Plans listing this provider
76
0.13% of the 56,420 plans with Schedule H financials; 59 in 2023
Providers › Ameriprise Financial
Ameriprise Financial
- Service provider, as named on Schedule C
- EIN 410973005
- Plan year 2024
- Direct compensation reported $802,841
Assets of those plans
$2,286,690,885
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
20
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$802,841
35% 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 |
|---|---|---|
| 49 | Other services | 41 |
| 50 | Direct payment from the plan | 23 |
| 55 | Other commissions | 23 |
| 99 | Other fees | 22 |
| 64 | Recordkeeping fees | 20 |
| 15 | Recordkeeping and information management | 20 |
| 21 | Trustee (bank, trust company or similar) | 19 |
| 27 | Investment advisory (plan) | 13 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $0 |
| Isolved 401-k Plan | Plan Professionals | $465,689,331 | 24,264 | $10,884 |
| Redsail Technologies, LLC Retirement Savings Plan | Redsail Technologies | $136,664,337 | 892 | $40,800 |
| 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 |
| Voestalpine Roll Forming Corporation 401(k) Savings Planrecordkeeper | RFC | $47,877,259 | 1,276 | $37,526 |
| Huvepharma Inc 401(k) Profit Sharing Plan and Trustrecordkeeper | Huvepharma | $45,224,665 | 340 | $83,011 |
| Brailsford & Dunlavey, Inc. 401(k) Plan | Brailsford & Dunlavey | $44,928,191 | 437 | $0 |
| HSO 401(k) Plan | AKA Enterprise Solutions | $40,360,793 | 307 | $0 |
| China Merchants Bank 401(k) Plan | China Merchants Bank | $35,951,688 | 176 | $0 |
| Time Manufacturing Company 401(k) Plan | Time Manufacturing | $33,206,623 | 1,015 | $0 |
| Academy of Nutrition and Dietetics Retirement Plan | Academy of Nutrition and Dietetics | $28,631,775 | 229 | $0 |
| NJ Lenders 401(k) Plan | NJ Lenders | $22,839,717 | 156 | $0 |
| Independence Rehab, LLC 401(k) Profit Sharing Plan | Independence Rehab | $22,693,414 | 1,293 | $0 |
| Charleston Gastro Specialists, P.A. Profit Sharing 401(k) Plan | Charleston Gastroenterology Specialists | $21,558,029 | 291 | $21,106 |
| Pape Employees 401(k) Planrecordkeeper | Pape Chevrolet | $20,553,379 | 128 | $48,582 |
| Mortgage 1 Inc. 401(k) P/S Planrecordkeeper | Mortgage 1 | $18,910,334 | 229 | $48,472 |
| Lanco Employees Retirement/ Profit Sharing Planrecordkeeper | Lanco Assembly Systems | $18,601,979 | 167 | $13,340 |
| Southwest Microwave Employee Savings & Profit Sharing Plan | Southwest Microwave | $18,440,503 | 166 | $39,257 |
| Crosslink 401(k) Retirement Plan | Crosslink Professional Tax Solutions | $17,772,259 | 159 | $0 |
| Network Adjusters, Incorporated 401(k) Profit Sharing Plan & Trust | Network Adjusters | $17,664,675 | 176 | $0 |
| Arcoro Holdings Corp. Profit Sharing Plan | Exaktime Innovations | $17,288,750 | 298 | $63,118 |
| Hoopaugh Grading Co., LLC 401(k) Plan | Hoopaugh Grading | $16,621,992 | 364 | $0 |
| Jack Doheny Company 401(k) Plan | Jack Doheny | $16,584,559 | 264 | $0 |
| Mechanical Services & Design Inc. 401(k) Plan | Mechanical Services & Design | $16,323,171 | 309 | $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.