Plans listing this provider
22
0.04% of the 56,420 plans with Schedule H financials; 17 in 2023
Providers › Dunbar Bender & Zapf Inc
Dunbar Bender & Zapf Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $352,189
Assets of those plans
$617,791,189
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
4
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$352,189
95% 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 |
|---|---|---|
| 13 | Contract administrator | 19 |
| 16 | Consulting (general) | 4 |
| 15 | Recordkeeping and information management | 3 |
| 49 | Other services | 3 |
| 99 | Other fees | 3 |
| 34 | Valuation (appraisals etc.) | 1 |
| 64 | Recordkeeping fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Veka Holdings, Inc. and Subsidiaries Profit Sharing & 401(k) Plan | Veka Holdings | $84,240,134 | 1,150 | $84,208 |
| Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Planrecordkeeper | Orthopedic Surgeons Ltd. DBA Orthopedic Institute of Pennsylvania | $60,793,413 | 425 | $8,000 |
| Hp-uov 401(k) Retirement Plan | Health Plan of West Virginia | $54,649,856 | 712 | $14,125 |
| The Webb Law Firm 401(k) Profit Sharing Plan and Trust | Webb Law Firm | $51,826,145 | 167 | $10,674 |
| Genesis Medical Associates, Inc. 401(k) Profit Sharing Plan | Genesis Medical Associates | $49,456,575 | 319 | $3,500 |
| Wexford Health Sources, Inc. Employees' Retirement Planrecordkeeper | Wexford Health Sources | $48,206,081 | 3,336 | $0 |
| Keystone Anesthesia Consultants Ltd Profit Sharing Plan | Keystone Anesthesia Consultants | $32,456,093 | 122 | $2,750 |
| Gray Matter Systems, LLC 401(k) Profit Sharing Plan and Trust | Gray Matter Systems | $32,414,194 | 268 | $10,479 |
| Elemica, Inc. 401(k) Plan | Elemica | $28,561,662 | 205 | $3,640 |
| H&K Equipment, Inc 401(k) Plan | H&K Equipment | $28,309,101 | 390 | $41,909 |
| The Witmer Group Retirement Plan | Witmer Group | $24,761,174 | 260 | $13,937 |
| Tudi Mechanical Systems 401(k) Plan | Tudi Mechanical Systems | $23,251,089 | 240 | $10,250 |
| Community Bank 401(k) Profit Sharing Planrecordkeeper | Community Bank | $17,939,115 | 219 | $15,425 |
| Pantherx Specialty, LLC 401(k) Planrecordkeeper | Pantherx Specialty | $16,797,101 | 648 | $18,195 |
| O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust | O. C. Cluss Lumber | $14,735,547 | 108 | $3,141 |
| Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust | Lacarte Enterprises | $13,160,510 | 140 | $10,336 |
| Adfitech, Inc. 401(k) Plan | Adfitech | $9,415,258 | 122 | $1,500 |
| Integracare 401(k) Savings Plan | Integracare | $8,617,964 | 447 | $17,767 |
| Servis One Inc 401(k) Profit Sharing Plan | Servis One Inc. DBA BSI Financial Services | $7,861,263 | 187 | $9,156 |
| Homestead Village, Inc. 401(k) Plan | Homestead Village | $6,239,405 | 248 | $15,710 |
| Adagio Health, Inc. 403(b) Plan | Adagio Health | $4,099,509 | 199 | $36,327 |
| Electron Energy Corporation 401(k) Plan | Electron Energy | $0 | 0 | $21,160 |
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.