Plans listing this provider
19
0.03% of the 56,420 plans with Schedule H financials; 23 in 2023
Providers › Capital Strategies Investment Grou
Capital Strategies Investment Grou
- Service provider, as named on Schedule C
- EIN 264789150
- Plan year 2024
- Direct compensation reported $1,124,762
Assets of those plans
$8,726,457,152
0.11% 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
$1,124,762
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) | 11 |
| 16 | Consulting (general) | 6 |
| 50 | Direct payment from the plan | 4 |
| 70 | Consulting fees | 3 |
| 28 | Investment management | 2 |
| 26 | Investment advisory (participants) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| IAC Inc. Retirement Savings Plan | People Incorporated (formerly IAC Inc.) | $1,573,531,415 | 13,800 | $175,000 |
| Toyota Industries North America Group Associates' 401(k) Retirement Plan | Toyota Industries North America | $1,368,624,088 | 18,390 | $112,500 |
| USG Corporation Investment Plan | USG | $1,007,593,430 | 7,886 | $76,875 |
| Ansys, Inc. Employees' Retirement Program | ANSYS | $945,338,889 | 3,157 | $65,000 |
| RGA Savings Plan | RGA Reinsurance | $669,847,445 | 2,585 | $60,000 |
| Jump Operations, LLC Employee 401(k) Plan | Jump Operations | $405,146,453 | 1,316 | $40,000 |
| Acco Brands Corporation 401(k) Plan | ACCO Brands | $381,520,867 | 2,367 | $47,500 |
| Zurn Elkay 401(k) Plan | Zurn Elkay Water Solutions | $367,394,870 | 3,322 | $74,962 |
| Hibu Inc. 401(k) Profit Sharing Plan Trust | Hibu | $352,040,459 | 2,487 | $55,000 |
| Silver Cross Hospital & Medical Centers Employees' 401(k) Retirement Savings Plan | Silver Cross Hospital & Medical Centers | $294,860,044 | 4,101 | $50,000 |
| ATI Holdings, LLC 401(k) Profit Sharing Plan | ATI Holdings | $274,383,244 | 4,861 | $25,000 |
| The Nassau Companies of New York Savings and Investment Plan | Nassau Financial Group | $228,691,257 | 1,100 | $65,000 |
| Great Lakes Dredge & Dock Company, LLC 401(k) Savings Plan | Great Lakes Dredge & Dock | $217,252,360 | 634 | $50,000 |
| Greatamerica Financial Services Corporation 401(k) Profit Sharing Plan | GREATAMERICA FINANCIAL SERVICES | $178,588,716 | 884 | $51,250 |
| Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies | Excela Health | $169,558,616 | 1,485 | $6,250 |
| Sentinel Technologies Retirement Plan and Trust | Sentinel Technologies | $100,327,444 | 786 | $61,342 |
| Schurz Communications, Inc. 401(k) Plan | Schurz Communications | $94,696,060 | 1,031 | $32,000 |
| Gohealth 401(k) Profit Sharing Plan and Trust | Gohealth Holdings | $49,284,576 | 2,583 | $33,333 |
| Gelber Group 401(k) Plan | Gelber Group | $47,776,919 | 253 | $43,750 |
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.