Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › Allworth Financial LP
Allworth Financial LP
- Service provider, as named on Schedule C
- EIN 680372662
- Plan year 2024
- Direct compensation reported $3,133,790
Assets of those plans
$71,230,096,690
0.91% 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
$3,133,790
81% 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 |
|---|---|---|
| 26 | Investment advisory (participants) | 8 |
| 27 | Investment advisory (plan) | 6 |
| 50 | Direct payment from the plan | 6 |
| 51 | Investment management fees paid directly by plan | 3 |
| 99 | Other fees | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Delta 401(k) Retirement Plan | Delta Air Lines | $18,985,170,319 | 107,760 | $324,936 |
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $295,344 |
| Delta 401(k) Retirement Plan for Pilots | Delta Air Lines | $15,928,334,925 | 17,527 | $2,193,582 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines | $11,622,763,375 | 12,980 | $62,003 |
| Jetblue Airways Retirement Plan | Jetblue Airways | $5,447,050,378 | 26,861 | $6,897 |
| Spirit Airlines, Inc. Pilots' Retirement Savings Plan | Spirit Airlines | $1,181,558,760 | 3,511 | $52,503 |
| WSGR 401(k) and Profit Sharing Plan | Wilson Sonsini Goodrich & Rosati | $1,000,888,139 | 3,059 | $10,820 |
| Pacific Coast Producers Profit Sharing and Thrift 401(k) Plan | Pacific Coast Producers | $63,130,769 | 292 | $6,529 |
| Weintraub Tobin Chediak Coleman Grodin Law Corporation Salary Deferral Plan | Weintraub Tobin Chediak Coleman GRO | $59,980,118 | 243 | $0 |
| Future Automotive Group 401(k) Plan | Future Ford | $48,724,563 | 660 | $55,629 |
| Cass Arrieta 401(k) Plan | Cass Construction | $19,174,010 | 225 | $0 |
| Armor Metal Group, Inc. Plan and Trust | Armor Metal Group | $17,531,878 | 396 | $0 |
| The Boiling Crab 401(k) Plan | Boiling Crab Restaurant Group LLC DBA the Boiling Crab | $7,573,401 | 154 | $18,264 |
| Focus HR, Inc. Retirement Plan | Casa de Los Ninos | $6,521,895 | 231 | $19,937 |
| Allworth Financial Pooled Employer Plan | Pension Specialists | $5,729,708 | 70 | $73,104 |
| Sam Levitz Furniture Company, Inc. 401(k) Plan | Sam Levitz Furniture | $0 | 0 | $14,242 |
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.