Plans listing this provider
50
0.09% of the 56,420 plans with Schedule H financials; 54 in 2023
Providers › Blackrock Institutional Trust Co
Plans listing this provider
50
0.09% of the 56,420 plans with Schedule H financials; 54 in 2023
Assets of those plans
$369,640,828,114
4.75% 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
$36,986,006
92% 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 |
|---|---|---|
| 28 | Investment management | 48 |
| 50 | Direct payment from the plan | 44 |
| 51 | Investment management fees paid directly by plan | 41 |
| 21 | Trustee (bank, trust company or similar) | 31 |
| 24 | Trustee (discretionary) | 29 |
| 52 | Investment management fees paid indirectly by plan | 8 |
| 68 | Soft dollars commissions | 5 |
| 34 | Valuation (appraisals etc.) | 3 |
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.