Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › Independent Retirement Consulting
Independent Retirement Consulting
- Service provider, as named on Schedule C
- EIN 900451904
- Plan year 2024
- Direct compensation reported $87,652
Assets of those plans
$217,344,128
0.00% 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
$87,652
83% 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 |
|---|---|---|
| 13 | Contract administrator | 10 |
| 49 | Other services | 4 |
| 99 | Other fees | 3 |
| 50 | Direct payment from the plan | 2 |
| 15 | Recordkeeping and information management | 1 |
| 37 | Participant loan processing | 1 |
| 64 | Recordkeeping fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Shoestring Valley Holdings Retirement Plan | Shoestring Valley Holdings | $101,340,960 | 465 | $2,700 |
| Opensesame 401(k) Plan | OpenSesame | $20,667,040 | 285 | $0 |
| James W. Fowler Co. 401(k) Profit Sharing Plan | James W. Fowler | $17,504,552 | 291 | $6,225 |
| Ak-chin Indian Community 401(k) Retirement Savings Plan | Ak-chin Indian Community | $15,179,455 | 327 | $35,316 |
| Willamette Valley Bank 401(k) Profit Sharing Plan | Willamette Valley Bank | $12,081,710 | 145 | $9,575 |
| Openroad Transportation, Inc. 401(k) Profit Sharing Plan | Openroad Transportation | $11,321,886 | 160 | $2,537 |
| Jubitz Profit Sharing/401(k) Plan | Jubitz | $10,169,369 | 228 | $7,971 |
| Scenic Fruit Company 401(k) Profit Sharing Plan | Scenic Fruit | $7,794,549 | 129 | $7,982 |
| Aduro 401(k) Plan | Aduro | $7,577,099 | 112 | $0 |
| Kaso Plastics Inc. 401(k) Cash OR Deferred Savings Plan | Kaso Plastics | $5,548,417 | 141 | $2,831 |
| The Weber Retirement Planrecordkeeper | Weber Enterprises Inc. DBA Eugene Taco Bell | $5,246,738 | 151 | $5,465 |
| Portland Specialty Baking, LLC 401(k) Plan | Portland Specialty Baking | $2,912,353 | 85 | $7,050 |
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.