Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › Gordon Asset Management
Gordon Asset Management
- Service provider, as named on Schedule C
- EIN 421582751
- Plan year 2024
- Direct compensation reported $313,172
Assets of those plans
$887,373,073
0.01% 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
$313,172
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 |
|---|---|---|
| 27 | Investment advisory (plan) | 14 |
| 50 | Direct payment from the plan | 14 |
| 26 | Investment advisory (participants) | 13 |
| 31 | Named fiduciary | 13 |
| 38 | Participant communication | 13 |
| 51 | Investment management fees paid directly by plan | 2 |
| 15 | Recordkeeping and information management | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| UWH of Florida LLC 401(k) Retirement Plan | Florida Woman Care | $254,846,911 | 2,853 | $18,500 |
| UWH of the Carolinas, PLLC 401(k) Retirement Plan | UWH of the Carolinas | $228,376,286 | 1,573 | $75,635 |
| Mid-atlantic Women's Care, P.L.C. Profit Sharing Plan | Mid-atlantic Women's Care P.L.C. | $106,345,488 | 666 | $18,500 |
| UWH of Texas, PLLC 401(k) Retirement Plan | Unified Women's Healthcare of Texas | $87,891,642 | 978 | $18,750 |
| Unified Women's Healthcare, LLC 401(k) Profit Sharing Plan | Unified Women's Healthcare | $48,838,053 | 925 | $18,500 |
| PHE, Inc. Employees 401(k) and Profit Sharing Plan and Trust | PHE | $39,409,374 | 273 | $26,847 |
| Square Care Medical Group, LLP 401(k) Plan | Square Care Medical Group | $28,672,923 | 346 | $18,500 |
| UWH of Michigan 401(k) Retirement Plan | UWH of Michigan | $28,541,190 | 220 | $18,750 |
| James M. Pleasants Company, Inc. Employees' 401(k) Plan | James M. Pleasants | $15,696,678 | 220 | $6,221 |
| Duke School 401(k) Plan | Duke School | $11,072,080 | 145 | $15,000 |
| Sears Contract, Inc. 401(k) Profit Sharing Plan | Sears Contract | $9,275,527 | 140 | $24,591 |
| Airclean Systems 401(k) Plan | Applied Medical Technologies | $8,292,664 | 190 | $5,483 |
| Baebies, Inc. 401(k) Plan | Baebies | $7,027,824 | 134 | $5,207 |
| Employees Retirement Savings Plan | Staunton Capital | $6,174,445 | 227 | $18,414 |
| J.P. Thomas & Company 401(k) Planrecordkeeper | J.P. Thomas | $4,263,308 | 352 | $15,266 |
| Sun Realty of Nags Head, Inc. 401(k) Plan | Sun Realty of Nags Head | $2,648,680 | 263 | $9,008 |
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.