Plans listing this provider
194
0.34% of the 56,420 plans with Schedule H financials; 232 in 2023
Providers › Nationwide
Nationwide
- Service provider, as named on Schedule C
- EIN 314156830
- Plan year 2024
- Direct compensation reported $3,844,411
Assets of those plans
$3,111,927,729
0.04% of all Schedule H plan assets
Plans where it is the recordkeeper
145
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$61.54
across 138 plans that pay it 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 | 116 |
| 64 | Recordkeeping fees | 80 |
| 37 | Participant loan processing | 49 |
| 59 | Shareholder servicing fees | 43 |
| 28 | Investment management | 36 |
| 99 | Other fees | 35 |
| 19 | Custodial (securities) | 30 |
| 49 | Other services | 26 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Distributors, Inc. Employee Savings Planrecordkeeper | United Distributors | $125,420,699 | 1,277 | $144,642 |
| Sharecare, Inc. 401(k) Planrecordkeeper | Sharecare | $90,818,200 | 1,667 | $45,298 |
| MMC 401(k) Savings and Retirement Planrecordkeeper | Medical Management Consultants | $87,018,780 | 1,146 | $60,553 |
| A. Raymond Corporate NA, Inc. 401(k) Planrecordkeeper | A. Raymond Corporate | $82,825,029 | 686 | $171,701 |
| The Penta Building Group, LLC 401(k) Planrecordkeeper | Penta Building Group | $80,735,604 | 567 | $4,467 |
| National Development Associates of New England & Affiliates 401(k) Profit Sharing Plan & Trustrecordkeeper | National Development Associates of New England | $72,637,624 | 361 | $7,093 |
| Gulf Coast Bank and Trust Company Savings Incentive Planrecordkeeper | Gulf Coast Bank & Trust | $71,002,609 | 1,054 | $89,133 |
| Aesculapian Management Company, LLC 401(k) Planrecordkeeper | Aesculapian Management | $69,049,978 | 945 | $99,694 |
| University Otolaryngologists, Inc. 401(k) Plan | University Otolaryngologists | $65,367,842 | 330 | $50,585 |
| Triangle Chemical Profit Sharing 401(k) Plan | Triangle Chemical | $56,418,644 | 313 | $0 |
| Gentry Locke Rakes & Moore, LLP Cash OR Deferred Profit Sharing Planrecordkeeper | Gentry Locke Rakes & Moore | $47,938,258 | 203 | $15,790 |
| American Academy of Neurology 401(k) Planrecordkeeper | American Academy of Neurology | $46,322,488 | 297 | $32,809 |
| National Retail Systems, Inc. 401(k) Planrecordkeeper | National Retail Systems | $40,518,334 | 577 | $68,929 |
| Webber Metal Products, Inc. 401(k) Profit Sharing Trustrecordkeeper | Webber Metal Products | $36,076,843 | 169 | $2,363 |
| China Merchants Bank 401(k) Planrecordkeeper | China Merchants Bank | $35,951,688 | 176 | $46,120 |
| California Farm Bureau Member Employer Retirement Plan (MEP)recordkeeper | California Farm Bureau Federation | $33,849,357 | 431 | $37,708 |
| NWL, Inc. 401(k) Retirement Planrecordkeeper | NWL | $32,866,978 | 431 | $2,214 |
| Country-wide Insurance Co. 401(k) Plan | Country-wide Insurance | $31,933,643 | 292 | $3,055 |
| Debartolo Holdings Retirement Planrecordkeeper | Debartolo Holdings | $31,701,441 | 145 | $66,832 |
| Superior Inc & Affiliates 401(k) Planrecordkeeper | Superior | $31,114,089 | 512 | $70,822 |
| Butler National Corporation 401(k) Profit Sharing Planrecordkeeper | Butler National | $30,827,498 | 206 | $412 |
| The Windermere 401(k) Planrecordkeeper | Windermere Real Estate Services | $27,928,182 | 359 | $48,769 |
| Darnall, Sikes & Frederick 401(k) Profit Sharing Planrecordkeeper | Darnall Sikes & Frederick | $27,111,099 | 136 | $78,688 |
| Weststar Bank 401(k) Plan | Weststar Bank | $26,501,232 | 386 | $39,791 |
| Elm Staffing, Inc. 401(k) Planrecordkeeper | Employee Liability Management | $26,130,750 | 707 | $2,332 |
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.