Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › Frost Bank
Frost Bank
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $308,993
Assets of those plans
$345,434,651
0.00% 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
$308,993
75% 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) | 8 |
| 52 | Investment management fees paid indirectly by plan | 3 |
| 55 | Other commissions | 2 |
| 50 | Direct payment from the plan | 2 |
| 28 | Investment management | 2 |
| 26 | Investment advisory (participants) | 2 |
| 24 | Trustee (discretionary) | 2 |
| 21 | Trustee (bank, trust company or similar) | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Helix Energy Solutions Group Inc. Employees' 401(k) Savings Plan | Hornbeck Offshore Services | $122,090,279 | 1,092 | $0 |
| Apex Capital Corp 401(k) Plan | Apex Capital | $38,182,647 | 384 | $0 |
| Legend Bank Employee Stock Ownership and 401(k) Plan | Legend Bank | $37,249,087 | 205 | $15,000 |
| Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan | Associated Equipment | $35,406,788 | 172 | $40,126 |
| On the Spot Management 401(k) Plan | 899221-01 on the Spot Management | $27,102,630 | 809 | $136,417 |
| Big State Electric, Ltd. 401(k) PSP | Big State Electric | $24,495,849 | 145 | $15,000 |
| Lone Star Aerospace, Inc. Retirement Savings Plan | Lone Star Aerospace | $17,223,632 | 164 | $29,420 |
| Star Furniture 401(k) Plan | Star Furniture | $15,691,981 | 165 | $23,938 |
| Lone Star Bakery, Inc. 401(k) Plan | Lone Star Bakery | $9,329,573 | 181 | $0 |
| Cox Manufacturing Co., Inc. 401(k) Profit Sharing Plan | Cox Manufacturing | $9,027,790 | 193 | $12,000 |
| Beldon Roofing & Remodeling Company 401(k) Plan | Beldon Roofing & Remodeling | $6,829,998 | 193 | $26,357 |
| Country Home Savings Plan | Country Home Management | $2,804,397 | 133 | $10,735 |
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.