Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › Conrad Siegel Investment Advisors
Conrad Siegel Investment Advisors
- Service provider, as named on Schedule C
- EIN 010726056
- Plan year 2024
- Direct compensation reported $650,745
Assets of those plans
$1,596,041,704
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
$650,745
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) | 10 |
| 51 | Investment management fees paid directly by plan | 10 |
| 38 | Participant communication | 8 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Eurofins Scientific, Inc. 401(k) Incentive Savings Plan | Eurofins NSC US | $1,276,792,552 | 19,375 | $273,991 |
| HB Global 401(k) Plan | HBG | $108,892,586 | 2,046 | $147,076 |
| Peoples Security Bank 401(k) Profit Sharing Plan | Peoples Security Bank & Trust | $52,758,967 | 669 | $58,735 |
| Schaedler Yesco Distribution Inc. 401(k) Plan | Schaedler Yesco Distribution | $40,565,042 | 483 | $36,851 |
| Lane's Retirement Savings and Pension Plan | Lane Enterprises Holdings | $35,098,834 | 511 | $41,050 |
| Brubacher Excavating, Inc. 401(k) Profit Sharing Plan | Brubacher Excavating | $22,130,051 | 335 | $10,787 |
| Cargas Systems Inc 401(k) Plan | Cargas Systems | $18,410,137 | 205 | $28,861 |
| Pennsylvania Medical Society 401(k) Retirement Savings Plan | Pennsylvania Medical Society | $17,799,326 | 113 | $4,321 |
| Valco 401(k) Plan | Vallorbs Jewel | $16,673,401 | 228 | $29,998 |
| Providence Place 401(k) Retirement Plan | G M Leader | $6,920,808 | 443 | $19,075 |
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.