Plans listing this provider
1,169
2.07% of the 56,420 plans with Schedule H financials; 1,070 in 2023
Providers › Global Retirement Partners LLC
Plans listing this provider
1,169
2.07% of the 56,420 plans with Schedule H financials; 1,070 in 2023
Assets of those plans
$51,823,089,725
0.67% of all Schedule H plan assets
Plans where it is the recordkeeper
174
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$95.24
across 168 plans that pay it 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.
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 743 |
| 99 | Other fees | 466 |
| 50 | Direct payment from the plan | 283 |
| 49 | Other services | 174 |
| 64 | Recordkeeping fees | 173 |
| 15 | Recordkeeping and information management | 171 |
| 21 | Trustee (bank, trust company or similar) | 169 |
| 26 | Investment advisory (participants) | 84 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Queen's Health Systems Retirement Savings Plan | Queen's Health Systems | $1,952,191,043 | 11,719 | $92,700 |
| Arup US Retirement Savings Plan | Arup US | $723,152,617 | 2,286 | $37,000 |
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $41,473 |
| Essential Utilities, Inc. 401(k) Plan | Essential Utilities | $623,786,494 | 3,990 | $86,770 |
| Oneoncology, LLC Onerewards Retirement Plan | Oneoncology | $584,693,279 | 9,288 | $382,396 |
| Akima, LLC 401(k) Plan | Akima | $554,653,640 | 11,984 | $284,304 |
| Buchanan Ingersoll & Rooney PC Retirement Savings Plan | Buchanan Ingersoll & Rooney | $484,141,032 | 1,301 | $33,750 |
| Mercury Employees Retirement Investment Trust | Mercury Systems | $475,626,417 | 3,284 | $84,256 |
| Isolved 401-k Plan | Plan Professionals | $465,689,331 | 24,264 | $385,814 |
| SGH Profit Sharing & 401(k) Plan and Trust | Simpson Gumpertz & Heger | $464,068,085 | 1,056 | $75,000 |
| Gordon Rees Scully Mansukhani, LLP 401(k) Retirement Plan | Gordon Rees Scully Mansukhani | $449,526,528 | 2,383 | $28,000 |
| Doordash 401(k) Plan | Doordash | $438,682,138 | 11,324 | $212,581 |
| International Data Group, Inc. 401(k) and Profit Sharing Plan | International Data Group | $432,308,399 | 1,756 | $0 |
| Hattiesburg Clinic P. A. Savings Plan | Hattiesburg Clinic | $402,235,886 | 2,326 | $50,000 |
| First Solar, Inc. 401(k) Plan | First Solar | $361,455,968 | 4,880 | $75,000 |
| United Musculoskeletal Partners, LLC 401(k) Plan | United Musculoskeletal Partners | $360,664,790 | 2,670 | $102,388 |
| Crosscountry Mortgage 401(k) Retirement Savings Plan | Crosscountry Mortgage | $340,288,517 | 5,834 | $0 |
| ASM Global Retirement & Savings Plan | ASM Global | $336,823,351 | 8,649 | $39,000 |
| Suffolk Construction Company, Inc. 401(k) Retirement Plan | Suffolk Construction | $336,415,812 | 2,743 | $85,000 |
| Natera 401(k) Plan | Natera | $301,434,129 | 5,164 | $115,595 |
| Resource Management, Inc. 401(k) Plan | Resource Management | $297,636,138 | 6,832 | $427,282 |
| Asahi Kasei 401(k) Retirement Plan | Asahi Kasei America | $293,587,253 | 1,966 | $92,349 |
| Check Point Software Technologies, Inc 401(k) Retirement Plan | Check Point Software Technologies | $285,429,642 | 2,228 | $48,825 |
| Wagner Equipment Co. Retirement Savings Plan | Wagner Equipment | $279,422,423 | 2,140 | $0 |
| Valiant Integrated Services 401(k) Plan | Valiant Integrated Services | $271,418,223 | 3,588 | $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.