Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 8 in 2023
Providers › Callan LLC
Callan LLC
- Service provider, as named on Schedule C
- EIN 822748926
- Plan year 2024
- Direct compensation reported $858,296
Assets of those plans
$38,667,288,901
0.50% 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
$858,296
100% 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) | 8 |
| 50 | Direct payment from the plan | 6 |
| 16 | Consulting (general) | 3 |
| 17 | Consulting (pension) | 1 |
| 28 | Investment management | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Citi Retirement Savings Plan | Citigroup | $23,241,033,081 | 117,203 | $139,694 |
| Savings Plan of Entergy Corporation and Subsidiaries | Entergy | $4,363,805,537 | 12,753 | $77,773 |
| Keycorp 401(k) Savings Plan | KeyCorp | $4,130,143,138 | 27,787 | $40,000 |
| Ally Financial Inc. Retirement Savings Plan | Ally Financial | $2,875,791,720 | 15,056 | $335,000 |
| Keysight Technologies, Inc. 401(k) Plan | Keysight Technologies | $2,616,847,941 | 7,443 | $25,000 |
| Alyeska Pipeline Service Company Savings and Investment Plan for Operating Company Employees | Alyeska Pipeline Service | $404,996,363 | 965 | $48,750 |
| The Doctors Management Company 401(k) Savings Plan | Doctors Management | $313,291,536 | 1,100 | $40,000 |
| Signature Aviation USA, LLC 401(k) Plan | Signature Aviation USA | $271,440,470 | 4,189 | $19,000 |
| The Save Plan | APL Logistics Americas | $174,693,590 | 2,171 | $106,782 |
| The Profit Sharing and 401(k) Plan | Schottenstein Stores | $163,463,213 | 4,767 | $12,500 |
| Savings Plan of Entergy Corporation and Subsidiaries VIII | Entergy | $111,782,312 | 2,807 | $13,797 |
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.