $49.5M | $16K |
| Goodwill of Western & Northern Connecticut, Inc. 403(b) Plan | Goodwill of Western & Northern Connecticut, Inc. | CT | 991 | $2.8M | $6,715 |
| Magna Legal Services 401(k) / Profit Sharing Plan | Magna Legal Services, LLC | PA | 935 | $40.5M | $61K |
| Fdabundance PEP | Americantcs Fiduciary Services, LLC | PA | 921 | $97.0M | $54K |
| Baker College Employees' Pension Trust | Baker College Professional Services, Inc. | MI | 905 | $87.3M | $104K |
| Brockton Neighborhood Health Center 403(b) Plan | Brockton Neighborhood Health Center | MA | 868 | $29.3M | $40K |
| Employ, Inc. 401(k) Plan | Employ, Inc. | CO | 851 | $32.3M | $153K |
| Abx 401(k) Retirement Plan | Abx Innovative Packaging | NC | 838 | $43.1M | $37K |
| Universal Molding Company Employees' Profit Sharing Plan | Universal Molding Company | CA | 830 | $10.9M | $18K |
| Southwestern Healthcare, Inc. Retirement Plan | Southwestern Healthcare, Inc. | IN | 796 | $23.1M | $15K |
| Boxer Property 401(k) Plan | Boxer Property Management Corporation | TX | 760 | $11.9M | $25K |
| Urban Science Applications, Inc. 401(k) Profit Sharing Plan | Urban Science Applications, Inc. | MI | 758 | $161M | $121K |
| Knowtion Health 401(k) Plan | Rsource, LLC DBA Knowtion Health | FL | 734 | $7.9M | $6,011 |
| Cannon Chevrolet Cadillac 401(k) Plan | Cannon Chevrolet Cadillac | MS | 731 | $9.4M | $32K |
| WKW North America 401(k) Plan | WKW North America Holding, Inc. | MI | 724 | $21.5M | $31K |
| Fello, Inc. 403(b) Plan | Fello, Inc. | MD | 719 | $7.6M | $14K |
| Wellspring Senior Support Services 403(b) Retirement Plan | Lutheran Homes of Michigan, Inc. | MI | 703 | $15.6M | $14K |
| Business Integra, Inc. 401(k) Plan | Business Integra Technology Solutions, Inc. | MD | 655 | $36.3M | $43K |
| Freeman Investment Company, L.P. 401(k) Plan | Freeman Investment Company, L.P. | TX | 651 | $23.4M | $0 |
| Sourcepass 401(k) Plan | Sourcepass, LLC | NY | 612 | $25.9M | $67K |
| Edward M. Kennedy Community Health Center, Inc. 403(b) Plan | Edward M. Kennedy Community Health Center, Inc. | MA | 592 | $22.9M | $29K |
| Putnam Plastics Corporation 401(k) Plan | Putnam Plastics Corporation | CT | 590 | $22.8M | $50K |
| KW International Inc. Retirement Plan | KW International Inc. | CA | 570 | $7.8M | $0 |
| Legacy Healing Center Margate, LLC 401(k) Plan | Legacy Healing Center Margate, L | FL | 562 | $5.6M | $0 |
Questions and answers
How many plans does MML Investors Services LLC serve?
172 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay MML Investors Services LLC?
The median plan reported $77.12 per participant in direct and indirect compensation (164 plans reporting an amount), or 0.18% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (52 plans), Other services (43 plans), Recordkeeping and information management (19 plans) and Trustee (bank, trust company, or similar financial institution) (18 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.