Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › Kathmere Capital Management LLC
Kathmere Capital Management LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $454,005
Assets of those plans
$387,425,350
0.00% 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
$454,005
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 |
|---|---|---|
| 27 | Investment advisory (plan) | 11 |
| 50 | Direct payment from the plan | 2 |
| 22 | Insurance agents and brokers | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Supplyone 401(k) Plan | Supplyone | $119,507,783 | 1,333 | $93,096 |
| D.G. Yuengling & Son, Inc. 401(k) Savings and Profit-sharing Plan | D.G. Yuengling & Son | $63,352,714 | 389 | $44,572 |
| Delaware Park & Affiliates 401(k) Plan | Delaware Park Management | $42,637,608 | 594 | $63,567 |
| Elliott-lewis Corporation 401(k) Savings Plan | Elliott-lewis | $41,400,297 | 290 | $67,322 |
| Visionary Eye Care Partners 401(k) Plan | Visionary Eye Care Partners | $38,238,030 | 591 | $6,872 |
| Applied Card Systems, Inc. 401(k) Retirement/savings Plan | Applied Card Systems | $19,182,960 | 148 | $30,652 |
| TB Philly, Inc. 401(k) Profit Sharing Plan | TB Philly | $18,702,511 | 155 | $57,288 |
| Columbus Organization 401(k) Plan | Columbus Medical Services | $16,505,081 | 1,001 | $10,479 |
| Capano Management Company 401(k) Plan | Capano Management | $11,591,891 | 206 | $25,733 |
| Mclean Packaging Corporation Profit Sharing Plan | Mclean Packaging | $8,921,920 | 146 | $34,283 |
| Digital Grapes, LLC 401(k) Profit Sharing Plan and Trust | Digital Grapes | $7,384,555 | 286 | $20,141 |
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.