Plans listing this provider
17
0.03% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Old National Wealth Management
Old National Wealth Management
- Service provider, as named on Schedule C
- EIN 351729164
- Plan year 2024
- Direct compensation reported $873,752
Assets of those plans
$479,763,218
0.01% 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
$873,752
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 code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 14 |
| 21 | Trustee (bank, trust company or similar) | 3 |
| 50 | Direct payment from the plan | 2 |
| 14 | Plan administrator | 1 |
| 28 | Investment management | 1 |
| 37 | Participant loan processing | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
| 15 | Recordkeeping and information management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Best Home Furnishings 401(k) Savings Plan | Best Chairs | $76,947,091 | 886 | $40,000 |
| Jasper Seating, Inc. Employees Retirement Savings Plan | Jasper Seating | $51,625,134 | 977 | $35,000 |
| Steinhafels Inc. Profit Sharing 401(k) Plan | Steinhafels | $51,605,996 | 799 | $24,585 |
| Stupp Bros., Inc. 401(k) and Employee Thrift Plan | Stupp Bros. | $46,052,953 | 481 | $43,903 |
| Old National Bank Pooled Employer Plan | Old National Bank | $40,245,112 | 611 | $323,087 |
| O'hagan Meyer LLC 401(k) Retirement Plan | O'hagan Meyer | $34,151,667 | 512 | $116,463 |
| Project Associates, Inc. Retirement Savings Plan | Project Associates | $30,903,526 | 113 | $53,686 |
| D-patrick, Inc. 401(k) Profit Sharing Plan | D-patrick | $23,818,856 | 239 | $42,973 |
| Expressway Dodge, Inc. 401(k) Plan | Expressway Dodge | $22,595,620 | 228 | $23,500 |
| Anchor Industries, Inc. 401(k) Plan | Anchor Industries | $18,773,348 | 403 | $15,000 |
| Terryberry Company 401(k) Plan | Terryberry | $17,680,405 | 270 | $33,355 |
| Templeton & Companies Profit Sharing & 401(k) Plan | Templeton Coal | $17,425,417 | 197 | $20,000 |
| Lensing Wholesale, Inc. 401(k) Profit Sharing Plan and Trust | Lensing Wholesale | $13,077,769 | 148 | $25,256 |
| Electronics Research, Inc. Profit Sharing Plan | Electronics Research | $10,961,580 | 100 | $27,888 |
| Ireland Home-based Services, LLC 401(k) Plan | Ireland Home-based Services | $9,134,033 | 255 | $27,925 |
| Hausner Hard Chrome 401(k) Profit Sharing Plan | Hausner Hard Chrome | $7,771,295 | 145 | $11,282 |
| Hutsonwood, Inc. 401(k) Planrecordkeeper | Hutsonwood | $6,993,416 | 247 | $9,849 |
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.