Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Comperio Retirement Consulting, in
Comperio Retirement Consulting, in
- Service provider, as named on Schedule C
- EIN 204798483
- Plan year 2024
- Direct compensation reported $353,349
Assets of those plans
$1,015,317,113
0.01% 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
$353,349
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) | 7 |
| 16 | Consulting (general) | 4 |
| 26 | Investment advisory (participants) | 1 |
| 28 | Investment management | 1 |
| 49 | Other services | 1 |
| 50 | Direct payment from the plan | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| GFL Environmental US 401(k) Plan | GFL Environmental Holdings (US) | $311,739,074 | 9,449 | $36,360 |
| Pepsi Bottling Ventures 401(k) Plan | Pepsi Bottling Ventures | $219,695,176 | 3,503 | $70,000 |
| Jackson Kelly PLLC 401(k) Profit Sharing Plan | Jackson Kelly | $147,409,106 | 472 | $44,000 |
| Elliott Davis 401(k) Retirement Plan | Elliott Davis | $145,460,556 | 1,106 | $5,000 |
| The Lakeland Group Retirement Savings Plan | Lakeland Tours | $91,024,302 | 1,745 | $43,274 |
| Colinx Retirement Savings Plan | Colinx | $51,153,823 | 1,133 | $20,800 |
| The Reynolds Company Retirement Savings Plan | Reynolds | $25,784,830 | 139 | $24,000 |
| Gregory Electric Company, Inc. Employee Savings and Profit Sharing Plan | Gregory Electric | $20,327,394 | 179 | $15,000 |
| Community Based Care 401(k) Plan | Community Based Care | $2,722,852 | 247 | $9,000 |
| John Deere Kernersville, LLC Employees' Savings and Retirement Plan | John Deere Kernersville | $0 | 0 | $67,165 |
| Nexsen Pruet 401(k) Profit Sharing Plan | Nexsen Pruet | $0 | 0 | $18,750 |
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.