Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › Flexible Plan Investments Ltd
Flexible Plan Investments Ltd
- Service provider, as named on Schedule C
- EIN 382340348
- Plan year 2024
- Direct compensation reported $134,827
Assets of those plans
$48,616,558,196
0.62% 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
$134,827
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 |
|---|---|---|
| 26 | Investment advisory (participants) | 9 |
| 50 | Direct payment from the plan | 9 |
| 70 | Consulting fees | 1 |
| 71 | Securities brokerage commissions and fees | 1 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $26,116 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines | $11,622,763,375 | 12,980 | $15,634 |
| Intermountain Health 401(k) Plan | Intermountain Health Care | $6,832,891,000 | 83,866 | $16,000 |
| Black & Veatch Retirement Program | BVH | $3,040,446,983 | 10,352 | $12,071 |
| Penn State Health 401(k) Savings Plan | Penn State Health | $2,925,576,909 | 21,753 | $1,523 |
| Wellspan 403(b) Retirement Savings Plan | Wellspan Health | $2,642,286,795 | 26,376 | $8,685 |
| Skywest, Inc. Employees' Retirement Plan | Skywest | $1,420,052,359 | 12,750 | $5,895 |
| Mayer Brown LLP USA Savings Plan | Mayer Brown | $1,232,363,463 | 3,301 | $16,231 |
| Seyfarth Shaw LLP 401(k) Savings and Retirement Plan | Seyfarth Shaw | $925,918,577 | 2,831 | $8,198 |
| Polsinelli Profit Sharing Plan I | Polsinelli | $586,762,913 | 1,898 | $7,386 |
| The Western Union Company Incentive Savings Plan | Western Union | $446,908,759 | 2,743 | $9,243 |
| Lathrop GPM LLP 401(k) Plan | Lathrop GPM | $104,622,611 | 257 | $7,845 |
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.