401k Record

Providers › Administrative Fidcuiary Service

Administrative Fidcuiary Service

Plans listing this provider

18

0.03% of the 56,420 plans with Schedule H financials; 109 in 2023

Assets of those plans

$486,972,847

0.01% of all Schedule H plan assets

Plans where it is the recordkeeper

0

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$227,909

94% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
99Other fees18

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Community Computer Service, Inc. 401(k) PlanCommunity Computer Service $79,323,539275$8,265
Qualified Emergency Specialists, Inc. 401(k) Profit Sharing PlanQualified Emergency Specialists $66,029,052129$11,000
Fullsteam Personnel LLC 401(k) PlanFullsteam Personnel $61,820,7481,724$10,184
Harborstone Credit Union Employee Retirement Savings PlanHarborstone Credit Union $54,223,388427$23,000
Terillium, Inc. 401(k) PlanTerillium $38,864,011245$12,765
Savin Engineers PC Profit Sharing PlanSavin Engineers $28,110,082121$10,200
Dimension Hospitality, LLC 401(k) PlanDimension Hospitality $25,708,827650$23,500
Donor Network of Arizona 403(b) PlanDonor Network of Arizona $25,616,442407$5,000
Bobcat Enterprises, Inc. 401(k) Retirement PlanBobcat Enterprises $14,632,799207$16,866
Taylor Metalworks, Inc. TrustTaylor Metalworks $14,555,142106$0
Clay Ingels Co., LLC Retirement Savings PlanClay Ingels $14,357,523307$7,400
The Papers, Inc. 401(k) Retirement PlanPapers $13,978,348145$6,079
Foley Holdings, LLC 401(k) Profit Sharing PlanFoley Holdings $13,498,745353$10,400
The Accurate Group 401(k) Profit Sharing PlanAccurate Group Holdings $13,271,330478$46,177
Rainy Partners, LLC 401(k) PlanRainy Partners $9,574,441143$1,759
The Ecology Group 401(k) PlanEcology Auto Parts $7,402,553825$24,550
Ziegler Companies Retirement Savings PlanZiegler Companies $6,005,877130$2,013
CBP Recyclers Profit Sharing PlanPenn Recycling $00$8,751

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.