Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 14 in 2023
Providers › Newsquare Capital, LLC
Newsquare Capital, LLC
- Service provider, as named on Schedule C
- EIN 271238163
- Plan year 2024
- Direct compensation reported $261,694
Assets of those plans
$246,131,980
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$261,694
73% 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 |
|---|---|---|
| 27 | Investment advisory (plan) | 9 |
| 28 | Investment management | 5 |
| 99 | Other fees | 5 |
| 50 | Direct payment from the plan | 4 |
| 15 | Recordkeeping and information management | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 49 | Other services | 1 |
| 64 | Recordkeeping fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Preco Inc Profit Sharing/401(k) Savings Plan | Preco | $36,475,764 | 260 | $0 |
| Wittenbach Business Systems, LLC 401(k) Retirement Plan | Wittenbach Business Systems | $28,092,697 | 398 | $0 |
| LLR Management, LP 401(k) Retirement Plan | LLR Management | $23,063,277 | 148 | $30,113 |
| Paragon Energy Solutions LLC 401(k) Planrecordkeeper | Paragon Energy Solutions | $22,005,179 | 276 | $44,654 |
| 401(k) Simplified | Advisortrust | $18,940,844 | 552 | $18,771 |
| Celero Commerce 401(k) Plan | Celero Commerce | $17,749,806 | 344 | $18,375 |
| Tydenbrooks 401(k) Plan | Tydenbrooks | $17,541,023 | 429 | $35,341 |
| Daysmart Software, LLC 401(k) Profit Sharing Plan and Trust | Daysmart Software | $16,567,294 | 384 | $28,576 |
| Aqua-chem, Inc. Retirement & Savings Plan | Aqua-chem | $16,007,783 | 311 | $17,440 |
| Woodland Foods 401(k) Plan | Woodland Foods | $14,570,333 | 333 | $0 |
| Walpole Outdoors LLC Retirement Savings Plan | Walpole Outdoors | $9,473,351 | 232 | $15,088 |
| Reed City Group, LLC 401(k) Plan | Reed City Group | $7,300,884 | 161 | $22,247 |
| Azalea Health 401(k) Plan | Azalea Health Innovations | $7,299,568 | 192 | $0 |
| W-S Industrial Services, Inc. 401(k) Profit Sharing Plan | W-S Industrial Services | $7,016,514 | 122 | $21,995 |
| Affinity Hospice Holdings, LLC 401(k) Plan | Affinity Hospice Holdings | $4,027,663 | 243 | $9,094 |
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.