Plans listing this provider
53
0.09% of the 56,420 plans with Schedule H financials; 61 in 2023
Providers › Commonwealth Equity Services LLC DB
Commonwealth Equity Services LLC DB
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $1,734,788
Assets of those plans
$1,416,603,506
0.02% 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
$1,734,788
92% 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) | 50 |
| 99 | Other fees | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| CRST Expedited Inc D/B/A CRST the Transportation Solution Inc PS 401(k) Plan | CRST Expedited | $100,798,963 | 2,093 | $127,460 |
| Hutchinson Regional Healthcare System Retirement | Hutchinson Regional Medical Center | $90,304,491 | 1,722 | $90,000 |
| Riverhead Building Supply Corp. 401(k) Savings Plan | Riverhead Building Supply | $80,268,483 | 709 | $59,917 |
| Cargotec Holding, Inc. 401(k) Plan | Cargotec Holding | $77,333,069 | 954 | $41,417 |
| Eastern Propane 401(k) Plan | Eastern Propane Gas | $76,970,523 | 586 | $25,000 |
| Pioneer Title Agency, Inc. 401(k) Plan | Pioneer Title Agency | $64,528,094 | 843 | $62,443 |
| Kaleris 401(k) Plan | Kaleris | $62,607,691 | 296 | $25,345 |
| ICR, LLC 401(k) Plan | ICR | $60,511,761 | 484 | $65,523 |
| Frontier Cooperative 401(k) Plan | Frontier Cooperative | $53,593,750 | 693 | $52,348 |
| Kalmar USA Holding, Inc. 401(k) Plan | Kalmar USA Holding | $50,199,656 | 298 | $22,000 |
| Pediatric Home Service Employees Savings Plan | Pediatric Home Respiratory Services LLC D/B/A Pediatric Home Service | $44,463,184 | 1,832 | $14,545 |
| Global Communities 401(k) Profit Sharing Plan | Global Communities | $42,746,885 | 340 | $90,309 |
| Xtivia, Inc. 401(k) Profit Sharing Plan and Trust | Xtivia | $32,509,573 | 198 | $4,369 |
| Scott Bridge Company, Inc. Profit Sharing Plan | Scott Bridge | $30,629,772 | 513 | $45,000 |
| Concord General Mutual Insurance Company 401(k) Plan | Concord General Mutual Insurance | $30,369,453 | 269 | $51,649 |
| Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan | Lane Gorman Trubitt | $25,430,280 | 159 | $11,390 |
| Imaging Business Machines 401(k) Plan | Imaging Business Machines | $24,345,679 | 304 | $25,000 |
| Central Region Cooperative 401(k) Plan | Central Region Cooperative | $23,555,130 | 197 | $40,620 |
| NWT 401(k) Profit Sharing Plan | Newwave Telecom & Technologies | $22,403,218 | 322 | $32,933 |
| Brillient Corporation 401(k) PSP | Brillient | $21,768,623 | 1,270 | $0 |
| Bevcomm Salary Savings Plan | Rural COMM Holding | $21,586,166 | 136 | $33,324 |
| Shamrock Technologies, Inc. 401(k) Profit Sharing Plan | Shamrock Technologies | $21,255,467 | 202 | $32,000 |
| Integra Biosciences Corp 401(k) Plan | Integra Biosciences | $20,292,807 | 312 | $38,915 |
| Pancreatic Cancer Action Network 401(k) Plan | Pancreatic Cancer Action Network | $19,920,559 | 214 | $37,770 |
| Child & Family Services, Inc. 401(k) Plan | Child & Family Services | $18,771,845 | 691 | $29,677 |
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.