Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › Bleakley Financial Group LLC
Bleakley Financial Group LLC
- Service provider, as named on Schedule C
- EIN 472523848
- Plan year 2024
- Direct compensation reported $232,454
Assets of those plans
$4,835,840,064
0.06% 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
$232,454
73% 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 |
|---|---|---|
| 26 | Investment advisory (participants) | 5 |
| 50 | Direct payment from the plan | 5 |
| 27 | Investment advisory (plan) | 3 |
| 99 | Other fees | 3 |
| 28 | Investment management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| DLA Piper LLP (US) Profit Sharing and 401(k) Savings Plan | Piper & Marbury | $1,740,983,860 | 4,151 | $5,463 |
| Foley & Lardner LLP Defined Contribution Retirement Plan | Foley & Lardner | $1,700,727,443 | 3,143 | $27,786 |
| Seyfarth Shaw LLP 401(k) Savings and Retirement Plan | Seyfarth Shaw | $925,918,577 | 2,831 | $17,795 |
| Tidewater Physicians Multispecialty Group, P.C. 401(k) Plan | Tidewater Physicians Multispecialty Group | $168,864,309 | 1,439 | $7,424 |
| Brown Rudnick LLP 401(k) Profit Sharing Plan a | Brown Rudnick | $140,543,181 | 388 | $25,839 |
| The Haddad Organization, Ltd. 401(k) Profit Sharing Plan | Haddad Organization | $58,165,742 | 957 | not reported |
| Genesis Corp. 401(k) Employees Savings Plan | Genesis | $43,255,456 | 745 | $106,294 |
| Schlesinger Global, LLC 401(k) Profit Sharing Plan | Schlesinger Central Processing Services | $27,605,148 | 259 | $0 |
| SML (USA) Inc. 401(k) Plan | SML (USA) | $13,751,646 | 135 | $33,189 |
| Advisors Mortgage Group 401(k) Plan | Advisors Mortgage Group | $13,123,499 | 152 | $0 |
| BAM! Pizza Management, Inc. 401(k) Plan | BAM! Pizza Management | $2,901,203 | 153 | $8,664 |
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.