Plans listing this provider
30
0.05% of the 56,420 plans with Schedule H financials; 29 in 2023
Providers › Morgan Lewis & Bockius LLP
Plans listing this provider
30
0.05% of the 56,420 plans with Schedule H financials; 29 in 2023
Assets of those plans
$85,569,630,905
1.10% 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
$2,495,922
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.
| Service code | Meaning | Plans |
|---|---|---|
| 29 | Legal | 29 |
| 50 | Direct payment from the plan | 12 |
| 16 | Consulting (general) | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Citi Retirement Savings Plan | Citigroup | $23,241,033,081 | 117,203 | $13,347 |
| U.S. Bank 401(k) Savings Plan | U.S. Bancorp | $11,442,089,862 | 87,776 | $168,376 |
| UBS 401(k) Plan Trust | UBS AG at Eleven Madison Avenue | $10,206,773,684 | 33,268 | $33,824 |
| Thomson Reuters 401(k) Savings Plan | Thomson Reuters Holdings | $4,474,204,145 | 19,924 | $106,397 |
| Xerox Corporation Savings Plan | Xerox | $3,976,943,000 | 18,748 | $12,325 |
| Jones Lang Lasalle Savings and Retirement Plan | Jones Lang Lasalle Americas | $3,873,802,398 | 35,559 | $20,738 |
| Kraft Heinz Savings Plan | Kraft Heinz Foods | $3,645,381,031 | 23,766 | $8,452 |
| Colgate-palmolive Company Employees Savings & Investment Plan | Colgate-palmolive | $3,268,138,059 | 8,835 | $358,014 |
| TE Connectivity Retirement Savings and Investment Plan | AMP | $3,087,528,021 | 15,021 | $281,136 |
| Cognizant Technology Solutions 401(k) Savings Plan | Cognizant Technology Solutions | $3,043,677,413 | 45,233 | $362,490 |
| Pipe Fitters Association L.U. 597, U.A. 401(k) PLA | Trustees of Pipe Fitters Association Local 597 | $2,490,881,596 | 10,101 | $7,694 |
| Broadridge Financial Solutions, Inc. Retirement Savings Plan | Broadridge Financial Solutions | $1,915,273,643 | 8,690 | $17,526 |
| Northwell Health 401(k) Plan | Developing Innovators Private Credit Fund | $1,850,622,321 | 43,550 | $5,395 |
| Wabtec Savings Plan | Westinghouse Air Brake Technologies | $1,581,584,786 | 14,149 | $110,761 |
| Teamsters-national 401(k) Savings Plan | Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust | $1,476,214,910 | 29,823 | $381,000 |
| Major League Baseball Players Investment Plan | Pension Committee of MLB Players Benefit Plan | $1,156,766,910 | 4,429 | $117,417 |
| Guardian Retirement Investment Plan | Guardian Life Insurance Company of America | $1,099,774,131 | 6,340 | $9,622 |
| American Greetings Retirement Savings Plan | American Greetings | $1,076,917,522 | 4,726 | $30,694 |
| Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan | Rio Tinto America | $686,992,924 | 3,120 | $63,675 |
| Day & Zimmermann Retirement Plan | Day & Zimmermann Group | $487,310,965 | 3,636 | $29,859 |
| Meba 401(k) Plan | Board of Trustees Meba 401(k) Plan | $330,927,767 | 1,932 | $53,369 |
| Kraft Heinz Union Savings Plan | Kraft Heinz Foods | $311,018,608 | 5,193 | $11,026 |
| Atkore International Retirement Savings and Investment Plan | Atkore International | $260,681,970 | 6,519 | $50,976 |
| Convatec Inc. Savings and Investment Plan | Convatec | $239,428,337 | 2,296 | $44,098 |
| Kennecott Utah Copper 401(k) Savings and Retirement Contribution Plan for Represented Employees | Kennecott Utah Copper | $130,460,901 | 1,615 | $2,117 |
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.