Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › First National Advisors LLC
First National Advisors LLC
- Service provider, as named on Schedule C
- EIN 042541452
- Plan year 2024
- Direct compensation reported $236,149
Assets of those plans
$8,133,240,617
0.10% 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
$236,149
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 |
|---|---|---|
| 27 | Investment advisory (plan) | 7 |
| 26 | Investment advisory (participants) | 3 |
| 50 | Direct payment from the plan | 3 |
| 16 | Consulting (general) | 2 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The 401(k) Plan for Permanente Medical Groups | Southern California Permanente Medical Group | $6,535,861,838 | 22,192 | $13,834 |
| Radiology Partners, Inc. Partner Plan | Radiology Partners | $1,049,806,186 | 1,715 | $16,419 |
| Radiology Partners, Inc. 401(k) Profit Sharing Plan | Radiology Partners | $412,449,108 | 6,800 | $16,684 |
| Centerline Communications LLC 401(k) Profit Sharing Plan and Trust | Centerline Communications | $59,841,533 | 955 | $72,067 |
| NHD Nonunion Retirement Savings Plan | New Hampshire Distributors | $22,451,390 | 129 | $16,000 |
| Sagamore Plumbing & Heating LLC 401(k) Profit Sharing Plan | Sagamore Plumbing & Heating | $15,540,348 | 184 | $25,049 |
| Teufelberger Retirement Savings Plan | Teufelberger Fiber Rope | $12,289,420 | 113 | $25,000 |
| Guild of ST. Agnes of Worcester, Inc 401(k) Plan | Guild of ST. Agnes of Worcester | $10,460,576 | 235 | $23,116 |
| Boston Semi Equipment LLC 401(k) Profit Sharing Plan and Trust | Boston Semi Equipment | $8,089,520 | 95 | $10,500 |
| Simply Orthodontics 401(k) Retirement Plan | Simply Dental Management | $6,450,698 | 266 | $17,480 |
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.