401k Record

Providers › North American Ktrade Alliance, LLC

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.

Services reported

Service codeMeaningPlans
15Recordkeeping and information management13
64Recordkeeping fees12
10Accounting (including auditing)4
11Actuarial3
50Direct payment from the plan3
59Shareholder servicing fees3
37Participant loan processing2
19Custodial (securities)1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Castle Biosciences, Inc. 401(k) Profit Sharing PlanrecordkeeperCastle Biosciences $52,947,320785$69,860
Pando 401(k) PlanrecordkeeperPando $38,271,8141,080$93,763
Nodaway Valley Bank 401(k) Profit Sharing PlanrecordkeeperNodaway Valley Bank $36,923,128167$39,535
Sunflower Medical Group, P.A. Profit Sharing 401(k) PlanrecordkeeperSunflower Medical Group $29,825,881182$40,726
TM Pay, Inc. 401(k) PlanrecordkeeperTM Pay $24,666,508372$44,190
Mccray Lumber Company Profit Sharing PlanrecordkeeperMccray Lumber $22,828,844241$23,065
Kruggel, Lawton & Co. Employees' Benefit PlanrecordkeeperKruggel Lawton $19,742,969159$36,533
Allied Physicians Surgery Center, LLC 401(k) Profit Sharing PlanrecordkeeperAllied Physicians Surgery Center $12,749,614142$30,376
Septagon Construction Company 401(k) Profit Sharing PlanrecordkeeperSeptagon Construction $12,218,503123$23,727
The Brungardt Honomichl & Company, P.A. Employees Retirement PlanrecordkeeperBrungardt Honomichl $11,900,436211$28,383
Absolut Retirement Savings PlanrecordkeeperAvante Care Management $10,320,721698$49,874
Mckinnon Bros Inc. 401(k) Profit Sharing Plan and TrustrecordkeeperMckinnon Bros $9,659,874145$9,092
Arise Industrial Manufacturing 401(k) PlanrecordkeeperArise Industrial Manufacturing $8,941,869140$31,779
Bill Howe Plumbing, Inc. 401(k) Profit Sharing Plan & TrustrecordkeeperBill Howe Plumbing $8,559,429236$21,297
Family Express Corporation 401(k) Profit Sharing PlanrecordkeeperFamily Express $7,715,456315$24,203
A.C. Nelsen Enterprises, Inc. Savings PlanrecordkeeperA.C. Nelsen Enterprises $6,566,835128$19,458
Santmyer Companies, Inc. 401(k) Profit Sharing PlanrecordkeeperSantmyer Companies $5,803,32093$15,417
Franchise Management 401(k) PlanrecordkeeperFranchise Management $4,753,600839$25,379
Thrive Companies 401(k) PlanrecordkeeperThrive Companies $4,465,140148$12,393
Ywca Metropolitan Chicago 401(k) PlanrecordkeeperYwca Metropolitan Chicago $2,372,813228$23,247
Sherman Group Retirement PlanrecordkeeperEdgewood Manor of Wellston $1,642,313448$15,612
Destiny Springs Healthcare, LLC 401(k) Retirement PlanrecordkeeperDestiny Springs Healthcare $445,991121$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.