Plans listing this provider
30
0.05% of the 56,420 plans with Schedule H financials; 22 in 2023
Providers › At Investment Advisers Inc
At Investment Advisers Inc
- Service provider, as named on Schedule C
- EIN 200822261
- Plan year 2024
- Direct compensation reported $1,080,162
Assets of those plans
$51,134,741,095
0.66% 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
$1,080,162
97% 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 |
|---|---|---|
| 26 | Investment advisory (participants) | 23 |
| 50 | Direct payment from the plan | 18 |
| 27 | Investment advisory (plan) | 4 |
| 28 | Investment management | 4 |
| 99 | Other fees | 2 |
| 33 | Securities brokerage | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $28,990 |
| Schwabplan Retirement Savings and Investment Plan | Schwab Charles | $8,932,117,605 | 43,060 | $35,059 |
| The 401(k) Plan for Permanente Medical Groups | Southern California Permanente Medical Group | $6,535,861,838 | 22,192 | $26,858 |
| U.S. Anesthesia Partners, Inc. 401(k) Plan | U.S. Anesthesia Partners | $2,828,979,535 | 7,447 | $5,886 |
| Sidley Austin LLP Savings and Investment Plan | Sidley Austin | $1,932,030,718 | 5,876 | $212,152 |
| DLA Piper LLP (US) Profit Sharing and 401(k) Savings Plan | Piper & Marbury | $1,740,983,860 | 4,151 | $34,276 |
| Foley & Lardner LLP Defined Contribution Retirement Plan | Foley & Lardner | $1,700,727,443 | 3,143 | $36,472 |
| MW&E Savings and Retirement Plan | McDermott Will & Emery | $1,387,214,016 | 3,125 | $17,197 |
| King & Spalding LLP Profit Sharing - 401(k) Plan | King & Spalding | $1,272,173,406 | 3,155 | $48,070 |
| Dentons US LLP Profit Sharing Plan | Dentons US | $998,819,836 | 2,561 | $30,328 |
| K&L Gates 401(k) Plan Alpha | K&L Gates | $969,688,151 | 2,109 | $78,952 |
| Scripps Clinic Medical Group, Inc. Retirement Savings Plan | Scripps Clinic Medical Group | $962,120,671 | 1,264 | $51,596 |
| Sheppard, Mullin, Richter & Hampton LLP Retirement and Savings Plan | Sheppard Mullin Richter & Hampton | $911,625,125 | 2,158 | $5,175 |
| Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan | Taft Stettinius & Hollister | $848,887,158 | 1,807 | $26,875 |
| Barnes & Thornburg LLP Profit Sharing Plan | Barnes & Thornburg | $753,523,297 | 1,754 | $5,787 |
| The AES Corporation Retirement Savings Plan | AES | $728,189,756 | 3,717 | $13,434 |
| K&L Gates 401(k) Plan Beta | K&L Gates | $506,707,345 | 1,932 | $9,083 |
| Stradley, Ronon, Stevens & Young, LLP Retirement Plan I | Stradley Ronon Stevens & Young | $188,195,790 | 372 | $7,949 |
| Neal, Gerber & Eisenberg Profit Sharing/401(k) Plan | Neal Gerber & Eisenberg | $182,915,020 | 307 | $72,874 |
| Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan | Marshall Gerstein & Borun | $160,132,781 | 254 | $21,003 |
| Leydig, Voit & Mayer, Ltd. 401(k) and Profit Sharing Plan | Leydig Voit & Mayer | $149,349,962 | 254 | $67,436 |
| Miller, Cooper & Co., Ltd. Profit Sharing & Savings Plan & Trust | Miller Cooper | $148,291,319 | 569 | $98,444 |
| Central Anesthesia Service Exchange Medical Group, Inc. Profit Sharing Plan | Central Anesthesia Service Exchange Medical Group | $140,767,318 | 181 | $22,167 |
| Chapman and Cutler LLP Salary Deferral Plan for Partners and Support Staff | Chapman and Cutler | $135,908,780 | 510 | $7,861 |
| Integrated Imaging Consultants, LLC Retirement Savings Plan | Integrated Imaging Consultants | $99,868,113 | 147 | $23,289 |
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.