Plans listing this provider
17
0.03% of the 56,420 plans with Schedule H financials; 20 in 2023
Providers › Clifton Larson Allen LLP
Clifton Larson Allen LLP
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $337,588
Assets of those plans
$2,538,998,667
0.03% 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
$337,588
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 |
|---|---|---|
| 10 | Accounting (including auditing) | 17 |
| 50 | Direct payment from the plan | 10 |
| 52 | Investment management fees paid indirectly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Panda Retirement Plan | Panda Restaurant Group | $609,812,492 | 14,632 | $8,563 |
| The Spirent Communications 401(k) Plan | Spirent Communications | $449,652,079 | 1,414 | $22,365 |
| U.S. Venture 401(k) Retirement Savings Plan | U.S. Venture | $398,907,023 | 5,813 | $76,178 |
| Musculoskeletal Transplant Foundation 401(k) Profit Sharing Plan | Musculoskeletal Transplant Foundation | $239,550,014 | 1,624 | $27,825 |
| Toc-woodworkers, IAM Defined Contribution Plan and Trust | Board of Trustees Toc-woodworkers IAM Defined | $141,131,710 | 3,944 | $11,089 |
| Northwest Federal Credit Union 401(k) Savings Plan | Northwest Federal Credit Union | $120,820,056 | 789 | $9,735 |
| Qualus 401(k) Plan | Qualus | $96,133,999 | 1,212 | $18,743 |
| Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan | Heyl Royster Voelker & Allen | $77,285,524 | 360 | $19,000 |
| LTS Lohmann Therapy Systems Corp. 401(k) Retirement Plan | LTS Lohmann Therapy Systems | $66,965,454 | 400 | $20,685 |
| Summit Dental Consulting 401(k) Profit Sharing Plan | Summit Dental Management S.C. | $62,978,659 | 513 | $8,400 |
| The Salary Thrift Savings Plan for Employees of Lapham-hickey Steel Corp | Lapham-hickey Steel | $53,344,693 | 545 | $18,300 |
| Weaver Companies 401(k) Plan | Weaver Consultants Group | $48,697,237 | 713 | $21,630 |
| Atradius Trade Credit Insurance 401(k) and Retirement Plan | Atradius Trade Credit Insurance | $41,928,954 | 167 | $19,100 |
| Farmers State Bank Employees' 401(k) Profit Sharing Plan & Trust | Farmers State Bank | $39,461,633 | 189 | $13,644 |
| Regional Orthopaedic Associates 401(k) PSP | Regional Orthopaedic Associates | $38,865,270 | 221 | $14,243 |
| Carl A. Nelson & Company 401(k) Plan | Carl A. Nelson | $26,808,962 | 104 | $17,063 |
| National Aquarium Inc. 401(k) Retirement Savings Plan | National Aquarium | $26,654,908 | 486 | $11,025 |
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.