Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Independent Advisor Alliance
Independent Advisor Alliance
- Service provider, as named on Schedule C
- EIN 463825461
- Plan year 2024
- Direct compensation reported $679,185
Assets of those plans
$3,077,795,335
0.04% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$679,185
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) | 12 |
| 50 | Direct payment from the plan | 11 |
| 17 | Consulting (pension) | 4 |
| 15 | Recordkeeping and information management | 2 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 26 | Investment advisory (participants) | 2 |
| 49 | Other services | 2 |
| 64 | Recordkeeping fees | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Netjets Aviation, Inc. 401(k) Retirement Plan | Netjets Aviation | $2,464,050,640 | 4,511 | $279,505 |
| AGC of America, SD Chapter, Inc. 401(k) Profit Sharing Plan | AGC of America SD Chapter Inc. 401(k) Profit Sharing Plan | $170,662,607 | 3,706 | $8,925 |
| Southeastern Container, Inc. Retirement Savings Plan | Southeastern Container | $82,616,303 | 570 | $90,000 |
| Quality Oil Company 401(k) and Profit Sharing Plan | Quality Oil | $70,262,778 | 1,750 | $14,965 |
| Bradley/dixie Companies Retirement Plan | Chatham Service Bureau | $57,311,703 | 444 | $41,765 |
| Carolina Biological Supply Company Savings and Profit Sharing Retirement | Carolina Biological Supply | $52,964,072 | 599 | $40,584 |
| Wikoff Color Corporation 401(k) Profit Sharing Plan | Wikoff Color | $43,018,249 | 450 | $14,969 |
| Ems-chemie (north America) Inc. Retirement Plan | Ems-chemie (north America) | $24,174,455 | 183 | $14,339 |
| Associated Urologists of North Carolina, P.A. Employees 401(k) Profit Sharing Plan | Associated Urologists of North Carolina | $21,382,730 | 144 | $12,337 |
| Completecare Health Network Retirement Plan | Community Health Care | $21,204,412 | 317 | $44,887 |
| Stevens Aerospace and Defense Systems LLC 401(k) Savings and Retirement Plan | Stevens Aerospace and Defense Systems | $20,005,949 | 455 | $9,300 |
| Ampro Adlink 401(k) Profit Sharing Planrecordkeeper | Ampro Computer | $18,810,182 | 124 | $41,691 |
| The Springs Company 401(k) Savings and Retirement Plan | Springs | $17,868,396 | 111 | $8,212 |
| Wisconsin Coil Spring LLC 401(k) Profit Sharing Plan | Wisconsin Coil Spring | $6,898,252 | 104 | $34,005 |
| Coyne Staffing LLC 401(k) Planrecordkeeper | Coyne Staffing | $6,564,607 | 130 | $23,701 |
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.