Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › Alan Biller & Associates
Alan Biller & Associates
- Service provider, as named on Schedule C
- EIN 942854958
- Plan year 2024
- Direct compensation reported $662,450
Assets of those plans
$27,877,943,535
0.36% 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
$662,450
100% 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 | 8 |
| 16 | Consulting (general) | 2 |
| 28 | Investment management | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Teamster - UPS National 401(k) Tax Deferred Savings Plan | United Parcel Service | $19,309,174,243 | 219,009 | $115,000 |
| Ilwu-pma Savings (401(k)) Plan | Pacific Maritime Association | $3,440,264,526 | 18,290 | $61,887 |
| Supplemental Income 401(k) Plan | Board of Trustees of Supplemental Income Trust Fund | $1,866,171,955 | 40,848 | $87,218 |
| Southern District UBC Defined Contribution Fund | Board of Trustees of the Southern District UBC Defined Contribution F | $1,239,805,630 | 51,643 | $50,000 |
| San Francisco Electrical Workers Retirement Savings Plan | Board of Trustees San Francisco Electrical Workers | $670,015,522 | 3,103 | $54,000 |
| Ups/ibt Local 2727 401(k) Plan | United Parcel Service | $508,111,978 | 1,924 | $17,078 |
| I.A.T.S.E. Local 33 Section 401(k) Plan | Board of Trustees I.A.T.S.E. Local 33 Section 401(k) | $380,961,250 | 5,838 | $62,424 |
| American Multi-cinema, Inc. 401(k) Savings Plan | American Multi-cinema | $260,258,910 | 3,229 | $121,915 |
| Pacific Maritime Association Qualified Deferred Compensation Plan | Pacific Maritime Association | $96,702,503 | 248 | $20,000 |
| U. A. Local No. 159 Defined Contribution Plan | Board of Trustees of U.A. Local No. 159 Defined Contribution Plan | $75,679,963 | 834 | $28,001 |
| Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan | Iron Workers Regional Shop Local Union 855 | $30,797,055 | 1,966 | $44,927 |
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.