Plans listing this provider
2,166
3.84% of the 56,420 plans with Schedule H financials; 2,270 in 2023
Providers › ADP Broker-dealer
Plans listing this provider
2,166
3.84% of the 56,420 plans with Schedule H financials; 2,270 in 2023
Assets of those plans
$42,548,033,834
0.55% of all Schedule H plan assets
Plans where it is the recordkeeper
2,162
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$143,517
0% 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.
| Service code | Meaning | Plans |
|---|---|---|
| 59 | Shareholder servicing fees | 1,765 |
| 60 | Sub-transfer agency fees | 1,765 |
| 99 | Other fees | 1,118 |
| 49 | Other services | 1,117 |
| 63 | Distribution (12b-1) fees | 847 |
| 64 | Recordkeeping fees | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Lonza US Savings Planrecordkeeper | Lonza USA | $1,194,070,672 | 7,439 | $0 |
| Samtec, Incorporated Retirement Planrecordkeeper | Samtec | $583,274,012 | 2,616 | $0 |
| NV5, Inc. 401(k) Profit Sharing Planrecordkeeper | NV5 | $464,301,687 | 4,342 | $0 |
| Central Bancompany Tax Reduction Thrift 401(k) Planrecordkeeper | Central Bancompany | $400,674,775 | 4,250 | $0 |
| Imeg 401(k) Planrecordkeeper | Imeg Consultants | $380,232,094 | 3,367 | $0 |
| Toyoda Gosei 401(k) Planrecordkeeper | Toyoda Gosei North America | $371,054,738 | 5,634 | $0 |
| Misa Consolidated 401(k) Planrecordkeeper | Marubeni-itochu Steel America | $278,303,115 | 2,945 | $0 |
| Celestica 401(k) Retirement Planrecordkeeper | Celestica | $259,659,625 | 1,935 | $0 |
| Ankura Consulting Group, LLC Savings Planrecordkeeper | Ankura Consulting Group | $230,479,394 | 2,255 | $0 |
| The Arxada 401(k) Planrecordkeeper | Arxada | $224,937,428 | 1,219 | $0 |
| Legence 401(k) Planrecordkeeper | Legence Holdings | $216,823,547 | 2,536 | $0 |
| Hutchinson Corporation 401(k) Plan & Trustrecordkeeper | Hutchinson FMS | $213,543,484 | 1,701 | $0 |
| Verdantas LLC Retirement Planrecordkeeper | Verdantas | $202,030,947 | 1,616 | $0 |
| Mavis Tire Supply LLC 401(k) Planrecordkeeper | Mavis Tire Supply | $202,010,820 | 13,762 | $0 |
| Veeam Software Corporation 401(k) Planrecordkeeper | Veeam Software | $191,363,051 | 2,018 | $0 |
| Labella Associates Profit Sharing / 401(k) Planrecordkeeper | Labella Associates D.P.C. | $182,487,155 | 1,764 | $0 |
| ATS Corporation 401(k) Retirementrecordkeeper | ATS | $175,417,433 | 2,056 | $0 |
| Tower Research Capital Group 401(k) Planrecordkeeper | Tower Research Capital LLC (TRC) | $167,424,358 | 740 | $0 |
| Hanmi Bank Profit Sharing & 401(k) Savings Planrecordkeeper | Hanmi Bank | $143,886,084 | 851 | $0 |
| Tungsten Automation 401(k) Salary Savings Planrecordkeeper | Kofax Image Products | $143,128,847 | 706 | $0 |
| IBEW Local Union No 252 DEF Contrib Plan 401(k) Plan | JT Board Trustees IBEW Local 252 | $143,062,358 | 1,068 | $0 |
| Inizio Retirement Planrecordkeeper | Ashfield Healthcare | $139,761,165 | 3,767 | $0 |
| Stella-jones Corporation Retirement Planrecordkeeper | Stella-jones | $138,185,650 | 2,262 | $0 |
| Integrated Power Services Retirement Savings Planrecordkeeper | Integrated Power Services | $138,104,724 | 2,184 | $0 |
| Inizio Employee Savings Planrecordkeeper | Ashfield Healthcare COMM. | $134,166,172 | 1,165 | $0 |
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.