Plans listing this provider
39
0.07% of the 56,420 plans with Schedule H financials; 31 in 2023
Providers › Hays Financial Group
Plans listing this provider
39
0.07% of the 56,420 plans with Schedule H financials; 31 in 2023
Assets of those plans
$954,082,504
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
6
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,085,465
79% 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 |
|---|---|---|
| 27 | Investment advisory (plan) | 25 |
| 99 | Other fees | 13 |
| 50 | Direct payment from the plan | 10 |
| 15 | Recordkeeping and information management | 6 |
| 21 | Trustee (bank, trust company or similar) | 6 |
| 49 | Other services | 6 |
| 64 | Recordkeeping fees | 6 |
| 70 | Consulting fees | 3 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Everbridge, Inc. 401(k) Profit Sharing Plan & Trust | Everbridge | $92,544,902 | 1,062 | $65,000 |
| Arctic Wolf Networks, Inc. 401(k) Plan | Arctic Wolf Networks | $88,742,921 | 1,423 | $96,459 |
| Empirical 401(k) and Profit Sharing Plan | Empirical Technology | $83,981,882 | 1,298 | $49,985 |
| Versant Health Holdco, Inc. 401(k) Plan | Versant Health Holdco | $70,192,296 | 992 | $70,000 |
| Ruffalo Noel Levitz 401(k) Plan | Ruffalo Noel Levitz | $54,614,559 | 574 | $42,573 |
| TGI Friday's 401(k) Plan | TGI Friday's | $52,252,502 | 718 | $50,329 |
| Christensen Farms & Feedlots, Inc. 401(k) Profit Sharing Plan | Christensen Farms & Feedlots | $45,093,157 | 529 | $42,000 |
| Sunbelt Solomon Services, LLC 401(k) and Profit Sharing Plan | Sunbelt Solomon Services | $45,049,135 | 1,040 | $0 |
| Animal Supply Company LLC 401(k) Retirement Plan | Animal Supply | $38,871,986 | 921 | $51,513 |
| Uhl Company, Inc. Profit Sharing Plan | Uhl | $32,590,754 | 155 | $57,629 |
| Profit Sharing Plan for River Valley Bancorporation, Inc. and Related Employers | River Valley Bancorporation | $31,434,394 | 308 | $6,700 |
| Swanson Health Products, Inc. 401(k) Profit Sharing Plan | Swanson Health Products | $29,494,908 | 581 | $37,088 |
| HAC, Inc. 401(k) Plan | HAC | $27,995,083 | 642 | $41,571 |
| Autism Speaks 401(k) Plan | Autism Speaks | $23,223,595 | 216 | $0 |
| Colt Services, LP 401(k) Profit Sharing Planrecordkeeper | Colt Services | $18,391,745 | 234 | $12,324 |
| Boston Interiors Home Furnishings 401(k) Plan | Boston Interiors Home Furnishings | $16,196,766 | 122 | $23,030 |
| Windigo Logistics Fountain Union Employees 401(k) Plan | Windigo Logistics | $15,653,825 | 677 | $0 |
| DSB Technologies, LLC Savings and Retirement Plan | DSB Technologies | $15,080,655 | 445 | $33,782 |
| Hef-usa, Inc 401(k) Plan | Hef-usa | $14,869,729 | 334 | $40,915 |
| KI Mobility 401(k) Plan | KI Mobility | $14,638,942 | 428 | $25,048 |
| Medbridge Healthcare 401(k) Retirement Planrecordkeeper | Medbridge Healthcare | $13,964,742 | 546 | $32,599 |
| Acceleration Partners Retirement Savings Plan | Acceleration Partners | $12,580,793 | 248 | $37,370 |
| Interstate Auto Group, Inc. 401(k) Profit Sharing Plan | Interstate Auto Group | $11,800,015 | 283 | $29,973 |
| Great Lakes Management 401(k) Retirement Savings Planrecordkeeper | Great Lakes Management | $11,506,367 | 572 | $51,663 |
| Galen Mental Health 401(k) Planrecordkeeper | Galen Newco | $10,779,359 | 483 | $26,279 |
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.