Plans listing this provider
39
0.07% of the 56,420 plans with Schedule H financials; 57 in 2023
Providers › Nationwide
Nationwide
- Service provider, as named on Schedule C
- EIN 311592130
- Plan year 2024
- Direct compensation reported $973,184
Assets of those plans
$630,986,090
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
31
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$973,184
93% 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 |
|---|---|---|
| 15 | Recordkeeping and information management | 22 |
| 64 | Recordkeeping fees | 19 |
| 37 | Participant loan processing | 10 |
| 19 | Custodial (securities) | 9 |
| 50 | Direct payment from the plan | 8 |
| 52 | Investment management fees paid indirectly by plan | 6 |
| 63 | Distribution (12b-1) fees | 4 |
| 13 | Contract administrator | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Brigade Capital Management, LP Incentive Savings Trustrecordkeeper | Brigade Capital Management | $61,753,938 | 170 | $44,599 |
| Jasco Products Company LLC 401(k) Profit Sharing Planrecordkeeper | Jasco Products | $48,994,319 | 437 | $47,435 |
| Paul Miller & Its Affiliates 401(k) Planrecordkeeper | Paul Miller | $44,490,220 | 922 | $75,458 |
| Sea Island 401(k) Savings Planrecordkeeper | Sea Island | $43,827,551 | 1,154 | $57,237 |
| Jackson Rancheria Band of Miwuk Indians 401(k) Planrecordkeeper | Jackson Rancheria Band of Miwuk Indians | $40,648,358 | 932 | $969 |
| Homestead Funding Corp. 401(k) Planrecordkeeper | Homestead Funding | $40,102,380 | 264 | $47,303 |
| Rite of Passage, Inc. 401(k) Planrecordkeeper | Rite of Passage | $34,297,086 | 721 | $80,284 |
| Gallagher Flynn & Co., LLP 401(k) Profit Sharing Plan and Trust | Gallagher Flynn | $20,810,211 | 113 | $1,658 |
| Boyer 401(k) Retirement Planrecordkeeper | Boyer Company L.C. | $20,591,650 | 163 | $37,158 |
| Agendia, Inc. 401(k) Profit Sharing Planrecordkeeper | Agendia | $18,255,904 | 213 | not reported |
| Equitas Health 401(k) Plan and Profit Sharing Planrecordkeeper | Equitas Health | $17,865,581 | 832 | $55,405 |
| Farmers State Bank Employees' 401(k) Planrecordkeeper | Farmers State Bank | $17,667,208 | 163 | $13,892 |
| Northern Human Services 403(b) Plan | Northern Human Services | $15,668,125 | 586 | $47,961 |
| Discovery Schools 401(k) Planrecordkeeper | Discovery Health Sciences Foundation | $13,256,330 | 609 | $40,087 |
| Innosource, Inc. 401(k) Planrecordkeeper | Innosource | $13,185,757 | 247 | $1,214 |
| Scott Cars, Inc. 401(k) Profit Sharing Planrecordkeeper | Scott Cars | $12,664,632 | 131 | $27,705 |
| Mccarl's Retirement Savings Planrecordkeeper | Mccarl's | $12,489,933 | 197 | $30,012 |
| Total Benefit Management, Inc. Retirement Savings Planrecordkeeper | Total Benefit Management | $11,977,982 | 109 | $37,514 |
| Ruscilli Construction Co. LLC 401(k) Profit Sharing Plan | Ruscilli Construction | $10,873,536 | 188 | $4,091 |
| Ideal Option PLLC 401(k) Planrecordkeeper | Ideal Option | $10,702,440 | 365 | $30,348 |
| Preston Industries, Inc. 401(k) Plan | Preston Industries | $10,437,437 | 149 | $2,256 |
| Diacom 401(k) Savings Planrecordkeeper | Diacom | $10,250,480 | 143 | $14,998 |
| Toyota of Vancouver 401(k) Profit Sharing Planrecordkeeper | Mccord's Vancouver Auto Center | $9,524,854 | 205 | $21,283 |
| GDM Seeds, Inc. Employee Savings Trustrecordkeeper | GDM Seeds | $9,391,099 | 207 | $25,470 |
| Beast Code 401(k) Plan & Trustrecordkeeper | Beast Code | $9,115,049 | 229 | $12,075 |
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.