Plans listing this provider
65
0.12% of the 56,420 plans with Schedule H financials; 3 in 2023
Providers › Nationwide
Nationwide
- Service provider, as named on Schedule C
- EIN 314177100
- Plan year 2024
- Direct compensation reported $483,582
Assets of those plans
$996,002,686
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
42
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$483,582
87% 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 | 33 |
| 64 | Recordkeeping fees | 21 |
| 59 | Shareholder servicing fees | 17 |
| 28 | Investment management | 16 |
| 26 | Investment advisory (participants) | 14 |
| 37 | Participant loan processing | 11 |
| 38 | Participant communication | 7 |
| 50 | Direct payment from the plan | 6 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Daisy Brand Retirement Planrecordkeeper | Daisy Brand | $155,171,568 | 946 | $2,106 |
| Anderson Center for Autism Retirement Plan | Anderson Center for Autism | $58,907,259 | 1,037 | $354 |
| Metrea LLC 401(k) Plan | Metrea Management | $56,667,961 | 1,045 | $0 |
| Bison Transport (USA), Inc. Employees' 401(k) Plan | Bison Transport (USA) | $41,254,633 | 640 | $750 |
| SDM Retirement Planrecordkeeper | Fiduciary Wise | $40,753,400 | 969 | $36,629 |
| Cokinos & Young, a Professional Corporation 401(k) Profit Sharing Plan | Cokinos & Young a Professional | $35,353,777 | 233 | $0 |
| South Plains Implement, Ltd 401(k) Planrecordkeeper | South Plains Implement | $34,353,577 | 341 | $256 |
| Smith & Loveless, Inc. Profit Sharing Plan and Trustrecordkeeper | Smith & Loveless | $29,965,871 | 238 | $9,199 |
| Chesapeake Employers' Insurance Company 401(k) Plan | Chesapeake Employers' Insurance | $25,387,138 | 403 | $21,513 |
| Unicorp Systems, Inc. 401(k) Planrecordkeeper | Unicorp Systems | $23,040,752 | 123 | $4,530 |
| HCI Systems, Inc. 401(k) Profit Sharing Planrecordkeeper | HCI Systems | $22,199,107 | 802 | $45,053 |
| Solu Technology Partners 401(k) Planrecordkeeper | CLF Ontario Inc. D/B/A Solu Technology Partners | $21,208,532 | 213 | $82 |
| Pako, Inc. Employees' 401(k) Plan and Trust | Pako | $17,832,760 | 221 | $0 |
| Farmers State Bank Employees' 401(k) Planrecordkeeper | Farmers State Bank | $17,667,208 | 163 | $1,557 |
| Brilliant Corners Retirement Plan | Brillant Corners | $17,115,679 | 614 | not reported |
| Industrial Hard Chrome, Ltd. 401(k) Retirement Plan and Trust | Industrial Hard Chrome | $16,154,705 | 152 | $100 |
| Quotelab, LLC DBA Mediaalpha 401(k) Savings Plan | Quotelab LLC DBA Mediaalpha | $15,504,899 | 164 | $26,344 |
| Urban Manufacturing Co., Inc. 401(k) Profit Sharing Planrecordkeeper | Urban Manufacturing | $15,369,894 | 191 | $11,729 |
| Cyberthink, Inc. 401(k) Profit Sharing Plan | Cyberthink | $15,033,258 | 273 | $4,105 |
| Johnson Engineering, LLC Employee 401(k) Profit Sharing Plan | Johnson Engineering | $14,877,720 | 188 | $1,356 |
| Martin Dealerships, Inc. 401(k) Savings Planrecordkeeper | Scott Imports | $14,871,651 | 182 | $89 |
| Bett-a-way Traffic Systems, Inc. 401(k) Plan | Bett-a-way Traffic Systems | $14,740,185 | 258 | $0 |
| Ekornes 401(k) Planrecordkeeper | Ekornes | $14,453,454 | 178 | $0 |
| United Security Bank Cash OR Deferred Stock Ownership Planrecordkeeper | United Security Bancshares | $14,185,435 | 161 | $2,608 |
| Emagin Corporation 401(k) Plan | Emagin | $14,128,882 | 147 | $1,346 |
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.