Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › N.A. Falcone & Associates, Inc.
N.A. Falcone & Associates, Inc.
- Service provider, as named on Schedule C
- EIN 232773128
- Plan year 2024
- Direct compensation reported $413,068
Assets of those plans
$591,441,869
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
$413,068
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 |
|---|---|---|
| 13 | Contract administrator | 8 |
| 99 | Other fees | 6 |
| 49 | Other services | 5 |
| 50 | Direct payment from the plan | 5 |
| 16 | Consulting (general) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Clark Associates Multiple Employer 401(k) Plan | Clark Core Services | $258,153,865 | 7,966 | $262,225 |
| The 401(k) Plan of PE Gastro Management, LLC | PE Gastro Management | $136,564,595 | 861 | $35,342 |
| Veterinary Practice Partners, LLC 401(k) Plan | Veterinary Practice Partners | $69,642,195 | 3,348 | $19,110 |
| Corestates, Inc. Retirement Savings Plan | Corestates | $37,374,426 | 540 | $12,635 |
| Palm Beach Orthopaedic Institute, P.A. 401(k) Plan | Palm Beach Orthopaedic Institute | $22,965,484 | 88 | $5,681 |
| Reedman-toll 401(k) Plan | Reedman-toll | $20,183,105 | 518 | $38,590 |
| Centri Business Consulting, LLC 401(k) Profit Sharing Plan | Centri Business Consulting | $13,940,875 | 230 | $2,290 |
| Onesource Retirement Savings Plan | Onesource Leasing Solutions | $13,710,352 | 262 | $5,570 |
| Biospectra 401(k) Plan | Biospectra | $11,315,439 | 194 | $21,915 |
| Ruge's Auto Group 401(k) Profit Sharing Plan | Ruge's Auto Group | $7,591,533 | 115 | $9,710 |
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.