Plans listing this provider
22
0.04% of the 56,420 plans with Schedule H financials; 23 in 2023
Providers › North American Ktrade Alliance, LLC
Plans listing this provider
22
0.04% of the 56,420 plans with Schedule H financials; 23 in 2023
Assets of those plans
$333,322,378
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
22
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$680,510
100% 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 |
|---|---|---|
| 15 | Recordkeeping and information management | 13 |
| 64 | Recordkeeping fees | 12 |
| 10 | Accounting (including auditing) | 4 |
| 11 | Actuarial | 3 |
| 50 | Direct payment from the plan | 3 |
| 59 | Shareholder servicing fees | 3 |
| 37 | Participant loan processing | 2 |
| 19 | Custodial (securities) | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Castle Biosciences, Inc. 401(k) Profit Sharing Planrecordkeeper | Castle Biosciences | $52,947,320 | 785 | $69,860 |
| Pando 401(k) Planrecordkeeper | Pando | $38,271,814 | 1,080 | $93,763 |
| Nodaway Valley Bank 401(k) Profit Sharing Planrecordkeeper | Nodaway Valley Bank | $36,923,128 | 167 | $39,535 |
| Sunflower Medical Group, P.A. Profit Sharing 401(k) Planrecordkeeper | Sunflower Medical Group | $29,825,881 | 182 | $40,726 |
| TM Pay, Inc. 401(k) Planrecordkeeper | TM Pay | $24,666,508 | 372 | $44,190 |
| Mccray Lumber Company Profit Sharing Planrecordkeeper | Mccray Lumber | $22,828,844 | 241 | $23,065 |
| Kruggel, Lawton & Co. Employees' Benefit Planrecordkeeper | Kruggel Lawton | $19,742,969 | 159 | $36,533 |
| Allied Physicians Surgery Center, LLC 401(k) Profit Sharing Planrecordkeeper | Allied Physicians Surgery Center | $12,749,614 | 142 | $30,376 |
| Septagon Construction Company 401(k) Profit Sharing Planrecordkeeper | Septagon Construction | $12,218,503 | 123 | $23,727 |
| The Brungardt Honomichl & Company, P.A. Employees Retirement Planrecordkeeper | Brungardt Honomichl | $11,900,436 | 211 | $28,383 |
| Absolut Retirement Savings Planrecordkeeper | Avante Care Management | $10,320,721 | 698 | $49,874 |
| Mckinnon Bros Inc. 401(k) Profit Sharing Plan and Trustrecordkeeper | Mckinnon Bros | $9,659,874 | 145 | $9,092 |
| Arise Industrial Manufacturing 401(k) Planrecordkeeper | Arise Industrial Manufacturing | $8,941,869 | 140 | $31,779 |
| Bill Howe Plumbing, Inc. 401(k) Profit Sharing Plan & Trustrecordkeeper | Bill Howe Plumbing | $8,559,429 | 236 | $21,297 |
| Family Express Corporation 401(k) Profit Sharing Planrecordkeeper | Family Express | $7,715,456 | 315 | $24,203 |
| A.C. Nelsen Enterprises, Inc. Savings Planrecordkeeper | A.C. Nelsen Enterprises | $6,566,835 | 128 | $19,458 |
| Santmyer Companies, Inc. 401(k) Profit Sharing Planrecordkeeper | Santmyer Companies | $5,803,320 | 93 | $15,417 |
| Franchise Management 401(k) Planrecordkeeper | Franchise Management | $4,753,600 | 839 | $25,379 |
| Thrive Companies 401(k) Planrecordkeeper | Thrive Companies | $4,465,140 | 148 | $12,393 |
| Ywca Metropolitan Chicago 401(k) Planrecordkeeper | Ywca Metropolitan Chicago | $2,372,813 | 228 | $23,247 |
| Sherman Group Retirement Planrecordkeeper | Edgewood Manor of Wellston | $1,642,313 | 448 | $15,612 |
| Destiny Springs Healthcare, LLC 401(k) Retirement Planrecordkeeper | Destiny Springs Healthcare | $445,991 | 121 | $2,601 |
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.