401k Record

Providers › Baker Tilly Virchow Krause, LLP

Baker Tilly Virchow Krause, LLP

Plans listing this provider

16

0.03% of the 56,420 plans with Schedule H financials; 26 in 2023

Assets of those plans

$1,121,077,606

0.01% 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

$288,205

100% 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 codeMeaningPlans
10Accounting (including auditing)11
99Other fees3
13Contract administrator1
27Investment advisory (plan)1
29Legal1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Gruma Corporation Retirement Savings PlanGruma $345,995,5935,327$49,106
Schott Corporation 401(k) PlanSchott $172,888,4701,258$9,529
Orthofix 401(k) Retirement PlanOrthofix US $152,599,5241,651$12,376
Zimbrick, Inc. Retirement Savings PlanZimbrick $130,262,909865$30,950
Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing PlanKlehr Harrison Harvey Branzburg $90,458,008124$18,750
Leerink Partners 401(k) PlanLeerink Partners $76,095,595556$33,076
Summit Financial Group, Inc. Defined Contribution PlanBurke & Herbert Financial Services $46,068,302583$18,029
Huron Valley Steel Corporation 401(k) PlanHuron Valley Steel $25,221,901216$5,000
The Acutronic Company 401(k) Retirement Savings PlanAcutronic $15,318,955158$8,178
C & L Refrigeration Co. 401(k) Retirement PlanC & L Refrigeration $13,599,287172$31,403
Home Run Auto Group 401(k) PlanHome Run Auto Group $13,239,504263$19,539
Gourmet Culinary Partners 401(k) Retirement Savings PlanGourmet Culinary Partners $11,288,669232$4,300
The Hickory Farms Employee Savings and Retirement PlanHickory Farms $11,201,293191$15,050
Madison Industrial Solutions 401(k) PlanMadison Industrial Solutions $8,730,990129$1,000
Shippers Automotive Group 401(k) PlanShippers Automotive Group $8,108,606291$7,919
Healthsmart Benefits Management, LLC 401(k) Retirement Benefit PlanHealthsmart Benefits Management $00$24,000

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.