Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › First Business Trust & Investments
First Business Trust & Investments
- Service provider, as named on Schedule C
- EIN 390394950
- Plan year 2024
- Direct compensation reported $406,273
Assets of those plans
$644,454,744
0.01% 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
$406,273
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.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 21 | Trustee (bank, trust company or similar) | 9 |
| 27 | Investment advisory (plan) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Fairway Mortgage Corp. Savings & Investment Plan | Fairway Independent Mortgage | $455,353,673 | 6,846 | $15,029 |
| First Business Financial Services 401(k) Plan | First Business Financial Services | $93,830,846 | 440 | $24,462 |
| Kayser Automotive Group 401(k) Plan | Kayser Ford | $36,120,383 | 372 | $100,713 |
| Valley Express LLC 401(k) and Profit Sharing Plan | Valley Express | $11,433,282 | 208 | $49,461 |
| Centrifuge-systems, LLC 401(k) Plan | Centrifuge-systems | $10,775,498 | 173 | $40,853 |
| CRU Concrete, Inc. 401(k) Savings Plan | CRU Concrete | $10,051,869 | 140 | $43,695 |
| Meister Dairy 401(k) Plan | Meister Cheese | $9,685,072 | 156 | $46,339 |
| Astar Capital Management, Inc. 401(k) Profit Sharing Plan | Astar Capital Management | $9,268,881 | 88 | $37,335 |
| Waunakee Remodeling 401(k) Plan | Waunakee Remodeling | $7,935,240 | 123 | $30,260 |
| Automation Components, Inc. 401(k) Profit Sharing Plan | Automation Components | $0 | 0 | $18,126 |
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.