Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › Advus Financial Partners
Advus Financial Partners
- Service provider, as named on Schedule C
- EIN 854001199
- Plan year 2024
- Direct compensation reported $357,444
Assets of those plans
$935,250,318
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$357,444
86% 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 code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 10 |
| 50 | Direct payment from the plan | 3 |
| 99 | Other fees | 3 |
| 13 | Contract administrator | 1 |
| 15 | Recordkeeping and information management | 1 |
| 16 | Consulting (general) | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 28 | Investment management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Signature Aviation USA, LLC 401(k) Plan | Signature Aviation USA | $271,440,470 | 4,189 | $37,257 |
| Women's Care 401(k) Plan | Physician Business Services | $243,291,827 | 3,121 | $24,371 |
| Post & Schell, P.C. Profit Sharing Plan | Post & Schell | $160,878,493 | 373 | $32,500 |
| Jackson Hewitt Employee Savings Plan | Jackson Hewitt Tax Service | $65,820,990 | 947 | $64,040 |
| CNL Financial Group Subsidiaries and Affiliates Employee Retirement Plan | CNL Financial Group Investment Management | $57,057,489 | 223 | $13,155 |
| Gibbs & Soell, Inc. Employees' Profit Sharing Plan and Trust | G & S Communications | $31,626,193 | 267 | $54,738 |
| Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust | Clark Partington Hart Larry Bond & Stackhouse | $29,222,043 | 105 | $0 |
| Rotary Corporation 401(k) Profit Sharing Plan | Rotary | $28,067,013 | 521 | $52,934 |
| BB&E 401(k) Plan | BB&E | $18,245,639 | 331 | $20,146 |
| Physicians 401(k) Solutions | Ortho Benefits | $13,167,215 | 122 | $28,165 |
| Disaster Resource Group LLC 401(k) Plan | Disaster Resource Group | $6,890,388 | 188 | $0 |
| Ocala Breeders Sales Co., Inc. 401(k) Profit Sharing Planrecordkeeper | Ocala Breeders Sales | $5,324,635 | 105 | $6,064 |
| Stratford University, Inc. Employees' 401(k) Plan | Stratford University | $4,217,923 | 109 | $5,000 |
| Sonata Health Care, LLC 401(k) Plan | Sonata Health Care | $0 | 0 | $19,074 |
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.