Plans listing this provider
25
0.04% of the 56,420 plans with Schedule H financials; 20 in 2023
Providers › Ameriprise Financial Services Inc
Ameriprise Financial Services Inc
- Service provider, as named on Schedule C
- EIN 516041053
- Plan year 2024
- Direct compensation reported $23,295
Assets of those plans
$1,105,407,229
0.01% 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
$23,295
8% 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 |
|---|---|---|
| 99 | Other fees | 24 |
| 49 | Other services | 23 |
| 27 | Investment advisory (plan) | 4 |
| 55 | Other commissions | 4 |
| 50 | Direct payment from the plan | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $77 |
| Aesculapian Management Company, LLC 401(k) Plan | Aesculapian Management | $69,049,978 | 945 | $0 |
| Probity Inc. 401(k) Profit Sharing Plan | Probity | $50,532,025 | 192 | $0 |
| ZIM American Integrated Shipping Services Company, LLC 401(k) Savings | ZIM American Integrated Shipping Services | $48,612,836 | 685 | $0 |
| Brailsford & Dunlavey, Inc. 401(k) Plan | Brailsford & Dunlavey | $44,928,191 | 437 | $0 |
| Colony Bankcorp, Inc. 401(k) Plan | Colony Bankcorp | $34,307,656 | 567 | $23,218 |
| The Spiratex Company Retirement Plan | Spiratex | $30,164,189 | 146 | $0 |
| Independence Rehab, LLC 401(k) Profit Sharing Plan | Independence Rehab | $22,693,414 | 1,293 | $0 |
| Howard Brown 401(k) Plan | Howard Brown Health Center | $20,829,887 | 663 | $0 |
| Head USA, Inc. 401(k) Plan | Head USA | $19,663,192 | 161 | $0 |
| Crosslink 401(k) Retirement Plan | Crosslink Professional Tax Solutions | $17,772,259 | 159 | $0 |
| Jackson Tube Service, Inc. 401(k) Plan | Jackson Tube Service | $13,425,958 | 146 | $0 |
| South 49 Holdings Ltd. 401(k) Plan | South 49 Holdings | $13,101,674 | 142 | $0 |
| Halloran Retirement Plan | Halloran Consulting Group | $12,733,581 | 117 | $0 |
| Prospect Education 401(k) Plan | Prospect Education | $9,008,748 | 182 | $0 |
| Aduro 401(k) Plan | Aduro | $7,577,099 | 112 | $0 |
| Applied Behavior Health Management, LLC 401(k) Plan | Applied Behavior Health Management | $7,219,064 | 497 | $0 |
| Pioneer Construction 401(k) Plan | Pioneer Construction | $7,099,911 | 126 | $0 |
| Kaso Plastics Inc. 401(k) Cash OR Deferred Savings Plan | Kaso Plastics | $5,548,417 | 141 | $0 |
| Hand and Stone Franchise 401(k) Profit Sharing Plan and Trust | Hand & Stone Franchise | $4,821,532 | 162 | $0 |
| Superior Insurance Partners, LLC 401(k) Plan | Superior Insurance Partners | $4,517,640 | 252 | $0 |
| Ventura Services FL LLC 401(k) Plan | Ventura Services FL | $4,507,467 | 361 | $0 |
| CCI 403(b) Plan | Community Connections | $3,879,357 | 301 | $0 |
| Crossroads Building Supply 401(k) Plan | Deroche Building Supply Inc. DBA Crossroads Building Supply | $2,535,442 | 157 | $0 |
| US Assure Insurance Services of Florida, Inc. 401(k) Profit Sharing Plan | US Assure Insurance Services of Florida | $0 | 0 | $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.