Plans listing this provider
46
0.08% of the 56,420 plans with Schedule H financials; 45 in 2023
Providers › DWC ERISA Consultants LLC
Plans listing this provider
46
0.08% of the 56,420 plans with Schedule H financials; 45 in 2023
Assets of those plans
$1,136,933,123
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
21
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$773,671
96% 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 |
|---|---|---|
| 15 | Recordkeeping and information management | 21 |
| 37 | Participant loan processing | 19 |
| 64 | Recordkeeping fees | 19 |
| 13 | Contract administrator | 17 |
| 50 | Direct payment from the plan | 11 |
| 49 | Other services | 10 |
| 99 | Other fees | 8 |
| 17 | Consulting (pension) | 4 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Associated Food Stores, Inc. 401(k) Plan and Trustrecordkeeper | AFS Holdings | $208,308,058 | 3,132 | $12,329 |
| Esse Health Profit Sharing Plan | American Multispecialty Group DBA Esse Health | $206,451,313 | 1,006 | $13,815 |
| Ullico Inc. 401(k) Plan | Ullico | $104,334,871 | 413 | $6,070 |
| Betterment 401(k) Savings Plan | Betterment Holdings | $89,355,047 | 827 | $5,230 |
| Sunbelt Solomon Services, LLC 401(k) and Profit Sharing Plan | Sunbelt Solomon Services | $45,049,135 | 1,040 | $25,511 |
| Carson Wealth Management Group 401(k) Profit Sharing Plan | Carson Group Holdings | $40,156,287 | 497 | $328,374 |
| Foresight Financial Group, Inc. Employee Savings and Profit Sharing Plan | Foresight Financial Group | $36,858,656 | 304 | $4,605 |
| Hybrid Promotions, LLC Incentive Savings Planrecordkeeper | Hybrid Promotions | $35,929,326 | 624 | $9,953 |
| First 401(k) Plan | First Protocol | $27,585,904 | 566 | $6,556 |
| Hagerty Consulting Inc 401(k) Plan | Hagerty Consulting | $25,378,002 | 379 | $2,696 |
| Alliant Engineering, Inc. Employee Savings Plan | Alliant Engineering | $24,142,667 | 244 | $4,845 |
| Independence Rehab, LLC 401(k) Profit Sharing Plan | Independence Rehab | $22,693,414 | 1,293 | $65,202 |
| GPS Dental 401(k) Planrecordkeeper | Guided Practice Solutions Dental | $20,833,621 | 679 | $16,677 |
| HSP Direct 401(k) Planrecordkeeper | HSP Direct | $20,606,841 | 177 | $2,090 |
| Northwest Family Physicians, P.A. 401(k) Profit Sharing Plan | Northwest Family Physicians | $17,896,975 | 137 | $10,705 |
| Evereve 401(k) Plan | Evereve | $17,094,838 | 354 | $4,630 |
| Securitymetrics Inc 401(k) Planrecordkeeper | Securitymetrics | $16,899,809 | 194 | $7,870 |
| Rihm 401(k) Plan | Rihm Motor | $16,840,950 | 317 | $9,808 |
| Wilson Electronics 401(k) Plan | Wilson Electronics | $14,884,661 | 299 | $0 |
| Ellsworth Cooperative Creamery Retirement Savings Planrecordkeeper | Ellsworth Cooperative Creamery | $13,923,752 | 255 | $7,285 |
| The Hut Group 401(k) Planrecordkeeper | THG International LLC (DBA THG) | $13,054,256 | 317 | $11,630 |
| Laura Automotive Group 401(k) Profit Sharing Plan | Laura Buick - GMC | $12,704,787 | 139 | $4,961 |
| Pizza Luce Retirement Savings Plan | Pizza Luce Management | $11,951,050 | 854 | $23,020 |
| Gunthers, Inc. Employees' 401(k) Retirement Plan | Gunthers | $8,950,353 | 146 | $5,830 |
| LVT 401(k) Planrecordkeeper | LiveView Technologies | $7,516,442 | 361 | $11,772 |
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.