Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Aldrich Wealth Limited Partnership
Aldrich Wealth Limited Partnership
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $586,273
Assets of those plans
$672,671,466
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
$586,273
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) | 11 |
| 50 | Direct payment from the plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Oregon Anesthesiology Group, P.C. 401(k) Profit Sharing Plan | Oregon Anesthesiology Group | $385,779,893 | 355 | $74,999 |
| Eye Health Northwest, P.C. 401(k) Profit Sharing Plan and Trust | Eye Health Northwest | $92,857,474 | 708 | $61,401 |
| Consumer Cellular Inc 401(k) Profit Sharing Plan & Trust | Consumer Cellular | $56,000,897 | 1,613 | $50,566 |
| Otak Inc. 401(k) Employee Savings Plan | Otak | $44,965,530 | 473 | $81,646 |
| Erickson-hall Construction Company 401(k) Profit Sharing Plan and Trust | Erickson-hall Construction | $26,181,643 | 270 | $65,211 |
| Powin Energy Operating LLC 401(k) Plan | Powin Energy Operating | $23,137,112 | 476 | $71,013 |
| Pence Construction 401(k) Plan | LCG Pence | $20,330,257 | 208 | $64,870 |
| North Santiam Paving Co. 401(k) Profit Sharing Plan | North Santiam Paving | $10,681,853 | 109 | $40,622 |
| Guardian Management LLC 401(k) Plan | Guardian Management | $7,071,586 | 155 | $26,559 |
| Schoolmint, Inc. 401(k) Profit Sharing Plan and Trust | Schoolmint | $5,665,221 | 111 | $23,282 |
| Hope Orthopedics of Oregon 401(k) Profit Sharing Plan | Willamette Orthopedic Group | $0 | 0 | $26,104 |
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.