Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 40 in 2023
Providers › Great-west Life & Annuity Insurance
Great-west Life & Annuity Insurance
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $969,479
Assets of those plans
$402,315,828
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
15
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$969,479
80% 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 |
|---|---|---|
| 64 | Recordkeeping fees | 15 |
| 15 | Recordkeeping and information management | 2 |
| 37 | Participant loan processing | 2 |
| 49 | Other services | 2 |
| 50 | Direct payment from the plan | 2 |
| 99 | Other fees | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Hudson Automotive Group 401(k) Retirement Planrecordkeeper | Hudson Automotive Group | $92,286,924 | 616 | $313,516 |
| Home Federal Bank of Tennessee 401(k) Profit Sharing Planrecordkeeper | Home Federal Bank of Tennessee | $75,350,062 | 388 | $5,773 |
| Wexford Health Sources, Inc. Employees' Retirement Planrecordkeeper | Wexford Health Sources | $48,206,081 | 3,336 | $228,275 |
| Wexford Health Sources, Inc. Union Employees Retirement Planrecordkeeper | Wexford Health Sources | $34,837,325 | 1,398 | $135,990 |
| Pioneer Technical Services, Inc. 401(k) Profit Sharing Planrecordkeeper | Pioneer Technical Services | $29,364,898 | 131 | $71,035 |
| The Tombras Group Profit Sharing/tax Deferred Saving Planrecordkeeper | Tombras Group | $29,207,804 | 498 | $73,944 |
| Leitner Poma of America, Inc 401(k) Planrecordkeeper | Leitner Poma of America | $24,860,925 | 231 | $27,313 |
| Pelli Clarke & Partners Section 401(k) Planrecordkeeper | Pelli Clarke & Partners | $20,192,497 | 96 | $0 |
| Espire Dental 401(k) Planrecordkeeper | Espire Dental Practice | $17,187,803 | 239 | $0 |
| Landmark Dividend LLC 401(k) Planrecordkeeper | Landmark Dividend Solar Land 1 DST | $15,752,749 | 174 | $0 |
| Abacus Data Systems, Inc. 401(k) Planrecordkeeper | Abacus Data Systems | $9,732,187 | 205 | $9,761 |
| Azria Health 401(k) Planrecordkeeper | Azria Health | $5,336,573 | 206 | $17,948 |
| Host Healthcare 401(k) Planrecordkeeper | Host Healthcare | $0 | 0 | $95 |
| Enovate Medical 401(k) Planrecordkeeper | Enovate Medical | $0 | 0 | $40,004 |
| Hay House 401(k) Planrecordkeeper | Hay House | $0 | 0 | $45,825 |
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.