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

Active participants

1,099

Total plan assets

$65.2M

Filings (rows)

Direct comp

Indirect comp

$9K

Aggregating 3 name variants under "M FINANCIAL"

Click a variant to view it alone

M FINANCIAL SECURITIES MARKETING IN4 M FINANCIAL SECURITIES1 M FINANCIAL SECURITIES MARKETING1

SERVICES PROVIDED

Broker4

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Roland Foods, LLC Roland Foods, LLC Retirement Benefit Plan · all filings	NEW YORK, NY	Broker	161	$16.8M	$0	$221
Roland Foods, LLC Roland Foods, LLC Retirement Benefit Plan · all filings	NEW YORK, NY	Broker	156	$15.0M	$0	$3K
Roland Foods, LLC Roland Foods, LLC Retirement Benefit Plan · all filings	NEW YORK, NY	Advisor / Consultant	150	$13.0M	$0	$3K
Success Rehabilitation, Inc. Success Rehabilitation, Inc. 401(k) Profit Sharing Plan · all filings	QUAKERTOWN, PA	Broker	265	$8.9M	$0	$1K
Success Rehabilitation, Inc. Success Rehabilitation, Inc. 401(k) Profit Sharing Plan · all filings	QUAKERTOWN, PA	Broker	190	$6.4M	$0	$1K
Success Rehabilitation, Inc. Success Rehabilitation, Inc. Profit Sharing Plan · all filings	QUAKERTOWN, PA	Advisor / Consultant	177	$5.1M	$0	$1K