Plans listing this provider
24
0.04% of the 56,420 plans with Schedule H financials; 5 in 2023
Providers › Assuredpartners Investment Advisors
Assuredpartners Investment Advisors
- Service provider, as named on Schedule C
- EIN 452712335
- Plan year 2024
- Direct compensation reported $465,074
Assets of those plans
$593,401,874
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
$465,074
75% 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) | 12 |
| 99 | Other fees | 4 |
| 26 | Investment advisory (participants) | 3 |
| 49 | Other services | 3 |
| 70 | Consulting fees | 3 |
| 15 | Recordkeeping and information management | 2 |
| 13 | Contract administrator | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates | Cooper Group | $101,608,403 | 866 | $39,294 |
| Applied Information Sciences, Inc. Employees' 401(k) Retirement Planrecordkeeper | Applied Information Sciences | $99,999,279 | 629 | $53,337 |
| Security Plus Retirement Savings Plan | Evergreen Moneysource Mortgage Company DBA Evergreen Home Loans | $60,867,856 | 632 | $36,000 |
| Patterson & Sheridan, LLP Profit Sharing 401(k) Plan | Patterson & Sheridan | $53,707,672 | 232 | $15,378 |
| Molecular Epidemiology, Inc. 401(k) Profit Sharing Plan | Molecular Epidemiology | $34,088,819 | 933 | $39,912 |
| MD2 International, LLC Retirement Trust | MD2 International | $33,808,860 | 200 | $43,581 |
| North Pacific Seafoods 401(k) Savings Plan | North Pacific Seafoods | $30,269,795 | 836 | $17,500 |
| Aegis Senior Communities, LLC 401(k) Plan | Aegis Senior Communities | $21,390,267 | 766 | $20,967 |
| Hamill Manufacturing Company 401(k) Profit Sharing Plan | Hamill Manufacturing | $19,174,278 | 127 | $24,634 |
| James Craft & Son, Inc. 401(k) Retirement Plan | James Craft & Son | $18,396,506 | 154 | $0 |
| Sodrel Truck Lines, Inc. 401(k) Profit Sharing Plan | Sodrel Truck Lines | $15,972,843 | 371 | $43,439 |
| Clay Ingels Co., LLC Retirement Savings Plan | Clay Ingels | $14,357,523 | 307 | $0 |
| Hall Industries, Inc. 401(k) Retirement Plan | Hall Industries | $13,554,813 | 237 | $38,612 |
| Dawood Engineering Inc 401(k) Plan | Dawood Engineering | $12,799,481 | 164 | $0 |
| Noah Medical 401(k) Plan | Noah Medical | $11,019,312 | 240 | $22,548 |
| Corporate Care 401(k) Plan | Corporate Care Central Payroll Services | $8,872,313 | 144 | $7,022 |
| GH III Management, LLC Salary Deferral Plan | GH III Management | $7,531,630 | 109 | $0 |
| Weleski Transfer, Inc. 401(k) Profit Sharing Planrecordkeeper | Weleski Transfer | $7,502,243 | 103 | $12,122 |
| IFC Services 401(k) Profit Sharing Plan | IFC Services | $7,094,219 | 221 | $1,050 |
| Beacon Retirement Savings Plan | Beacon Property Management | $6,398,470 | 195 | $0 |
| Hopeful Journeys Educational Center, Inc 401(k) Profit Sharing Plan | Hopeful Journeys Educational Center | $6,149,096 | 119 | $0 |
| Lakeside Country Club 401(k) Plan | Lakeside Country Club | $6,030,253 | 244 | $18,279 |
| Gilster-mary Lee 401(k) Plan | Gilster-mary Lee | $2,036,320 | 400 | $29,306 |
| Bethlehem Construction, Inc.401(k) Plan | Bethlehem Construction | $771,623 | 67 | $2,093 |
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.