Plans listing this provider
72
0.13% of the 56,420 plans with Schedule H financials; 82 in 2023
Providers › Ameriprise Financial Services LLC
Ameriprise Financial Services LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $532,016
Assets of those plans
$1,213,723,961
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$532,016
20% 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 |
|---|---|---|
| 55 | Other commissions | 37 |
| 27 | Investment advisory (plan) | 23 |
| 99 | Other fees | 7 |
| 49 | Other services | 6 |
| 26 | Investment advisory (participants) | 4 |
| 28 | Investment management | 4 |
| 59 | Shareholder servicing fees | 3 |
| 50 | Direct payment from the plan | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Burke Group 401(k) Profit Sharing Plan | Burke Group | $138,080,880 | 565 | $56,250 |
| Johnson & Jordan, Inc. Employee Stock Ownership 401(k) Plan | Johnson & Jordan | $71,076,406 | 359 | $66,238 |
| NTS Technical Systems, LLC 401(k) Profit Sharing Plan | NTS Technical Systems DBA National Technical Systems | $65,048,910 | 925 | $0 |
| A G Equipment Company Income Growth Plan | A G Equipment | $57,404,491 | 483 | $0 |
| Darling Consulting Group 401(k) Profit Sharing Plan | Darling Consulting Group | $56,416,910 | 206 | $0 |
| Orlando Magic 401(k) Savings Plan | Orlando Magic | $39,040,597 | 408 | $45,150 |
| Sunset Automotive Group 401(k) Plan | Sunset Automotive Group | $36,396,984 | 438 | $45,953 |
| Vinik Sports Group 401(k) Plan | Vinik Sports Group | $35,741,760 | 563 | $34,737 |
| Fosber Savings & Retirement Plan | Fosber America | $34,624,060 | 205 | $0 |
| Orthopedic Associates of SW Ohio Inc Profit Sharing 401(k) Plan | Orthopedic Associates of SW Ohio | $34,050,179 | 211 | $64,247 |
| Oppo 401(k) Plan & Trust | Innopeak Technology | $30,750,174 | 317 | $0 |
| Elitech Group Inc Profit Sharing Plan | Wescor | $22,897,927 | 179 | $0 |
| JVA, Inc. Profit-sharing Plan and Trust | JVA | $22,774,238 | 167 | $0 |
| Down East Community Hospital 401(k) Retirement Plan | Down East Community Hospital | $22,676,512 | 390 | $53,304 |
| Vernis & Bowling 401(k) Plan | Vernis & Bowling of Miami | $21,964,422 | 468 | $0 |
| USI Consultants, Inc 401(k) Plan | USI Consultants | $21,781,638 | 130 | $0 |
| Mar-bal, Inc. Retirement Savings Plan | Mar-bal | $20,929,098 | 563 | $0 |
| Global Association of Risk Professionals Inc. 401(k) Plan | Global Association of Risk Profe | $19,393,005 | 118 | $0 |
| Fristam Pumps USA, Limited Partnership Retirement Savings Plan | Fristam Pumps USA Limited Partnership | $19,154,616 | 133 | $29,264 |
| Blue Chip Marketing Worldwide 401(k) Plan | Blue Chip Marketing Worldwide | $18,964,031 | 220 | not reported |
| James W. Fowler Co. 401(k) Profit Sharing Plan | James W. Fowler | $17,504,552 | 291 | $0 |
| Paradise Tomato Kitchens, Inc. 401(k) Profit Sharing Plan | Paradise Tomato Kitchens | $15,714,039 | 233 | $0 |
| Lenco Industries, Inc. 401(k) Retirement Plan | Lenco Industries | $15,032,824 | 99 | $0 |
| Killbuck Savings Bank Company 401(k) | Killbuck Savings Bank | $14,351,484 | 161 | $0 |
| Douglas Fruit Company Salary Reduction and Savings Plan | Western Materials | $14,207,104 | 306 | $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.