Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › Park Avenue Securities LLC
Park Avenue Securities LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $10,697
Assets of those plans
$176,843,730
0.00% 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
$10,697
14% 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 |
|---|---|---|
| 55 | Other commissions | 7 |
| 27 | Investment advisory (plan) | 3 |
| 99 | Other fees | 3 |
| 49 | Other services | 2 |
| 28 | Investment management | 1 |
| 59 | Shareholder servicing fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Retirement Path Pooled Employer Plan | Plan Professionals | $55,971,423 | 724 | $0 |
| CRS, Inc. 401(k) Profit Sharing Plan | CRS | $36,106,630 | 200 | $0 |
| American Cruise Lines, Inc. 401(k) Profit Sharing Plan | American Cruise Lines | $14,789,869 | 475 | $18,861 |
| S.R. Freeman, Inc. Profit Sharing Plan & Trust | S.R. Freeman | $13,770,449 | 397 | $0 |
| Foundation Title 401(k))plan | Foundation Title | $10,376,315 | 135 | $0 |
| Quality Forklift Sales and Service, Inc. 401(k) Profit Sharing Plan | Quality Forklift Sales and Service | $8,834,440 | 117 | $0 |
| NYC Alliance Group, LLC 401(k) Profit Sharing Plan and Trust | NYC Alliance Group | $8,304,341 | 342 | $0 |
| Community Health Network | Stephen F Austin Community Healt | $6,284,352 | 387 | $12,500 |
| Don E. Bower, Inc. 401(k) Plan | Don E. Bower | $5,425,199 | 114 | $0 |
| CRS Hardware Corporation D.B.A. Montana ACE Hardware Savings & Profit Sharing Plan | CRS Hardware | $5,080,957 | 160 | $0 |
| Opentech Alliance 401(k) Profit Sharing Plan | Opentech Alliance | $4,938,955 | 131 | $-5,294 |
| West Point Optical, LLC Retirement Savings Plan | West Point Optical | $3,718,530 | 340 | $0 |
| City Winery 401(k) PS Plan | City Winery | $3,242,270 | 158 | $0 |
| DR. Praeger's Sensible Foods 401(k) Plan | DR. Praeger's Sensible Foods | $0 | 0 | $-15,370 |
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.