Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › Burleigh Consulting Group
Burleigh Consulting Group
- Service provider, as named on Schedule C
- EIN 620842964
- Plan year 2024
- Direct compensation reported $260,688
Assets of those plans
$1,054,697,339
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$260,688
87% 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 | 8 |
| 49 | Other services | 4 |
| 14 | Plan administrator | 2 |
| 99 | Other fees | 2 |
| 15 | Recordkeeping and information management | 1 |
| 16 | Consulting (general) | 1 |
| 50 | Direct payment from the plan | 1 |
| 70 | Consulting fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan | Baker Donelson Bearman Caldwell & Berkowitz | $627,568,677 | 1,622 | $37,250 |
| Semmes-murphey Clinic Employees' Profit Sharing Plan | Semmes-murphey Clinic | $118,344,037 | 465 | $26,000 |
| Orthosouth 401(k) Profit Sharing Plan | MSK Group PC DBA Orthosouth | $92,829,160 | 511 | $0 |
| Monogram Food Solutions 401(k) Plan | Monogram Management Services | $62,581,305 | 1,799 | $73,000 |
| Upright Holdings Retirement Savings Plan | Upright Holdings | $27,254,273 | 736 | $29,458 |
| Evolve Bancorp 401(k) Plan | Evolve Bancorp | $21,461,823 | 380 | $1,974 |
| Regent Holding Company, LLC 401(k) Plan | Regent Holding | $19,429,029 | 266 | $0 |
| First National Bank of Eastern Arkansas Profit Sharing Planrecordkeeper | First National Bank of Eastern Arkansas | $19,368,543 | 155 | $6,500 |
| Tennessee Tractor, LLC Retirement Savings Plan | Tennessee Tractor | $16,815,499 | 336 | $20,927 |
| Valor Hospitality Partners 401(k) Retirement Savings Plan | Valor Hospitality Partners | $11,473,646 | 517 | $3,007 |
| Silver Tree Residential, LLC 401(k) Plan | Silver Tree Residential | $11,124,704 | 529 | $17,997 |
| Christ Community Health Services 401(k) Plan | Christ Community Health Services | $8,416,678 | 253 | $23,492 |
| CLK Multi Family Management Employee Savings Plan | CLK Multi Family Management | $6,276,831 | 141 | $2,848 |
| Conexess Group 401(k) Plan | Conexess Group | $6,030,081 | 136 | $6,280 |
| Premium Guard 401(k) Savings Plan | Premium Guard | $5,723,053 | 128 | $11,955 |
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.