Plans listing this provider
39
0.07% of the 56,420 plans with Schedule H financials; 34 in 2023
Providers › BKS Financial Investments LLC
BKS Financial Investments LLC
- Service provider, as named on Schedule C
- EIN 841921272
- Plan year 2024
- Direct compensation reported $1,350,109
Assets of those plans
$10,192,201,375
0.13% 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
$1,350,109
90% 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) | 27 |
| 26 | Investment advisory (participants) | 19 |
| 51 | Investment management fees paid directly by plan | 17 |
| 50 | Direct payment from the plan | 15 |
| 99 | Other fees | 13 |
| 17 | Consulting (pension) | 9 |
| 28 | Investment management | 9 |
| 16 | Consulting (general) | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Justworks Retirement Savings Plan | Yatima | $3,937,775,722 | 96,206 | $35,000 |
| G & a Partners Multiple Employer 401(k) Plan | G & a Outsourcing Inc. DBA G & a Partners | $1,400,628,287 | 31,784 | $43,760 |
| Engage PEO Retirement Savings Plan | S2 HR Group | $1,038,964,112 | 23,364 | $39,989 |
| TD Synnex 401(k) Retirement Plan | TD Synnex | $896,094,428 | 9,903 | $76,000 |
| Prestige Employee Administrators Retirement Savings Plan | Prestige Employee Administrators | $558,470,801 | 9,505 | $110,646 |
| Profit Sharing and 401(k) Plan for Employees of Carlton Fields | Carlton Fields | $315,678,472 | 909 | $16,000 |
| Florida Medical Clinic, LLC 401(k) Plan and Trust | OHI West Medical Group II | $314,002,593 | 2,500 | $35,006 |
| Tandem HR, LLC 401(k) Plan | Tandem Management | $309,897,593 | 4,974 | $71,757 |
| Fcci Services, Inc. 401(k) Profit Sharing Plan | Fcci Services | $253,805,315 | 1,157 | $43,465 |
| The Alcott Group 401(k) Plan | Alcott HR Group | $228,157,394 | 2,882 | $33,000 |
| Landrum Professional Employer Services Retirement Savings Plan | Landrum Professional Employer Services | $134,143,515 | 2,938 | $59,436 |
| Learning Care Group Retirement Savings Plan | La Petite Academy | $101,400,639 | 4,386 | $30,000 |
| Synchronyhr Retirement Savings Plan | Cornerstone Employer Solutions LLC DBA Synchronyhr | $95,512,382 | 2,171 | $59,487 |
| Decisionhr Retirement Savings Plan | Decisionhr | $66,948,513 | 2,684 | $72,554 |
| Williams Parker Employee Savings Plan | Williams Parker Harrison Dietz & Getzen | $58,223,812 | 145 | $35,443 |
| Total Safety U. S. , Inc. 401(k) Retirement Plan | Total Safety U.S. | $52,987,211 | 988 | $0 |
| Associates' Savings Plan | Bankers Financial | $50,400,097 | 714 | $30,000 |
| Simedhealth Retirement Plan | Simedhealth | $45,704,085 | 380 | $32,175 |
| Evolvehr Retirement Plan | Evolvehr V | $40,636,461 | 531 | $49,411 |
| Syndeo Outsourcing 401(k) Retirement Plan | Syndeo Outsourcing | $37,422,715 | 889 | $52,548 |
| Sovereign Healthcare 401(k) Plan | Sovereign Healthcare Holdings | $31,205,448 | 726 | $30,000 |
| Vision H.R. Retirement Savings Plan | Vision HR II | $27,072,954 | 345 | $68,786 |
| Previan 401(k) Plan | NDT Global | $25,667,974 | 460 | $0 |
| Norwood Management, Inc. 401(k) Plan | Norwood Management | $23,469,399 | 118 | $53,422 |
| Fourth Retirement Savings Plan | Choice Employer Solutions | $21,857,072 | 2,495 | $29,123 |
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.