Plans listing this provider
49
0.09% of the 56,420 plans with Schedule H financials; 50 in 2023
Providers › Goldman Sachs Funds
Plans listing this provider
49
0.09% of the 56,420 plans with Schedule H financials; 50 in 2023
Assets of those plans
$49,038,029,558
0.63% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$3,000,633
47% 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.
| Service code | Meaning | Plans |
|---|---|---|
| 28 | Investment management | 37 |
| 59 | Shareholder servicing fees | 26 |
| 51 | Investment management fees paid directly by plan | 13 |
| 27 | Investment advisory (plan) | 8 |
| 50 | Direct payment from the plan | 6 |
| 52 | Investment management fees paid indirectly by plan | 2 |
| 16 | Consulting (general) | 2 |
| 56 | Non-monetary compensation | 2 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Insperity 401(k) Plan | Insperity Holdings | $9,392,401,723 | 162,096 | $425,000 |
| GSK 401(k) Plan | Smithkline Beecham | $8,791,991,025 | 21,718 | $359,716 |
| Baxter International Inc. and Subsidiaries U.S. Retirement Savings Plan | Baxter International | $4,582,271,276 | 29,124 | $344,460 |
| CBRE 401(k) Plan | CBRE Services | $4,341,961,548 | 47,787 | $142,125 |
| Mcdonald's Corporation 401(k) Plan | McDonald’s | $3,740,355,629 | 18,131 | $237,742 |
| Colgate-palmolive Company Employees Savings & Investment Plan | Colgate-palmolive | $3,268,138,059 | 8,835 | $243,722 |
| Centerpoint Energy Savings Plan | CenterPoint Energy | $2,883,094,742 | 11,828 | $289,418 |
| Alight Solutions LLC 401(k) Plan (fka Hewitt Associates LLC 401(k) Plan) | Alight Solutions | $2,453,128,838 | 12,300 | $48,589 |
| Akamai Technologies, Inc. 401(k) Plan | Akamai Technologies | $1,439,539,569 | 5,454 | $21,000 |
| RR Donnelley Savings Plan | RR Donnelley & Sons | $1,409,880,896 | 17,540 | $210,000 |
| Hologic, Inc. Savings and Investment Plan | Hologic | $1,185,648,527 | 6,713 | $22,735 |
| Otsuka America 401(k) Savings Plan | Otsuka America Pharmaceutical | $1,116,965,944 | 4,364 | $20,000 |
| Dana Retirement Savings Plan | Dana | $895,772,759 | 4,629 | $166,808 |
| Insperity Corporate 401(k) Plan | Insperity Holdings | $646,822,607 | 5,349 | $120,000 |
| Netscout Systems, Inc. 401(k) Plan | Netscout Systems | $645,063,132 | 1,965 | $14,597 |
| Bombardier 401(k) Savings Plan | Bombardier Aerospace (holdings) USA | $593,471,336 | 4,143 | $21,930 |
| CRA International 401(k) Plan | CRA International | $334,439,367 | 1,742 | $41,241 |
| Volvo Cars Employees' Savings Trust Plan | Volvo Car USA | $325,578,783 | 3,904 | $176,688 |
| Dana Hourly Bargained Retirement and Savings Plan | Dana | $274,797,908 | 7,954 | $25,466 |
| Wellpower 401(k) Savings and Retirement Plan | Motrex | $214,394,279 | 2,946 | $11,978 |
| Baxter Healthcare of Puerto Rico Retirement Savings Plan | Baxter Healthcare of Puerto Rico | $103,138,967 | 2,597 | $6,792 |
| Criterion Systems 401(k) & Profit Sharing Plan | Criterion Systems | $55,848,775 | 795 | $0 |
| Treehouse Foods, Inc. Union 401(k) Plan | TreeHouse Foods | $30,875,646 | 458 | $3,684 |
| Apr Supply Co. 401(k) Plan | Apr Supply | $30,233,316 | 498 | $0 |
| The Employees Retirement and Section 401(k) Plan and Trust | Clendenin Brothers | $28,530,573 | 205 | $46,942 |
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.