Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › Mountain Capital Investment AD
Mountain Capital Investment AD
- Service provider, as named on Schedule C
- EIN 274826969
- Plan year 2024
- Direct compensation reported $2,907,946
Assets of those plans
$57,748,218,318
0.74% 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
$2,907,946
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 |
|---|---|---|
| 26 | Investment advisory (participants) | 11 |
| 50 | Direct payment from the plan | 10 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $757,849 |
| Delta 401(k) Retirement Plan for Pilots | Delta Air Lines | $15,928,334,925 | 17,527 | $47,502 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines | $11,622,763,375 | 12,980 | $301,994 |
| Jetblue Airways Retirement Plan | Jetblue Airways | $5,447,050,378 | 26,861 | $20,175 |
| Netjets Aviation, Inc. 401(k) Retirement Plan | Netjets Aviation | $2,464,050,640 | 4,511 | $8,778 |
| Skywest, Inc. Employees' Retirement Plan | Skywest | $1,420,052,359 | 12,750 | $12,503 |
| Spirit Airlines, Inc. Pilots' Retirement Savings Plan | Spirit Airlines | $1,181,558,760 | 3,511 | $7,966 |
| Colorado Permanente Medical Group, P.C. 401(k) Plan | Colorado Permanente Medical Group | $1,004,292,515 | 1,592 | $10,385 |
| Frontier Airlines, Inc. 401(k) Retirement Plan | Frontier Airlines | $961,923,844 | 6,133 | $1,725,940 |
| Republic Airways Holdings Inc. 401(k) Plan | Republic Airways Holdings | $577,572,013 | 6,911 | $8,339 |
| Farallon Capital Management Profit Sharing and 401(k) Savings Plan | Farallon Capital Management | $304,655,057 | 357 | $6,515 |
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.