Form 5500 Search

MFS VALUE

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
4
Active participants
2,684
Total plan assets
$37.7M
Filings (rows)
4
Direct comp
$0
Indirect comp
$0
Aggregating 3 name variants under "MFS VALUE"

SERVICES PROVIDED

Other4

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
AMERITAS LIFE INS SEP A/C D3
JOHN HANCOCK2
JOHN HANCOCK LIFE INSURANCE2
VOYA RETIREMENT INS & ANNUITY CO2
MFS2
TRANSAMERICA LIFEGOAL 2040 WITH BLA1
LARGE CAP VAL II R11

Top plans served

All 4 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
ACETO US, LLC
ACETO US, LLC 401(K) RETIREMENT PLAN
PORT WASHINGTON, NY
Other
NONE
164$14.0M$0
NEXT STEP HEALTHCARE, LLC
NEXT STEP HEALTHCARE 401(K) PLAN
WOBURN, MA
Other
NONE
1,004$10.2M$0
NEXT STEP HEALTHCARE, LLC
NEXT STEP HEALTHCARE 401(K) PLAN
WOBURN, MA
Other
NONE
1,360$10.0M$0
THE TOMORROW COMPANIES INC.
TOMORROW.IO 401(K) PLAN
BOSTON, MA
Other
NONE
156$3.5M$0
MFS VALUE — Form 5500 Service Provider Profile | Form 5500 Search