Plans listing this provider
46
0.08% of the 56,420 plans with Schedule H financials; 54 in 2023
Providers › American Funds
American Funds
- Service provider, as named on Schedule C
- EIN 956817943
- Plan year 2024
- Direct compensation reported $350,344
Assets of those plans
$498,794,198
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
41
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$350,344
78% 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 |
|---|---|---|
| 64 | Recordkeeping fees | 23 |
| 15 | Recordkeeping and information management | 19 |
| 37 | Participant loan processing | 14 |
| 28 | Investment management | 13 |
| 65 | Account maintenance fees | 12 |
| 63 | Distribution (12b-1) fees | 8 |
| 13 | Contract administrator | 4 |
| 59 | Shareholder servicing fees | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Michelsen Packaging Company 401(k) Planrecordkeeper | Michelsen Packaging | $70,145,492 | 252 | $78,112 |
| Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(k) Planrecordkeeper | Flaherty Sensabaugh & Bonasso P.L.L.C | $49,524,948 | 98 | $1,487 |
| Parker Automotive Group Retirement Savings Plan | Parker Motors | $43,829,865 | 439 | $37,241 |
| Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Planrecordkeeper | Southwest Missouri Bancorporation | $31,631,602 | 329 | $4,423 |
| Idaho Urologic Institute, P.A. 401(k) Profit Sharing Planrecordkeeper | Idaho Urologic Institute | $24,492,883 | 175 | $725 |
| Apex Logistics International 401(k) Profit Sharing Planrecordkeeper | Apex Logistics International | $22,125,729 | 517 | $0 |
| Hayes Beer Distributing Company Profit Sharing Plan and Trustrecordkeeper | Hayes Beer Distributing | $18,740,923 | 103 | $1,280 |
| Versatex Building Products, LLC 401(k) Planrecordkeeper | Versatex Buidling Products | $17,524,959 | 243 | $57,691 |
| Molded Rubber & Plastic 401(k) Salary Reduction Planrecordkeeper | Molded Rubber & Plastic | $12,017,736 | 209 | $1,263 |
| Schraad & Associates Sales/marketing, Inc. 401(k) Planrecordkeeper | Schraad & Associates-sales/marketing | $11,815,719 | 163 | $312 |
| Pruett's Food 401(k) Planrecordkeeper | Pruett's Food | $11,795,878 | 276 | $1,050 |
| Milestone, Inc. Retirement Planrecordkeeper | Milestone | $10,207,720 | 395 | $0 |
| Thrive Behavioral Health, LLC 401(k) Planrecordkeeper | Thrive Behavioral Health | $9,906,544 | 167 | $16,679 |
| Premier Pan Company, Inc. 401(k) Profit Sharing Planrecordkeeper | Premier Pan | $9,602,435 | 131 | $350 |
| Pacific Automotive Group 401(k) Planrecordkeeper | Pacific Automotive Group | $9,561,028 | 146 | $2,675 |
| Connectivity Point 401(k) Planrecordkeeper | Connectivity Point Design & Installation | $8,790,631 | 121 | not reported |
| Silvus Technologies, Inc. 401(k) Plan | Silvus Technologies | $8,746,998 | 278 | $0 |
| Empower Workplace Corp. 401(k) Planrecordkeeper | Empower Workplace | $8,719,074 | 189 | $26,966 |
| Vero Foods, Llc/courage Productions,llc 401(k) Planrecordkeeper | Vero Foods | $7,920,943 | 239 | $950 |
| Storage Asset Management, LLC 401(k) Profit Sharing Planrecordkeeper | Storage Asset Management | $7,435,173 | 354 | $34,136 |
| Community Specialists, Inc. 401(k) & Profit Sharing Planrecordkeeper | Community Specialists | $6,793,015 | 111 | $2,000 |
| Federal Cleaning Contractors, Inc. Employees' 401(k) Savings Planrecordkeeper | Federal Cleaning Contractors | $6,778,143 | 96 | $750 |
| Arcules, Inc. 401(k) Profit Sharing Planrecordkeeper | Arcules | $6,576,993 | 134 | $2,108 |
| Tripoint Solutions 401(k) Profit Sharing Planrecordkeeper | Tripoint Solutions | $6,551,929 | 170 | $2,385 |
| Gentlebrook 401(k) Retirement Savings Planrecordkeeper | Gentlebrook | $6,214,258 | 197 | not reported |
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.