Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials
Providers › Insperity Retirement Services
Insperity Retirement Services
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $111,442
Assets of those plans
$218,201,997
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
13
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$111,442
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 |
|---|---|---|
| 15 | Recordkeeping and information management | 13 |
| 37 | Participant loan processing | 13 |
| 38 | Participant communication | 13 |
| 50 | Direct payment from the plan | 13 |
| 57 | Redemption fees | 13 |
| 59 | Shareholder servicing fees | 13 |
| 60 | Sub-transfer agency fees | 13 |
| 63 | Distribution (12b-1) fees | 13 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Verdun 401(k) Retirement Plan | Verdun Management | $89,558,342 | 453 | $1,000 |
| Corerx, Inc. 401(k) Planrecordkeeper | Corerx | $47,310,369 | 190 | $5,400 |
| National Grid Renewables Development, LLC 401(k) Planrecordkeeper | National Grid Renewables Development | $20,601,390 | 278 | $3,075 |
| Atrium Insight Inc. 401(k)recordkeeper | Atrium Insight | $12,298,347 | 145 | $2,331 |
| Tunein, Inc. 401(k) Planrecordkeeper | Tunein | $10,461,404 | 211 | $1,537 |
| IDS International 401(k) Planrecordkeeper | IDS International Group | $9,096,742 | 311 | $2,825 |
| Promex Industries, Inc. 401(k) Planrecordkeeper | Promex Industries | $7,487,921 | 136 | $13,379 |
| R Bank Texas 401(k) Planrecordkeeper | R Bank Texas | $7,130,028 | 124 | $3,435 |
| California Regional Multiple Listing Services, Inc. 401(k) Planrecordkeeper | California Regional Multiple Listing Services | $6,318,057 | 112 | $2,525 |
| M2gen 401(k) Planrecordkeeper | M2gen | $2,677,296 | 74 | $850 |
| Sbux Management Associates, LLC 401(k) Planrecordkeeper | Sbux Management Associates | $2,364,888 | 789 | $73,205 |
| Uniphar 401(k) Planrecordkeeper | Uniphar USA | $1,614,465 | 110 | $50 |
| RA CCS, LLC 401(k) Planrecordkeeper | RA CCS | $1,282,731 | 110 | $1,405 |
| Rxvantage, Inc. 401(k) Planrecordkeeper | Rxvantage | $17 | 0 | $425 |
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.