Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 20 in 2023
Providers › Insperity Retirement Services
Insperity Retirement Services
- Service provider, as named on Schedule C
- EIN 562375265
- Plan year 2024
- Direct compensation reported $7,929,833
Assets of those plans
$10,148,742,405
0.13% of all Schedule H plan assets
Plans where it is the recordkeeper
11
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$7,929,833
91% 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 |
|---|---|---|
| 15 | Recordkeeping and information management | 11 |
| 37 | Participant loan processing | 11 |
| 38 | Participant communication | 11 |
| 50 | Direct payment from the plan | 11 |
| 64 | Recordkeeping fees | 11 |
| 65 | Account maintenance fees | 11 |
| 57 | Redemption fees | 9 |
| 59 | Shareholder servicing fees | 9 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Insperity 401(k) Planrecordkeeper | Insperity Holdings | $9,392,401,723 | 162,096 | $7,682,003 |
| Insperity Corporate 401(k) Planrecordkeeper | Insperity Holdings | $646,822,607 | 5,349 | $221,879 |
| FMC Practice Services, LLC 401(k) Savings Planrecordkeeper | FMC Practice Services | $49,500,650 | 313 | $6,600 |
| Pacific Cardiovascular Associates Medical Group, Inc. 401(k) Savings Plus Planrecordkeeper | Pacific Cardiovascular Associates Medical Group | $12,391,718 | 129 | $2,625 |
| SP Vessel Buyer LLCrecordkeeper | SP Vessel Buyer LLC 401(k) Plan | $9,804,443 | 397 | $7,051 |
| The Thornhill Companies 401(k) Planrecordkeeper | Nicholas Bagshaw | $8,982,511 | 140 | $2,808 |
| Sherwood Design Engineers 401(k) Profit Sharing Planrecordkeeper | Sherwood Design Engineers | $8,625,828 | 162 | $1,062 |
| Esjoule, LLC 401(k) Planrecordkeeper | Esjoule | $8,530,438 | 104 | $1,050 |
| Beacon Therapeutics (USA), Inc. 401(k) Planrecordkeeper | Applied Genetic Technologies | $6,666,127 | 111 | $1,825 |
| Sumo Group, Inc. 401(k) Planrecordkeeper | Sumo Group | $5,016,360 | 160 | $2,930 |
| WM 401(k) Planrecordkeeper | Winn-marion Barber | $0 | 0 | not reported |
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.