Plans listing this provider
25
0.04% of the 56,420 plans with Schedule H financials; 26 in 2023
Providers › Gregory J Schwartz & Company Inc
Gregory J Schwartz & Company Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $1,825,308
Assets of those plans
$1,448,626,144
0.02% 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
$1,825,308
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) | 21 |
| 50 | Direct payment from the plan | 7 |
| 99 | Other fees | 3 |
| 12 | Claims processing | 1 |
| 28 | Investment management | 1 |
| 63 | Distribution (12b-1) fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Smithgroup Retirement Accumulation Plan | Smithgroup Companies | $335,275,658 | 2,269 | $294,986 |
| Altair Salary Reduction Profit Sharing Plan | Altair Engineering | $262,809,004 | 1,467 | $175,000 |
| Realtruck Retirement Savings Plan | Realtruck Group | $143,918,525 | 5,004 | $87,991 |
| Ciena Healthcare Management, Inc. 401(k) Plan | Ciena Healthcare Management | $125,807,276 | 3,401 | $55,287 |
| DM Intermediate Parent PS & 401(k) Plan | DM Intermediate Parent | $108,636,608 | 876 | $245,483 |
| Soave Enterprises L.L.C. Savings and Profit Sharing Plan and Trust | Soave Enterprises | $58,112,958 | 632 | $71,566 |
| United Road Services, Inc. Employee's 401(k) Plan | United Road Service | $51,398,518 | 1,307 | $62,836 |
| Alclear, LLC 401(k) Plan | Alclear | $42,160,638 | 4,009 | $102,078 |
| Superior Industries International, Inc. Savings and Retirement Plan | Superior Industries International | $41,668,323 | 321 | $66,230 |
| Ross Controls Retirement Plan | Ross Controls | $35,296,650 | 131 | $33,629 |
| Aalberts Surface Technologies 401(k) Plan | Applied Process | $32,926,392 | 438 | $61,882 |
| Infusystem Holdings, Inc. 401(k) Plan | Infusystem Holdings | $31,814,810 | 420 | $78,913 |
| IT Group, LLC 401(k) Savings Plan | IT Group | $29,118,273 | 172 | $82,546 |
| W&P Management Profit Sharing and 401(k) Plan | W&P Management | $28,961,930 | 372 | $49,642 |
| Atmosphere Group, Inc. Tax Deferred Plan | Atmosphere Group | $18,595,925 | 164 | $44,855 |
| Medallion Instrumentation Systems, LLC Employee 401(k) Savings Plan | Medallion Instrumentation Systems | $17,596,199 | 174 | $49,623 |
| Great Lakes Employer Services, Inc. 401(k) Profit Sharing Plan | Great Lakes Employer Services | $16,992,438 | 199 | $34,134 |
| Huron, Inc. Retirement Savings & Investment Plan | Huron | $12,169,678 | 118 | $33,074 |
| Nino Salvaggio International Marketplace Retirement Savings Plan | Nino Salvaggio Fruit & Vegetable Market of Troy | $11,339,114 | 269 | $36,008 |
| Graceland Fruit, Inc. 401(k) Plan | Graceland Fruit | $10,777,660 | 135 | $22,329 |
| FM Sylvan, Inc. 401(k) Savings Plan | FM Sylvan | $10,398,600 | 141 | $29,569 |
| Meade Lexus 401(k) Plan and Trust | M&M Luxury Automotive | $9,252,081 | 112 | $29,101 |
| Conifer Holdings, Inc. 401(k) Plan | Presurance Holdings | $6,910,130 | 90 | $51,444 |
| The Huron Retirement Savings & Investment Plan for Employees Represented by UAW Local 9699 | Huron | $6,688,756 | 330 | $20,240 |
| Johnstone Supply of Detroit 401(k) Plan | Chester Limited Midwest | $0 | 0 | $6,862 |
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.