401k Record

Providers › Janney Montgomery Scott LLC

Janney Montgomery Scott LLC

Plans listing this provider

32

0.06% of the 56,420 plans with Schedule H financials; 37 in 2023

Assets of those plans

$5,368,674,721

0.07% 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

$905,151

63% 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 codeMeaningPlans
27Investment advisory (plan)20
55Other commissions9
99Other fees7
49Other services6
50Direct payment from the plan4
16Consulting (general)2
28Investment management2
70Consulting fees2

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Lifepoint Health, Inc. Retirement PlanRegionalCare Hospital Partners Holdings $2,575,185,74556,153$80,000
Principal Ease 401(k) PlanPrincipal Life Insurance $650,877,71227,194$0
Apex Systems, LLC 401(k) PlanApex Systems $478,730,7394,337$74,924
Brookdale Senior Living Inc. 401(k) Retirement Savings PlanBrookdale Senior Living $466,107,15715,778$70,000
ECS Federal, LLC 401(k) PlanECS Federal $368,641,4244,332$50,000
Contract Employee Retirement Savings PlanApex Systems $231,839,1007,794$165,780
Hexpol Retirement Savings PlanHexpol Holding $110,049,1041,381$50,000
Asgn Incorporated 401(k) Retirement Savings PlanEverforth $74,111,967807$24,975
Leonardo Electronics US Inc. 401(k) PlanLeonardo Electronics US $49,928,555370$88,493
Diversicare Healthcare Services, LLC Savings PlanDiversicare Healthcare Services $34,873,5931,028$46,026
Armada Hoffler 401(k) Retirement PlanAHP Holding $34,454,086206$0
Dick Smith Automotive Group 401(k) Profit Sharing PlanDick Smith Automotive Group $28,453,635246$0
Johns Hopkins Regional Physicians LLC 401(k) Plan and TrustJohns Hopkins Regional Physicians $26,650,747308$4,044
Lab Logistics, LLC 401(k) Retirement PlanLab Logistics $20,978,573400$0
Davis Defense Group, Inc. 401(k)Davis Defense Group $20,701,738247$34,399
International Gourmet Foods, Inc. Employees' 401(k) Profit Sharing PlanInternational Gourmet Foods $19,446,369144$0
Wittmann USA Inc.Wittmann USA $19,288,723185$0
Retirement Plan for Houff Transfer, Inc.Houff Transfer $18,928,711130$34,731
Home Health and Hospice Care, Inc. 401(k) PlanrecordkeeperHome Health & Hospice Care $17,363,887559$10,833
Leonardo US Cyber & Security Solutions 401(k) PlanLeonardo US Cyber and Security Solutions $16,489,056104$37,291
TBHC Delivers, LLC Retirement PlanTBHC Delivers $15,309,609438$23,816
CDI Services, Inc. 401(k) Retirement Savings PlanCDI Services $14,904,063252$0
Hampshire Fire Protection Co. 401(k) Profit Sharing PlanHampshire Fire Protection $11,992,197159$24,653
The Morganti Group, Inc. 401(k) Profit Sharing PlanMorganti Group $10,568,649109$23,692
Southco Distributing Company 401(k) Retirement PlanSouthco Distributing $9,705,759220$0

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.