Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 26 in 2023
Providers › 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.
| Service code | Meaning | Plans |
|---|---|---|
| 10 | Accounting (including auditing) | 11 |
| 99 | Other fees | 3 |
| 13 | Contract administrator | 1 |
| 27 | Investment advisory (plan) | 1 |
| 29 | Legal | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Gruma Corporation Retirement Savings Plan | Gruma | $345,995,593 | 5,327 | $49,106 |
| Schott Corporation 401(k) Plan | Schott | $172,888,470 | 1,258 | $9,529 |
| Orthofix 401(k) Retirement Plan | Orthofix US | $152,599,524 | 1,651 | $12,376 |
| Zimbrick, Inc. Retirement Savings Plan | Zimbrick | $130,262,909 | 865 | $30,950 |
| Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan | Klehr Harrison Harvey Branzburg | $90,458,008 | 124 | $18,750 |
| Leerink Partners 401(k) Plan | Leerink Partners | $76,095,595 | 556 | $33,076 |
| Summit Financial Group, Inc. Defined Contribution Plan | Burke & Herbert Financial Services | $46,068,302 | 583 | $18,029 |
| Huron Valley Steel Corporation 401(k) Plan | Huron Valley Steel | $25,221,901 | 216 | $5,000 |
| The Acutronic Company 401(k) Retirement Savings Plan | Acutronic | $15,318,955 | 158 | $8,178 |
| C & L Refrigeration Co. 401(k) Retirement Plan | C & L Refrigeration | $13,599,287 | 172 | $31,403 |
| Home Run Auto Group 401(k) Plan | Home Run Auto Group | $13,239,504 | 263 | $19,539 |
| Gourmet Culinary Partners 401(k) Retirement Savings Plan | Gourmet Culinary Partners | $11,288,669 | 232 | $4,300 |
| The Hickory Farms Employee Savings and Retirement Plan | Hickory Farms | $11,201,293 | 191 | $15,050 |
| Madison Industrial Solutions 401(k) Plan | Madison Industrial Solutions | $8,730,990 | 129 | $1,000 |
| Shippers Automotive Group 401(k) Plan | Shippers Automotive Group | $8,108,606 | 291 | $7,919 |
| Healthsmart Benefits Management, LLC 401(k) Retirement Benefit Plan | Healthsmart Benefits Management | $0 | 0 | $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.