401k Record

Providers › Curi RMB Capital LLC

Curi RMB Capital LLC

Plans listing this provider

11

0.02% of the 56,420 plans with Schedule H financials; 5 in 2023

Assets of those plans

$4,609,169,118

0.06% 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

$752,533

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 codeMeaningPlans
27Investment advisory (plan)6
26Investment advisory (participants)4
50Direct payment from the plan4
99Other fees1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Mayer Brown LLP USA Savings PlanMayer Brown $1,232,363,4633,301$247,962
Duly Health and Care 401(k) PlanMidwest Physician Administrative Services LLC D/B/A Duly Health $1,142,571,8318,602$11,881
Dentons US LLP Profit Sharing PlanDentons US $998,819,8362,561$244,600
Seyfarth Shaw LLP 401(k) Savings and Retirement PlanSeyfarth Shaw $925,918,5772,831$16,062
Boice-willis Clinic, P.A. 401(k) and Profit Sharing PlanBoice-willis Clinic $96,990,493357$44,671
ODL, Incorporated 401(k) Profit-sharing Plan and TrustODL $66,589,431490$55,000
Sierra Bravo Corporation 401(k) PlanSierra Bravo $41,233,672471$20,000
Boulder Associates, Inc. 401(k) PlanBoulder Associates $36,859,827305$23,250
Raleigh Medical Group, P.A. 401(k) Profit Sharing PlanRaleigh Medical Group $34,973,267265$24,098
Adstra, Inc.employee Savings PlanAdstra $28,411,737293$56,259
Ilending Retirement PlanFleet Financial Inc. (DBA Ilending) $4,436,984198$8,750

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.