Plans listing this provider
65
0.12% of the 56,420 plans with Schedule H financials; 60 in 2023
Providers › Ameriprise Financial Services Inc
Ameriprise Financial Services Inc
- Service provider, as named on Schedule C
- EIN 382722519
- Plan year 2024
- Direct compensation reported $1,660,990
Assets of those plans
$3,431,824,066
0.04% of all Schedule H plan assets
Plans where it is the recordkeeper
4
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,660,990
54% 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 |
|---|---|---|
| 27 | Investment advisory (plan) | 30 |
| 55 | Other commissions | 26 |
| 50 | Direct payment from the plan | 7 |
| 99 | Other fees | 7 |
| 21 | Trustee (bank, trust company or similar) | 4 |
| 15 | Recordkeeping and information management | 4 |
| 49 | Other services | 4 |
| 26 | Investment advisory (participants) | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $48,869 |
| Standardaero 401(k) Savings Plan | Standardaero Business Aviation Services | $363,981,444 | 3,712 | $33,000 |
| Teladoc Health 401(k) Plan | Teladoc Health | $305,884,806 | 3,920 | $221,140 |
| Onto Innovation, Inc. 401(k) Savings Plan | Onto Innovation | $263,697,985 | 1,367 | $0 |
| Bank of China 401(k) Plan | Bank of China | $169,702,768 | 1,172 | $0 |
| Greenwood Racing Retirement Savings Plan | Greenwood Racing | $111,373,124 | 1,439 | $0 |
| Derrick Corporation Profit Sharing Plan | Derrick | $95,567,615 | 783 | $164,403 |
| Insurance Office of America 401(k) Plan | Insurance Office of America | $84,117,454 | 1,409 | $0 |
| Molded Fiber Glass Companies Profit Sharing & 401(k) Plan | Molded Fiber Glass Companies | $67,173,292 | 1,184 | $113,766 |
| Posillico 401(k) Profit Sharing Plan | Posillico Civil | $66,032,185 | 533 | $56,681 |
| Mclanahan Corporation Employee's 401(k) Retirement Plan | Mclanahan | $57,449,584 | 488 | $101,272 |
| Infrastructure Consulting & Engineering, PLLC 401(k) Plan | Infrastructure Consulting & Engineering | $56,047,781 | 479 | $51,449 |
| Frank O. Gehry & Associates, Inc. / Gehry Partners, LLP 401(k) Plan | Gehry Partners | $53,200,921 | 213 | $0 |
| Belden Holding and Acquisition Company 401(k) Plan | Belden Holding and Acquisition | $52,680,744 | 716 | $53,732 |
| The Western Sugar Cooperative Salaried Savings and Investment Plan | Western Sugar Cooperative | $52,595,593 | 249 | $38,150 |
| ATL Hawks LLC 401(k) Retirement Plan | ATL Hawks | $49,598,821 | 724 | $0 |
| Betts Industries, Inc. 401(k) Plan | Betts Industries | $48,924,634 | 322 | $105,852 |
| Deutsch Kerrigan L.L.P. 401(k) Profit Share Plan | Deutsch Kerrigan | $46,738,725 | 136 | $6,187 |
| Finkelstein & Affiliated Entities 401(k) Plan | Finkelstein & Partners | $43,071,704 | 381 | $0 |
| Robinson Fans Holdings 401(k) & Profit Sharing Plan | Robinson Fans Holdings | $41,811,777 | 377 | $78,451 |
| Shottenkirk 401(k) Retirement Savings Plan | Shottenkirk Automotive Group | $40,264,710 | 1,130 | $0 |
| The Western Sugar Cooperative Hourly Savings and Investment Plan | Western Sugar Cooperative | $33,431,403 | 652 | $48,140 |
| DKS Associates 401(k) Profit Sharing Plan | DKS Associates | $32,243,836 | 231 | $58,180 |
| Fralock, LLC 401(k) Plan | Fralock | $31,725,557 | 508 | $49,713 |
| Lincoln Learning Solutions 401(k) Plan | Lincoln Learning Solutions | $31,102,196 | 330 | $0 |
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.