Plans listing this provider
39
0.07% of the 56,420 plans with Schedule H financials; 39 in 2023
Providers › Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $2,116,428
Assets of those plans
$1,576,128,149
0.02% 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
$2,116,428
90% 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) | 28 |
| 26 | Investment advisory (participants) | 8 |
| 50 | Direct payment from the plan | 7 |
| 55 | Other commissions | 5 |
| 28 | Investment management | 2 |
| 49 | Other services | 2 |
| 51 | Investment management fees paid directly by plan | 2 |
| 65 | Account maintenance fees | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan | Tennessee Orthopaedic Alliance | $236,565,835 | 1,850 | $336,278 |
| Healthedge Software 401(k) Plan | Healthedge Software | $121,128,476 | 1,264 | $377,852 |
| Agustawestland Philadelphia Corporation 401(k) Savings Plan | Agustawestland Philadelphia | $115,784,121 | 1,087 | $155,475 |
| Mcangus Goudelock & Courie, LLC 401(k) Profit Sharing Plan | Mcangus Goudelock & Courie | $111,067,332 | 1,005 | $70,282 |
| Orthosouth 401(k) Profit Sharing Plan | MSK Group PC DBA Orthosouth | $92,829,160 | 511 | $20,106 |
| Fuss & O'neill Profit Sharing & Employee Savings Plan | Fuss & Oneill | $81,205,738 | 551 | $18,953 |
| The Wenger Group Profit Sharing Plan | Wenger Group | $68,019,780 | 1,106 | $127,455 |
| Ohio Anesthesia Group, Inc. 401(k) Profit Sharing Plan and Trust | Ohio Anesthesia Group | $62,078,015 | 130 | $27,088 |
| The Surgical Clinic 401(k) Profit Sharing Plan | Surgical Clinic | $59,795,262 | 268 | $62,135 |
| Shore Medical Center 401(k) Savings and Retirement Plan | Shore Memorial Hospital DBA Shore Medical Center | $57,925,231 | 1,908 | $63,543 |
| Versar Employee 401(k) Plan | Versar | $56,639,038 | 1,383 | $67,808 |
| Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(k) Plan | Flaherty Sensabaugh & Bonasso P.L.L.C | $49,524,948 | 98 | $10,513 |
| Self Esteem Brands, LLC 401(k) Plan | Self Esteem Brands | $39,797,594 | 698 | $41,574 |
| Capital Area Pediatrics, Inc. Profit Sharing Plan | Capital Area Pediatrics | $39,329,591 | 237 | $75,502 |
| Blueprint Automation Retirement Plan | Blueprint Automation | $36,687,126 | 296 | $67,706 |
| Consarc Corp Profit Sharing Trust | Consarc | $35,244,952 | 148 | $56,852 |
| Halocarbon 401(k) Plan | HPC Holdings | $27,648,909 | 185 | $35,000 |
| PTA Corporation 401(k) Savings and Retirement Plan | PTA | $25,474,153 | 289 | $0 |
| Tudi Mechanical Systems 401(k) Plan | Tudi Mechanical Systems | $23,251,089 | 240 | $41,726 |
| B & F Machine Co Inc 401(k) Profit Sharing Plan | B & F Machine | $20,570,987 | 186 | $14,647 |
| Eco-energy, LLC 401(k) Profit Sharing Plan and Trust | Eco-energy | $19,547,523 | 289 | $27,841 |
| Pariser Dermatology Specialists, Ltd., 401(k) Profit Sharing Plan | Pariser Dermatology Specialists | $18,764,370 | 243 | $37,878 |
| Community Bank 401(k) Profit Sharing Plan | Community Bank | $17,939,115 | 219 | $31,070 |
| Bancroft Construction Company, Inc. Cash OR Deferred Profit Sharing Plan | Bancroft Construction | $16,713,727 | 134 | $39,758 |
| Eat 401(k) Plan | Eat IS Owned by Eli Zabar | $15,870,158 | 101 | $35,896 |
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.