Plans listing this provider
28
0.05% of the 56,420 plans with Schedule H financials; 29 in 2023
Providers › MSCS FS DIV of Broadridge BPO, LLP
Plans listing this provider
28
0.05% of the 56,420 plans with Schedule H financials; 29 in 2023
Assets of those plans
$36,702,583,581
0.47% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$385,500
18% 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 |
|---|---|---|
| 59 | Shareholder servicing fees | 23 |
| 60 | Sub-transfer agency fees | 23 |
| 68 | Soft dollars commissions | 23 |
| 61 | Finders fees / placement fees | 14 |
| 50 | Direct payment from the plan | 5 |
| 25 | Trustee (directed) | 2 |
| 38 | Participant communication | 2 |
| 63 | Distribution (12b-1) fees | 2 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Verizon Savings Plan for Management Employees | Verizon Communications | $29,376,133,902 | 118,299 | $46,399 |
| Verizon Savings Security Plan for Mid-atlantic Associates | Verizon Communications | $3,449,908,718 | 14,951 | $5,364 |
| Bath & Body Works, Inc. 401(k) Savings and Retirement Planrecordkeeper | L Brands Service | $1,218,579,362 | 22,668 | $111,925 |
| Victoria's Secret & Co. 401(k) Savings and Retirement Plan | Victoria's Secret | $894,900,668 | 12,433 | $211,261 |
| Edison Chouest Offshore Retirement Plan | Galliano Marine Service | $380,897,686 | 3,813 | $0 |
| MNS, Ltd. Profit-sharing Plan | MNS | $265,756,369 | 1,775 | $0 |
| Coxhealth 401(k) Plan | Lester E. Cox Medical Centers | $183,014,659 | 367 | $0 |
| Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan | Gregory Poole Equipment | $167,426,003 | 1,763 | $0 |
| Bollinger Shipyards 401(k) Savings Plan | Bollinger Shipyards | $109,051,602 | 1,993 | $0 |
| NKSFB, LLC 401(k) Profit Sharing Plan | NKSFB | $101,744,410 | 839 | $0 |
| GIS, LLC Compensation Deferral Plan | Grand Isle Shipyard | $86,274,634 | 2,667 | $0 |
| Masters Gallery Foods, Inc. Retirement Savings Plan | Masters Gallery Foods | $80,469,355 | 1,224 | $0 |
| Searcy, Denney ET AL. 401(k) Profit Sharing Plan | Searcy Denney Scarola Barnhart & Shipley | $74,158,456 | 201 | $0 |
| Ricondo & Associates 401(k) Plan | Ricondo & Associates | $74,133,504 | 236 | $0 |
| Pacers Basketball, LLC Retirement Savings Plan | Pacers Basketball | $59,543,656 | 1,130 | $0 |
| Boeing Encore Interiors, LLC 401(k) Plan | Boeing Encore Interiors | $35,615,472 | 636 | $0 |
| Royal Business Bank 401(k) Profit Sharing Plan and Trust | Royal Business Bank | $24,959,484 | 418 | $0 |
| Royston, Rayzor, Vickery & Williams Savings Plan for Partners and Staff | Royston Rayzor Vickery & Williams | $21,504,061 | 146 | $0 |
| Ingleside 401(k) Plan | Westminster Ingleside King Farm Presbyterian RTRMT Communities | $19,601,103 | 516 | $0 |
| First US Bancshares, Inc. 401(k) Plan | First US Bancshares | $19,398,130 | 187 | $0 |
| Neighbors in Need of Services Inc. Ninos Retirement Savings Plan | Neighbors in Need of Services Inc. Ninos | $12,102,264 | 528 | $0 |
| International Coatings Co., Inc. 401(k) Plan | International Coatings | $12,059,589 | 119 | $0 |
| Westport Retirement Plan | Westport | $11,008,811 | 215 | $0 |
| Crystal Distribution, Inc. 401(k) Savings Plan | Crystal Distribution | $9,667,887 | 150 | $0 |
| Iqventures Retirement & Savings Plan | Iqventures Holdings | $6,023,438 | 262 | $10,551 |
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.