M FINANCIAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
6
Active participants
1,099
Total plan assets
$65.2M
Filings (rows)
6
Direct comp
$0
Indirect comp
$9K
Aggregating 3 name variants under "M FINANCIAL"
SERVICES PROVIDED
Broker4
Advisor / Consultant2
Top plans served
All 6 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ROLAND FOODS, LLC ROLAND FOODS, LLC RETIREMENT BENEFIT PLAN | NEW YORK, NY | Broker BROKER/ADVISER | 161 | $16.8M | $0 |
| ROLAND FOODS, LLC ROLAND FOODS, LLC RETIREMENT BENEFIT PLAN | NEW YORK, NY | Broker BROKER/ADVISER | 156 | $15.0M | $0 |
| ROLAND FOODS, LLC ROLAND FOODS, LLC RETIREMENT BENEFIT PLAN | NEW YORK, NY | Advisor / Consultant BROKER ADVISOR | 150 | $13.0M | $0 |
| SUCCESS REHABILITATION, INC. SUCCESS REHABILITATION, INC. 401(K) PROFIT SHARING PLAN | QUAKERTOWN, PA | Broker BROKER/ADVISER | 265 | $8.9M | $0 |
| SUCCESS REHABILITATION, INC. SUCCESS REHABILITATION, INC. 401(K) PROFIT SHARING PLAN | QUAKERTOWN, PA | Broker BROKER/ADVISER | 190 | $6.4M | $0 |
| SUCCESS REHABILITATION, INC. SUCCESS REHABILITATION, INC. PROFIT SHARING PLAN | QUAKERTOWN, PA | Advisor / Consultant BROKER/ADVISOR | 177 | $5.1M | $0 |