401k Record

Providers › DWC ERISA Consultants LLC

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.

Services reported

Service codeMeaningPlans
15Recordkeeping and information management21
37Participant loan processing19
64Recordkeeping fees19
13Contract administrator17
50Direct payment from the plan11
49Other services10
99Other fees8
17Consulting (pension)4

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Associated Food Stores, Inc. 401(k) Plan and TrustrecordkeeperAFS Holdings $208,308,0583,132$12,329
Esse Health Profit Sharing PlanAmerican Multispecialty Group DBA Esse Health $206,451,3131,006$13,815
Ullico Inc. 401(k) PlanUllico $104,334,871413$6,070
Betterment 401(k) Savings PlanBetterment Holdings $89,355,047827$5,230
Sunbelt Solomon Services, LLC 401(k) and Profit Sharing PlanSunbelt Solomon Services $45,049,1351,040$25,511
Carson Wealth Management Group 401(k) Profit Sharing PlanCarson Group Holdings $40,156,287497$328,374
Foresight Financial Group, Inc. Employee Savings and Profit Sharing PlanForesight Financial Group $36,858,656304$4,605
Hybrid Promotions, LLC Incentive Savings PlanrecordkeeperHybrid Promotions $35,929,326624$9,953
First 401(k) PlanFirst Protocol $27,585,904566$6,556
Hagerty Consulting Inc 401(k) PlanHagerty Consulting $25,378,002379$2,696
Alliant Engineering, Inc. Employee Savings PlanAlliant Engineering $24,142,667244$4,845
Independence Rehab, LLC 401(k) Profit Sharing PlanIndependence Rehab $22,693,4141,293$65,202
GPS Dental 401(k) PlanrecordkeeperGuided Practice Solutions Dental $20,833,621679$16,677
HSP Direct 401(k) PlanrecordkeeperHSP Direct $20,606,841177$2,090
Northwest Family Physicians, P.A. 401(k) Profit Sharing PlanNorthwest Family Physicians $17,896,975137$10,705
Evereve 401(k) PlanEvereve $17,094,838354$4,630
Securitymetrics Inc 401(k) PlanrecordkeeperSecuritymetrics $16,899,809194$7,870
Rihm 401(k) PlanRihm Motor $16,840,950317$9,808
Wilson Electronics 401(k) PlanWilson Electronics $14,884,661299$0
Ellsworth Cooperative Creamery Retirement Savings PlanrecordkeeperEllsworth Cooperative Creamery $13,923,752255$7,285
The Hut Group 401(k) PlanrecordkeeperTHG International LLC (DBA THG) $13,054,256317$11,630
Laura Automotive Group 401(k) Profit Sharing PlanLaura Buick - GMC $12,704,787139$4,961
Pizza Luce Retirement Savings PlanPizza Luce Management $11,951,050854$23,020
Gunthers, Inc. Employees' 401(k) Retirement PlanGunthers $8,950,353146$5,830
LVT 401(k) PlanrecordkeeperLiveView Technologies $7,516,442361$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.