Plans listing this provider
22
0.04% of the 56,420 plans with Schedule H financials; 20 in 2023
Providers › Alliance Benefit Group of Houston
Plans listing this provider
22
0.04% of the 56,420 plans with Schedule H financials; 20 in 2023
Assets of those plans
$356,347,896
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
6
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$157,002
50% 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 |
|---|---|---|
| 49 | Other services | 13 |
| 99 | Other fees | 11 |
| 13 | Contract administrator | 8 |
| 64 | Recordkeeping fees | 6 |
| 50 | Direct payment from the plan | 5 |
| 15 | Recordkeeping and information management | 4 |
| 37 | Participant loan processing | 4 |
| 10 | Accounting (including auditing) | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Westmont Hospitality Group 401(k) Plan | Westmont Hospitality Management | $53,842,239 | 1,130 | $0 |
| Houston Metro Urology, P.A. 401(k) Profit Sharing Plan | Houston Metro Urology | $40,796,089 | 173 | $350 |
| Sam Houston Electric Cooperative, Inc. Pension Plan | Sam Houston Electric Cooperative | $36,329,103 | 182 | $0 |
| Charter Brokerage, LLC 401(k) Profit Sharing Plan | Charter Brokerage | $31,432,756 | 206 | $5,572 |
| Traditions Health, LLC 401(k) Plan | Traditions Health | $31,035,635 | 1,277 | $17,105 |
| Red Roof Franchising, LLC 401(k) Savings Plan | Red Roof Franchising | $20,287,518 | 233 | $0 |
| Vital Farms Inc. 401(k) Profit Sharing Plan | Vital Farms | $20,097,804 | 670 | $0 |
| Accent Family of Companies 401(k) Plan | Accent Packaging | $19,506,220 | 157 | $0 |
| Osha Bergman Watanabe & Burton 401(k) Plan | Osha Bergman Watanabe & Burton | $18,065,239 | 147 | $3,783 |
| Stream-flo 401(k))plan | Stream-flo USA | $9,450,895 | 139 | $0 |
| Mccourt Equipment Safe Harbor 401(k) Planrecordkeeper | Mccourt Equipment | $9,326,816 | 176 | $4,300 |
| Archpoint Group Retirement Plan | Archpoint | $9,209,457 | 144 | $0 |
| U.A.P.P. Local Union No.142 Profit Sharing Planrecordkeeper | U.A.P.P. Local Union No. 142 Profit Sharing Plan | $8,786,138 | 754 | $36,674 |
| The Woodlands Christian Academy 403(b) Plan | Woodlands Christian Academy | $8,428,038 | 194 | $0 |
| Pfluger Architects, Inc. 401(k) Plan | Pfluger Architects | $8,018,566 | 176 | $4,026 |
| PGM of Texas Retirement Planrecordkeeper | PGM of Texas | $6,969,702 | 264 | $12,300 |
| Convo Communications LLC 401(k) Profit Sharing Plan and Trust | Convo Communications | $5,949,378 | 253 | $0 |
| Lack's Valley Stores, Ltd. 401(k) Profit Sharing Planrecordkeeper | Lacks Valley Stores | $5,382,426 | 318 | $67,617 |
| Texas State Aquarium 403(b) Plan | Texas State Aquarium | $4,857,983 | 109 | $0 |
| Winco Development 401(k) Planrecordkeeper | Winco Development | $3,468,494 | 143 | $4,275 |
| Ally Medical Retirement Plan | Ally Medical Management | $2,750,210 | 186 | $0 |
| Renhill Staffing Service 401(k) Planrecordkeeper | Renhill Staffing Service | $2,357,190 | 136 | $1,000 |
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.