Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 17 in 2023
Providers › Inwest Retirement Solutions
Inwest Retirement Solutions
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $203,555
Assets of those plans
$170,980,739
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
10
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$203,555
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 | 9 |
| 64 | Recordkeeping fees | 4 |
| 13 | Contract administrator | 3 |
| 17 | Consulting (pension) | 3 |
| 37 | Participant loan processing | 2 |
| 38 | Participant communication | 2 |
| 49 | Other services | 2 |
| 16 | Consulting (general) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Munck Wilson Mandala 401(k) Planrecordkeeper | Munck Wilson Mandala | $36,018,320 | 271 | $15,498 |
| Time Manufacturing Company 401(k) Planrecordkeeper | Time Manufacturing | $33,206,623 | 1,015 | $47,716 |
| Jobe Materials, LP 401(k) Plan | Jobe Materials | $19,554,023 | 413 | $51,977 |
| All-pro Fasteners, Inc. 401(k) Profit Sharing Planrecordkeeper | All-pro Fasteners | $14,376,144 | 167 | $7,656 |
| The Savings Group 401(k) Planrecordkeeper | Savings Group | $12,326,700 | 631 | $11,200 |
| The Delta Companies 401(k) Planrecordkeeper | TDC Opco LLC DBA the Delta Companies | $11,634,767 | 549 | $18,014 |
| Attebury Grain, LLC 401(k) Plan | Attebury Grain | $8,350,260 | 154 | $9,963 |
| Andrews Logistics Texas, L. P. 401(k) Planrecordkeeper | Andrews Logistics Texas | $7,589,588 | 282 | $12,623 |
| Anton Cabinetry 401(k) Retirement Planrecordkeeper | Southwest Cabinet | $7,058,649 | 95 | $5,890 |
| Herring Bank 401(k) Profit Sharing Plan | Herring Bank | $6,820,548 | 187 | $3,844 |
| Whataburger of Alice 401(k) Planrecordkeeper | Whataburger of Alice | $6,435,125 | 216 | $4,439 |
| Busco, Inc. 401(k) Plan and Trustrecordkeeper | Busco | $4,415,478 | 118 | $10,029 |
| Preferred Employer Plan for Envios de Valores la Nacional Corprecordkeeper | Fiduciary Wise LLC FBO Envios de Valores la Nacional | $3,194,514 | 99 | $4,706 |
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.