401k Record

Providers › Alliance Benefit Group of Houston

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.

Services reported

Service codeMeaningPlans
49Other services13
99Other fees11
13Contract administrator8
64Recordkeeping fees6
50Direct payment from the plan5
15Recordkeeping and information management4
37Participant loan processing4
10Accounting (including auditing)1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Westmont Hospitality Group 401(k) PlanWestmont Hospitality Management $53,842,2391,130$0
Houston Metro Urology, P.A. 401(k) Profit Sharing PlanHouston Metro Urology $40,796,089173$350
Sam Houston Electric Cooperative, Inc. Pension PlanSam Houston Electric Cooperative $36,329,103182$0
Charter Brokerage, LLC 401(k) Profit Sharing PlanCharter Brokerage $31,432,756206$5,572
Traditions Health, LLC 401(k) PlanTraditions Health $31,035,6351,277$17,105
Red Roof Franchising, LLC 401(k) Savings PlanRed Roof Franchising $20,287,518233$0
Vital Farms Inc. 401(k) Profit Sharing PlanVital Farms $20,097,804670$0
Accent Family of Companies 401(k) PlanAccent Packaging $19,506,220157$0
Osha Bergman Watanabe & Burton 401(k) PlanOsha Bergman Watanabe & Burton $18,065,239147$3,783
Stream-flo 401(k))planStream-flo USA $9,450,895139$0
Mccourt Equipment Safe Harbor 401(k) PlanrecordkeeperMccourt Equipment $9,326,816176$4,300
Archpoint Group Retirement PlanArchpoint $9,209,457144$0
U.A.P.P. Local Union No.142 Profit Sharing PlanrecordkeeperU.A.P.P. Local Union No. 142 Profit Sharing Plan $8,786,138754$36,674
The Woodlands Christian Academy 403(b) PlanWoodlands Christian Academy $8,428,038194$0
Pfluger Architects, Inc. 401(k) PlanPfluger Architects $8,018,566176$4,026
PGM of Texas Retirement PlanrecordkeeperPGM of Texas $6,969,702264$12,300
Convo Communications LLC 401(k) Profit Sharing Plan and TrustConvo Communications $5,949,378253$0
Lack's Valley Stores, Ltd. 401(k) Profit Sharing PlanrecordkeeperLacks Valley Stores $5,382,426318$67,617
Texas State Aquarium 403(b) PlanTexas State Aquarium $4,857,983109$0
Winco Development 401(k) PlanrecordkeeperWinco Development $3,468,494143$4,275
Ally Medical Retirement PlanAlly Medical Management $2,750,210186$0
Renhill Staffing Service 401(k) PlanrecordkeeperRenhill Staffing Service $2,357,190136$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.