Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 14 in 2023
Providers › Cary Street Partners Investment
Cary Street Partners Investment
- Service provider, as named on Schedule C
- EIN 260070474
- Plan year 2024
- Direct compensation reported $467,995
Assets of those plans
$9,720,179,688
0.12% of all Schedule H plan assets
Plans where it is the recordkeeper
4
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$467,995
89% 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) | 10 |
| 50 | Direct payment from the plan | 7 |
| 99 | Other fees | 6 |
| 15 | Recordkeeping and information management | 4 |
| 21 | Trustee (bank, trust company or similar) | 4 |
| 64 | Recordkeeping fees | 4 |
| 49 | Other services | 4 |
| 26 | Investment advisory (participants) | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Schwabplan Retirement Savings and Investment Plan | Schwab Charles | $8,932,117,605 | 43,060 | $5,099 |
| Blank Rome Profit-sharing Plan | Blank Rome | $540,545,945 | 1,052 | $44,739 |
| BHS Corrugated-north America, Inc. 401(k) Savings Plan | BHS Corrugated - North America | $35,749,804 | 307 | $42,000 |
| Talkiatry Management Services 401(k) Planrecordkeeper | Talkiatry Management Services | $33,585,713 | 702 | $37,757 |
| Integrated Solutions for Systems Retirement Plan | Integrated Solutions for Systems | $32,246,052 | 369 | $84,207 |
| Joint Research and Development, LLC Employees' Retirement Plan | Joint Research and Development | $22,657,829 | 248 | $18,000 |
| Trident Solutions, Inc. 401(k) Retirement Plan | Presco Polymers Opco | $18,931,337 | 516 | $0 |
| Global Data Publications 401(k) Planrecordkeeper | Global Data Publications | $16,898,397 | 231 | $44,683 |
| Apyx Medical 401(k) Plan | Apyx Medical | $13,022,064 | 171 | $30,086 |
| The Matthews Group Retirement Plan | Matthews Group | $12,202,229 | 180 | $8,000 |
| Emeritus Institute of Management, Inc. Retirement Plan | Emeritus Institute of Management | $11,704,866 | 209 | $22,000 |
| Jackson Marketing Group, Inc. 401(k) Profit Sharing | Jackson Marketing Group | $9,295,688 | 104 | $0 |
| American Operations Corp. 401(k) Savings Plan | American Operations | $9,267,084 | 181 | $20,197 |
| American Plant Food Co., Inc. 401(k) Profit Sharing Plan | American Plant Food | $8,965,975 | 110 | $27,779 |
| Capital Square 401(k) Plan | Capital Square Realty Advisors LLC DBA Capital Square | $8,438,385 | 186 | $7,161 |
| Damascus Bakery Opco, LLC 401(k) Planrecordkeeper | Damascus Bakery Opco | $8,404,206 | 142 | $36,986 |
| Wall Residences, Inc.401(k) Profit Sharing Plan and Trust | Wall Residences | $3,352,339 | 174 | $30,414 |
| Davis R Hall DVM Profit Sharing and 401(k) Planrecordkeeper | Davis Reeder Hall DVM | $2,794,170 | 141 | $8,887 |
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.