Plans listing this provider
20
0.04% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Ancora Retirement Plan Advisors
Ancora Retirement Plan Advisors
- Service provider, as named on Schedule C
- EIN 232697799
- Plan year 2024
- Direct compensation reported $541,297
Assets of those plans
$409,427,440
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$541,297
70% 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) | 14 |
| 99 | Other fees | 7 |
| 15 | Recordkeeping and information management | 2 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 49 | Other services | 2 |
| 50 | Direct payment from the plan | 2 |
| 64 | Recordkeeping fees | 2 |
| 26 | Investment advisory (participants) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Ken Ganley Companies Retirement Savings Planrecordkeeper | Ken Ganley Companies | $53,950,901 | 1,143 | $57,200 |
| Planet Equity Group, LLC 401(k) Plan | Planet Equity Group | $53,349,447 | 901 | $0 |
| Norman Noble, Inc. 401(k) Retirement Savings Plan | Norman Noble | $42,020,473 | 528 | $78,566 |
| Gardiner Service Company Profit Sharing & Savings Plan | Gardiner Service | $39,123,794 | 295 | $17,638 |
| AML Rightsource, LLC 401(k) Profit Sharing Plan | AML Rightsource | $33,141,475 | 1,212 | $82,255 |
| MCPC Holdings, Inc. 401(k) Profit Sharing Plan | MCPC Holdings | $29,921,958 | 527 | $56,171 |
| The Winter Construction Company 401(k) Retirement Savings | Winter Construction | $28,935,210 | 318 | $19,613 |
| Steamboat IS, Inc. 401(k) Profit Sharing Plan and Trust | Breckenridge IS | $26,283,362 | 393 | $25,000 |
| Vocon 401(k) Retirement Savings Plan | Vocon Design | $19,784,281 | 286 | $61,496 |
| Stanz-troyer Holdings, LLC | Stanz-troyer Holdings | $18,570,107 | 398 | $45,214 |
| Wright Tool Company Retirement Savings Plan and Trust | Wright Tool | $10,256,715 | 211 | $5,746 |
| Sokol and Company 401(k) Salary Reduction Plan and Trust | SC - BCP Acquisition | $8,414,081 | 152 | $27,499 |
| Fathom SEO, LLC 401(k) Plan | Fathom SEO | $7,565,002 | 64 | $0 |
| United Labor Agency 401(k) Profit Sharing Plan | United Labor Agency | $7,118,495 | 119 | $0 |
| Urban Community School 401(k) Plan | Urban Community School | $7,017,904 | 151 | $0 |
| Shopperschoice/blaze 401(k) Plan | Shopperschoice.com | $6,722,271 | 241 | $0 |
| Winston Products, LLC 401(k) Plan | Winston Products | $5,393,733 | 142 | not reported |
| Medic Management Group 401(k) Plan | Medic Management Group | $4,762,380 | 110 | $25,701 |
| Alliance Solutions Group LLC Powered by Talentlaunch 401(k) Plan | Alliance Solutions Group | $4,719,369 | 161 | $25,841 |
| Wolstein Group 401(k) Profit Sharing Plan & Trustrecordkeeper | Bertram Inn | $2,376,482 | 67 | $13,357 |
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.