Plans listing this provider
62
0.11% of the 56,420 plans with Schedule H financials; 55 in 2023
Providers › Newfront Retirement Services Inc
Plans listing this provider
62
0.11% of the 56,420 plans with Schedule H financials; 55 in 2023
Assets of those plans
$8,615,229,567
0.11% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$2,317,449
92% 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 |
|---|---|---|
| 27 | Investment advisory (plan) | 50 |
| 16 | Consulting (general) | 10 |
| 99 | Other fees | 7 |
| 15 | Recordkeeping and information management | 3 |
| 21 | Trustee (bank, trust company or similar) | 3 |
| 49 | Other services | 3 |
| 50 | Direct payment from the plan | 3 |
| 64 | Recordkeeping fees | 3 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Workday, Inc. 401(k) Plan | Workday | $2,611,703,069 | 14,983 | $131,250 |
| Petsmart, Inc. Savesmart 401(k) Plan | Petsmart | $667,249,092 | 15,099 | $82,000 |
| X Corp. 401(k) Plan | $574,256,851 | 5,440 | $127,500 | |
| Spotify USA Inc. 401(k) Profit Sharing Plan and Trust | Spotify USA | $565,838,485 | 5,120 | $79,612 |
| Here North America, LLC Retirement Savings and Investment Plan | Here North America | $466,248,781 | 1,642 | $85,000 |
| Shutterfly, LLC 401(k) Plan | Shutterfly | $380,196,957 | 5,738 | $74,915 |
| Lyft 401(k) Plan | Lyft | $375,314,216 | 4,863 | $16,250 |
| Rakuten USA 401(k) Plan | Rakuten USA | $310,502,588 | 2,811 | $100,000 |
| Cloudflare 401(k) Plan | Cloudflare | $177,776,570 | 2,822 | $65,250 |
| Infoblox 401(k) Retirement Plan | Infoblox | $170,487,585 | 1,016 | $45,000 |
| Specialized Bicycle Components, Inc. Profit Sharing Plan | Specialized Bicycle Components | $152,321,054 | 1,178 | $24,517 |
| Clearway Energy Group LLC Employee Savings Plan | Clearway Energy Group | $151,183,844 | 1,159 | $59,583 |
| Paradigm 401(k) Savings Plan | Paradigm Acquisition | $139,232,776 | 1,422 | $72,193 |
| Achieve 401(k) Plan | Pantheon Freedom | $133,639,124 | 2,822 | $27,083 |
| Vista Family of Companies 401(k) Multiple Employer Plan and Profit-sharing Plan | Xojet Aviation | $133,182,056 | 2,325 | $74,946 |
| Pattern Energy Group 401(k) Plan | Pattern Energy Group Services | $130,780,069 | 999 | $61,224 |
| Upwork Retirement Savings Plan | Upwork | $121,792,074 | 1,271 | $40,108 |
| Isolved 401(k) Plan | Isolved | $108,615,465 | 2,430 | $29,533 |
| Braze, Inc. 401(k) Plan | Braze | $104,230,453 | 1,309 | $70,598 |
| Twist Bioscience Corporation 401(k) Plan | Twist Bioscience | $98,394,457 | 1,285 | $66,687 |
| PFU America, Inc. 401(k) Plan | PFU America | $78,255,261 | 325 | $37,497 |
| Provident Credit Union Retirement Plan | Provident Credit Union | $67,157,084 | 444 | $23,915 |
| TSMC Arizona Corporation 401(k) Plan | TSMC Arizona | $61,984,914 | 2,036 | $5,647 |
| Accela, Inc. 401(k) & Profit Sharing Plan | Accela | $61,587,808 | 497 | $30,000 |
| Meltwater News US Inc. 401(k) Plan | Meltwater News US | $60,995,140 | 858 | $55,520 |
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.