Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 19 in 2023
Providers › Institutional Investment Consulting
Institutional Investment Consulting
- Service provider, as named on Schedule C
- EIN 810635433
- Plan year 2024
- Direct compensation reported $402,754
Assets of those plans
$5,948,087,468
0.08% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$402,754
81% 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 |
| 99 | Other fees | 8 |
| 16 | Consulting (general) | 5 |
| 50 | Direct payment from the plan | 4 |
| 51 | Investment management fees paid directly by plan | 1 |
| 49 | Other services | 1 |
| 13 | Contract administrator | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Linde Retirement Savings Plan | Linde | $2,943,731,962 | 15,998 | $61,500 |
| International Brotherhood of Electrical Workers Local Unions Savings & Security Plan | Board of Directors of the IBEW Locals' Saving & Retirement Group Trust | $742,021,180 | 2,667 | $110,000 |
| Boise Cascade Company Savings Plan | Boise Cascade | $740,356,793 | 4,887 | $10,086 |
| Apogee Enterprises, Inc. 401(k) Retirement Plan | Apogee Enterprises | $497,142,648 | 4,681 | $0 |
| Ensign Services, Inc. 401(k) Retirement Savings Plan | Ensign Services | $373,796,966 | 13,059 | $60,000 |
| Boise Cascade Company Hourly Savings Plan | Boise Cascade | $145,686,938 | 2,443 | $5,264 |
| Employees' Savings Plan of FN America, LLC | FN America | $100,393,091 | 693 | $0 |
| Boise Cascade Company Retirement Savings Plan | Boise Cascade | $90,608,880 | 1,578 | $3,400 |
| Pennant 401(k) Retirement Savings Plan | Pennant Services | $75,101,765 | 4,888 | $71,000 |
| Burke & Herbert Bank & Trust Company Investment and Savings Plan | Burke & Herbert Bank | $67,548,635 | 508 | $20,000 |
| Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan | Herbert Rowland & Grubic | $56,512,040 | 428 | $15,000 |
| ION Financial, MHC 401(k) Plan | Ion Financial MHC | $50,793,808 | 476 | $0 |
| Tantus Technologies 401(k) Plan | Tantus Technologies | $25,055,417 | 318 | $13,871 |
| Village Ford, Inc. 401(k) Savings Plan | Village Ford | $15,482,265 | 201 | $13,883 |
| Eastern Engineered Wood Products 401(k) Plan | Eastern Engineered Wood Products | $13,041,981 | 142 | $1,250 |
| Embassy of the Federal Republic of Germany 401(k) Plan | Embassy of the Federal Republic of Germany | $10,813,099 | 137 | $17,500 |
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.