Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 27 in 2023
Providers › First Republic Investment MGMNT
First Republic Investment MGMNT
- Service provider, as named on Schedule C
- EIN 223623353
- Plan year 2024
- Direct compensation reported $619,749
Assets of those plans
$383,173,001
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$619,749
73% 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) | 10 |
| 50 | Direct payment from the plan | 6 |
| 99 | Other fees | 5 |
| 15 | Recordkeeping and information management | 3 |
| 21 | Trustee (bank, trust company or similar) | 3 |
| 49 | Other services | 3 |
| 64 | Recordkeeping fees | 3 |
| 26 | Investment advisory (participants) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Hopkins & Carley 401(k) Plan | Hopkins & Carley a Law | $78,482,270 | 184 | $152,493 |
| Frequency Electronics, Inc. 401(k) Savings Plan | Frequency Electronics | $50,305,037 | 275 | $53,389 |
| KVH Industries, Inc. 401(k) Planrecordkeeper | KVH Industries | $40,571,525 | 260 | $50,034 |
| Academy of Motion Picture Arts and Sciences 401(k) Plan | Academy of Motion Picture Arts and Sciences | $39,781,230 | 927 | $109,119 |
| Avenue Capital Group and Affiliates 401(k) Profit Sharingrecordkeeper | Avenue Capital Management II | $37,273,410 | 163 | $62,549 |
| Frederick Wildman & Sons Limited 401(k) Retirement Plan | Frederick Wildman & Sons | $25,684,203 | 189 | $45,373 |
| Shorelight Retirement Plan | Shorelight | $22,719,392 | 337 | $45,675 |
| The Bloc 401(k) Plan | Cementworks | $21,679,808 | 273 | $0 |
| Key Auto Group 401(k) Plan | Diversified Management | $18,805,553 | 449 | $0 |
| Fareportal 401(k) Plan | Fareportal | $13,874,554 | 204 | $30,295 |
| Taconic Builders 401(k) Plan | Taconic Builders | $11,505,835 | 167 | $30,165 |
| Artnet Worldwide Corporationrecordkeeper | Artnet Worldwide | $9,034,440 | 128 | $20,377 |
| TSG Enterprises 401(k) Plan | TSG Enterprises | $8,509,038 | 216 | $20,280 |
| Bneg, Inc. 401(k) Plan | Big Night Entertainment Group | $4,946,706 | 139 | $0 |
| Marjam Supply Company, Inc. and Affiliates Profit Sharing and 401(k) Plan | Marjam Supply | $0 | 0 | $0 |
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.