Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 14 in 2023
Providers › Novak Francella, LLC
Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 14 in 2023
Assets of those plans
$2,947,579,640
0.04% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$336,083
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 |
|---|---|---|
| 10 | Accounting (including auditing) | 13 |
| 50 | Direct payment from the plan | 12 |
| 99 | Other fees | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| IBEW Local Union No. 126 Retirement Plan | Trustees of IBEW Local Union No. 126 Retirement Plan | $1,051,884,736 | 6,762 | $42,558 |
| Plumbers Local Union No. 1 Employee 401(k) Savings Plan | Plumbers Local Union No. 1 Employee 401(k) Savings Plan | $961,283,743 | 4,786 | $30,200 |
| Nhca and Affiliates Retirement and Savings Plan | Board of Trustees of the Nhca and Affiliates RET and Savings Plan | $227,740,622 | 4,662 | $0 |
| Sheet Metal Workers Local 100 401(k) Plan | Sheet Metal Workers Local 100 401(k) Plan | $161,196,936 | 3,401 | $17,298 |
| Teamsters Local 830 Retirement Savings Plan | Board of Trustees Teamsters Local 830 Retirement Savings Plan | $106,436,174 | 4,089 | $23,968 |
| Iue-cwa 401(k) Retirement Savings and Security Plan | Trustees of the Iue-cwa Afl-cio Pension Fund | $82,877,593 | 4,273 | $28,000 |
| Iron Workers' Locals No. 15 & 424 Annuity Plan | Board of Trustees Iron Workers' Locals No. 15 & 424 | $79,646,036 | 1,116 | $27,527 |
| Profit Sharing & 401(k) Retirement Plan Local 567 | Board Directors of Profit Sharing & 401(k) Retirement Plan Local 567 | $72,509,072 | 538 | $19,821 |
| Local 8A-28A 401(k) Retirement Fund | Board of Trustees Local 8A-28A 401(k) | $62,201,496 | 1,015 | $32,350 |
| Hospitality Industry 401(k) Plan | Board of Trustees Hospitality Industry 401(k) Plan | $54,099,054 | 5,901 | $12,477 |
| United Steelworkers Local 286 Severance/401(k) Plan | United Steelworkers Local 286 Severance/ 401(k) Plan | $42,082,129 | 3,015 | $44,623 |
| Local 812 Annuity Fund | Board of Trustees Local 812 Annuity Fund | $34,329,855 | 2,630 | $30,300 |
| Division a Annuity Fund | Board of Trustees of Division a Annuity Fund | $11,292,194 | 1,145 | $26,961 |
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.