MHM Retirement Plan Solutions LLC
advisor12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9-2 YoYRank #1739 of mapped providers
Assets under administration$20.9B0.0%Market share · rank #651
Fees received$1MMedian $14,414/planSum across Schedule C direct + indirect
Net wins YoY-22 won · 4 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical MHM Retirement Plan Solutions LLC plan look like?
Service mix · median fees per plan
Count of plans where MHM Retirement Plan Solutions LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Contract AdministratorCode 13 | 4 | $14,025 | |
Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Soft dollars commissionsCode 28 | 2 | $555,966 | |
Accounting (including auditing); Direct payment from the planCode 10 | 1 | $32,167 | |
Plan AdministratorCode 14 | 1 | $61,735 | |
Direct payment from the plan; Other feesCode 50 | 1 | $5,005 |
Competitor overlap
Percent of MHM Retirement Plan Solutions LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under MHM Retirement Plan Solutions LLC.
| Sponsor | From | Assets |
|---|---|---|
EVERGY, INC.MO · 822733395-001 | Mayer Hoffman McCann P.C. | $1.2B |
TELEDYNE TECHNOLOGIES INCORPORATEDCA · 251843385-003 | Strategic Investment Group | $180M |
Plans lost in 2024
Appeared last year under MHM Retirement Plan Solutions LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHWEST AIRLINES CO.TX · 741563240-004 | State Street | $9.9B |
SOUTHWEST AIRLINES CO.TX · 741563240-001 | Empower | $5.8B |
Q SERVICES LLCKS · 273775020-001 | Fidelity Investments | $84M |
THE GLOBAL ORPHAN PROJECT, INC.MO · 816079539-001 | American Funds | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $1M | 8y | - |
EVERGY, INC.MO · 822733395-001 | $1.2B | 6,847 | $5,005 | 1y | - |
CRB GROUP, INC.MO · 843462211-001 | $216M | 1,522 | $49,040 | 5y | 1 |
TELEDYNE TECHNOLOGIES INCORPORATEDCA · 251843385-003 | $180M | 643 | $6,335 | 1y | - |
SHAMROCK TRADING CORPORATIONKS · 203564413-001 | $122M | 2,846 | $61,735 | 7y | - |
MIDWEST TRANSPLANT NETWORK, INC.KS · 431016328-001 | $51M | 321 | $8,016 | 9y | - |
JOBS FOR THE FUTURE, INC.MA · 061164568-001 | $50M | 263 | $14,414 | 2y | - |
MORSE CHEVROLET, INC.KS · 480727552-002 | $27M | 616 | $32,167 | 10y | 1 |
BARTS ELECTRIC COMPANY, INC.MO · 431671389-001 | $22M | 457 | $13,636 | 7y | - |
Flag exposure
77.8%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (12)
Raw Schedule C names collapsed into MHM Retirement Plan Solutions LLC.
- FIDELITY INSTL ASSET MANAGEMENT LLC
- FIDELITY INSTL ASSET MGMT TR CO
- FIDELITY INSTL. ASSET MGMT TR. CO.
- MHM
- MHM P.C.
- MHM PC
- MHM RETIREMENT PLAN SOLUTIONS
- MHM RETIREMENT PLAN SOLUTIONS LLC
- MHM RETIREMENT PLAN SOLUTIONS/CBIZ
- MHM SERVICES INC
- MHM, LLC
- MHM, P.C.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for MHM Retirement Plan Solutions LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 22.22% | 1.71% | +20.51 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with MHM Retirement Plan Solutions LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on MHM Retirement Plan Solutions LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Groom Law Group, Chartered | 1 | 11.1% |
| Poyner Spruill LLP | 1 | 11.1% |
| Spencer Fane | 1 | 11.1% |