401k Record

Providers › Dunbar, Bender & Zapf, Inc.

Dunbar, Bender & Zapf, Inc.

Plans listing this provider

42

0.07% of the 56,420 plans with Schedule H financials; 34 in 2023

Assets of those plans

$674,820,211

0.01% of all Schedule H plan assets

Plans where it is the recordkeeper

15

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$416,988

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 codeMeaningPlans
13Contract administrator21
15Recordkeeping and information management15
49Other services13
99Other fees13
50Direct payment from the plan11
37Participant loan processing8
64Recordkeeping fees7
16Consulting (general)5

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
United Coal Company LLC 401(k) Savings PlanrecordkeeperUnited Coal $54,612,495838$50,225
University Orthopedics Center, Ltd. Retirement PlanUniversity Orthopedics Center $51,600,601294$17,990
East Management Services 401(k) PlanEast Management Services $49,779,145564$33,853
Leech Tishman Fuscaldo & Lampl, LLC 401(k) Profit Sharing PlanLeech Tishman Fuscaldo & Lampl $47,688,591274$750
Gabriel Brothers, Inc. 401(k) PlanGabriel Brothers $31,191,1561,459$80,383
The Horst Group Profit Sharing and Employee Savings PlanHorst Group $30,330,045512$27,824
DMI Companies, Inc. and Affiliated Companies 401(k) PlanDMI Companies $29,944,494189$3,450
Netatwork, LLC 401(k) Profit Sharing PlanrecordkeeperNetatwork $23,962,714346$9,000
Mission Critical Partners 401(k) and Profit Sharing PlanMCP Real Estate $21,035,462204$0
The First Northern Bank & Trust 401(k) PlanFirst Northern Bank & Trust $19,431,061121$4,600
Fire Fighter Sales & Service Co. 401(k) PlanrecordkeeperFire Fighter Sales & Service $18,239,490170$1,600
Citiustech 401(k) PlanrecordkeeperCitiustech $17,431,786494$16,031
Ob-gyn Associates of Erie 401(k) Profit Sharing PlanOb-gyn Associates of Erie $17,409,415248$11,581
BCD Health Partners, LLC 401(k) PlanBCD Health Partners $17,285,958175$875
Everett & Hurite Ophthalmic Association 401(k) Profit Sharing PlanEverett & Hurite Ophthalmic Association $16,447,988125$4,975
Gasbarre Products, Inc. Profit Sharing Plan & TrustrecordkeeperGasbarre Products $15,493,582294$1,885
Shaft Drillers International, LLC 401(k) Profit Sharing PlanrecordkeeperShaft Drillers International $15,280,994256$13,655
Roadrunner Recycling 401(k) PlanRoadrunner Recycling $14,798,204342$0
Sportsfield Specialties, Inc. Profit Sharing and 401(k) PlanrecordkeeperSportsfield Specialties $14,731,991249$4,375
Viking Plastics 401(k) Plan & TrustrecordkeeperVPI Acquisition Corp. D/B/A Viking Plastics $13,008,500163$6,075
Woltz & Wind Ford, Inc. & Washington Ford, Inc. Retirement Savings PlanrecordkeeperWoltz & Wind Ford $12,981,276178$2,940
The Hughes 401(k) Profit Sharing PlanHughes & Smith $12,928,338131$5,456
Jim Shorkey Family Auto Group 401(k) PlanShorkey Group Management $12,693,0701,084$22,918
Jottan, Inc. Retirement Savings PlanrecordkeeperJottan $12,086,438142$11,650
Assetgenie, Inc. 401(k) PlanrecordkeeperAssetgenie $11,006,513207$2,911

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.