Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 14 in 2023
Providers › American Pension Advisors, Ltd.
American Pension Advisors, Ltd.
- Service provider, as named on Schedule C
- EIN 352015845
- Plan year 2024
- Direct compensation reported $119,909
Assets of those plans
$184,462,716
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
8
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$119,909
79% 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 | 7 |
| 15 | Recordkeeping and information management | 6 |
| 50 | Direct payment from the plan | 6 |
| 99 | Other fees | 6 |
| 49 | Other services | 5 |
| 12 | Claims processing | 4 |
| 13 | Contract administrator | 4 |
| 37 | Participant loan processing | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Iomsa, P.C. Retirement Plan | Indiana Oral & Maxillofacial Surgery Associates | $36,325,679 | 120 | $525 |
| Shelby Gravel, Inc. Employee 401(k) Retirement Plan | Shelby Gravel | $32,928,166 | 288 | $800 |
| Scannell Development Company 401(k) Plan | Scannell Development | $31,915,621 | 143 | $0 |
| Buchanan Group, Inc. 401(k) Retirement Planrecordkeeper | Buchanan Group | $21,641,838 | 204 | $5,490 |
| Ohio Valley Gas Corporation Employees' 401(k) Planrecordkeeper | Ohio Valley Gas | $19,913,000 | 225 | $1,456 |
| Acorn Distributors, Inc. 401(k) Profit Sharing Planrecordkeeper | Acorn Distributors | $10,467,467 | 157 | $0 |
| Open Door Health Services, Inc. 401(k) Plan & Trust | Open Door Health Services | $9,311,688 | 206 | $4,665 |
| Birge & Held Asset Management, LLC 401(k) Planrecordkeeper | Birge & Held Asset Management | $8,198,917 | 223 | $9,726 |
| PHG Retirement Planrecordkeeper | Ceres LLC D/B/A Prime Hospitality Group | $6,505,693 | 1,807 | $69,450 |
| Miller's 401(k) Profit Sharing Planrecordkeeper | Skico | $3,246,654 | 108 | $850 |
| MCL, Inc. Salary Savings Planrecordkeeper | MCL | $2,726,400 | 291 | $6,823 |
| Repucare 401(k) Profit Sharing Plan and Trustrecordkeeper | Repucare | $1,280,957 | 139 | $7,041 |
| Ummh 401(k) Plan | United Methodist Memorial Home | $636 | 0 | $13,083 |
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.