Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 5 in 2023
Providers › 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.
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 6 |
| 26 | Investment advisory (participants) | 4 |
| 50 | Direct payment from the plan | 4 |
| 99 | Other fees | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Mayer Brown LLP USA Savings Plan | Mayer Brown | $1,232,363,463 | 3,301 | $247,962 |
| Duly Health and Care 401(k) Plan | Midwest Physician Administrative Services LLC D/B/A Duly Health | $1,142,571,831 | 8,602 | $11,881 |
| Dentons US LLP Profit Sharing Plan | Dentons US | $998,819,836 | 2,561 | $244,600 |
| Seyfarth Shaw LLP 401(k) Savings and Retirement Plan | Seyfarth Shaw | $925,918,577 | 2,831 | $16,062 |
| Boice-willis Clinic, P.A. 401(k) and Profit Sharing Plan | Boice-willis Clinic | $96,990,493 | 357 | $44,671 |
| ODL, Incorporated 401(k) Profit-sharing Plan and Trust | ODL | $66,589,431 | 490 | $55,000 |
| Sierra Bravo Corporation 401(k) Plan | Sierra Bravo | $41,233,672 | 471 | $20,000 |
| Boulder Associates, Inc. 401(k) Plan | Boulder Associates | $36,859,827 | 305 | $23,250 |
| Raleigh Medical Group, P.A. 401(k) Profit Sharing Plan | Raleigh Medical Group | $34,973,267 | 265 | $24,098 |
| Adstra, Inc.employee Savings Plan | Adstra | $28,411,737 | 293 | $56,259 |
| Ilending Retirement Plan | Fleet Financial Inc. (DBA Ilending) | $4,436,984 | 198 | $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.