Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › Kathmere Capital Management
Kathmere Capital Management
- Service provider, as named on Schedule C
- EIN 811449683
- Plan year 2024
- Direct compensation reported $996,465
Assets of those plans
$611,972,016
0.01% 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
$996,465
94% 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) | 14 |
| 50 | Direct payment from the plan | 10 |
| 26 | Investment advisory (participants) | 2 |
| 16 | Consulting (general) | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
| 52 | Investment management fees paid indirectly by plan | 1 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Club Retirement Plan | Club Management Association of America | $262,727,712 | 5,168 | $470,065 |
| Omni Cable LLC Retirement Savings Plan | Omni Cable | $104,908,695 | 1,054 | $129,663 |
| Tioga Retirement Savings Plan | Tioga Pipe | $34,461,561 | 180 | $57,879 |
| Atalaya Capital Management 401(k) Plan | Atalaya Capital Management | $30,760,043 | 162 | $15,976 |
| Verisys Corporation 401(k) Plan | Verisys | $25,970,402 | 579 | $48,481 |
| HSC Builders 401(k) Profit Sharing Plan | Health Sciences Construction Group | $23,318,362 | 164 | $31,832 |
| Arora Engineers, LLC 401(k) Plan | Arora Engineers | $22,350,530 | 259 | $48,810 |
| Columbus Organization 401(k) Plan | Columbus Medical Services | $16,505,081 | 1,001 | $32,222 |
| Rheumatic Disease Associates, Ltd. 401(k) Profit Sharing Plan | Rheumatic Disease Associates | $16,161,305 | 164 | $19,414 |
| J. F. Sobieski Mechanical Contractors, Inc. 401(k) & Davis Bacon Plan | J. F. Sobieski Mechanical Contractors | $15,447,702 | 411 | $0 |
| Compas, Inc. 401(k) Profit Sharing Plan | Compas | $15,444,323 | 221 | $32,108 |
| Office Basics, Inc. 401(k) Plan | Office Basics | $13,930,165 | 142 | $25,452 |
| Delaware Motor Group 401(k) Retirement Savings Plan | Delaware Motor Sales | $12,173,410 | 135 | $32,473 |
| PDC 401(k) Plan | PDC Machines | $7,190,559 | 143 | $18,282 |
| Joseph's Gourmet Pasta Company 401(k) Plan | Joseph's Gourmet Pasta | $6,597,709 | 173 | $20,831 |
| Stratus Aviation LLC 401(k) Plan | Stratus Aviation | $4,024,457 | 109 | $12,977 |
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.