Plans listing this provider
27
0.05% of the 56,420 plans with Schedule H financials; 28 in 2023
Providers › Benefit Plans Plus
Benefit Plans Plus
- Service provider, as named on Schedule C
- EIN 431829594
- Plan year 2024
- Direct compensation reported $227,272
Assets of those plans
$565,555,794
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
5
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$227,272
81% 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 |
|---|---|---|
| 13 | Contract administrator | 15 |
| 49 | Other services | 8 |
| 99 | Other fees | 8 |
| 15 | Recordkeeping and information management | 5 |
| 50 | Direct payment from the plan | 4 |
| 14 | Plan administrator | 3 |
| 17 | Consulting (pension) | 2 |
| 10 | Accounting (including auditing) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Signature Medical Group, Inc. 401(k) Profit Sharing Plan | Signature Medical Group | $115,485,332 | 567 | $40,469 |
| Intervision Systems, LLC. 401(k) Profit Sharing Plan | Intervision Systems | $70,660,502 | 508 | $0 |
| FMS 401(k) Profit Sharing Plan and Trust | Utilitra | $35,460,967 | 362 | $0 |
| Sound Health 401(k) Plan | Sound Health MSO | $26,967,791 | 160 | $5,225 |
| Sunstar Insurance Group 401(k) Plan | Sunstar Insurance Group DBA Chapman-sander Insurance | $25,522,719 | 530 | $0 |
| Alton Steel, Inc. 401(k) Plan | Alton Steel | $25,256,361 | 252 | $0 |
| Rottinghaus Company 401(k) Savings Planrecordkeeper | Rottinghaus | $23,743,478 | 377 | $5,775 |
| Plancorp, LLC Safe Harbor 401(k) Plan | Plancorp | $22,728,516 | 169 | $2,025 |
| Scott Credit Union 401(k) Planrecordkeeper | Scott Credit Union | $20,748,820 | 431 | $15,495 |
| Heritage Financial Group, Inc. 401(k) Plan and Trust | Heritage Financial Group | $20,535,494 | 112 | $16,035 |
| South Oxford Management LLC 401(k) Plan | South Oxford Management | $19,308,295 | 513 | $10,519 |
| Reinhold Electric, Inc. Employee Profit Sharing & 401(k) Plan | Reinhold Electric | $18,537,028 | 144 | $2,627 |
| Ascent, LLC 401(k) Planrecordkeeper | Ascent | $17,767,194 | 274 | $1,650 |
| Rize Home's 401(k) Plan | Rize Home | $17,229,776 | 220 | $7,175 |
| Security State Bancshares, Inc. 401(k) Plan | Security State Bancshares | $16,987,273 | 172 | $3,650 |
| Stereotaxis, Inc. Employees Savings Trust | Stereotaxis | $16,843,978 | 140 | $7,412 |
| T/cci Manufacturing, L.L.C. 401(k) Plan | T/cci Manufacturing | $13,233,195 | 154 | $6,940 |
| TFG 401(k) Savings Plan | FG LLC DBA the Foundation Group | $12,304,958 | 420 | $12,372 |
| Richard Mcnay, Inc. 401(k) Profit Sharing Plan | Richard Mcnay | $8,104,151 | 171 | $13,830 |
| True Fitness Technology, Inc. Profit Sharing Plan | True Fitness Technology | $7,885,435 | 139 | $0 |
| HTH Companies, Inc. Retirement Planrecordkeeper | HTH Companies | $7,171,237 | 207 | $16,283 |
| Stellar Innovations & Solution 401(k) Profit Sharing Plan and Trust | Stellar Innovations & Solution | $6,815,531 | 132 | $4,389 |
| Pinnacle Oil Holdings 401(k) Plan | Pinnacle Oil Holdings | $5,507,175 | 169 | $4,180 |
| Kirkwood Pharmacy Group 401(k) Plan | Kirkwood Pharmacy Group | $5,131,333 | 166 | $3,649 |
| Preferred Care of New Jersey 401(k) Plan | Preferred Care Holdings | $4,697,281 | 255 | $11,070 |
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.