Plans listing this provider
20
0.04% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › The Patriot Financial Group
The Patriot Financial Group
- Service provider, as named on Schedule C
- EIN 900138117
- Plan year 2024
- Direct compensation reported $420,597
Assets of those plans
$5,798,561,740
0.07% of all Schedule H plan assets
Plans where it is the recordkeeper
5
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$420,597
85% 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) | 10 |
| 50 | Direct payment from the plan | 9 |
| 99 | Other fees | 8 |
| 15 | Recordkeeping and information management | 5 |
| 21 | Trustee (bank, trust company or similar) | 4 |
| 49 | Other services | 4 |
| 64 | Recordkeeping fees | 4 |
| 26 | Investment advisory (participants) | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Jetblue Airways Retirement Plan | Jetblue Airways | $5,447,050,378 | 26,861 | $5,328 |
| Auto-wares Group 401(k) Savings Plan | AWI Holdings | $61,841,399 | 1,811 | $0 |
| Race Winning Brands, Inc. Employees' 401(k) Plan | Race Winning Brands | $42,885,520 | 976 | $70,145 |
| Avita 401(k) Profit Sharing Plan | Avita Drugs | $41,630,202 | 661 | $45,671 |
| Purple Communications, Inc. 401(k) Planrecordkeeper | Purple Communications | $34,302,577 | 969 | $43,419 |
| Avna Inc. Profit Sharing/401(k) Retirement Plan | Avna | $24,502,670 | 364 | $25,075 |
| Bestop, Inc. 401(k) Retirement Plan | Bestop | $19,217,745 | 282 | $0 |
| Csdvrs, LLC 401(k) Planrecordkeeper | Csdvrs | $18,305,650 | 361 | $22,539 |
| Mersino Dewatering, LLC 401(k) Plan | Mersino Dewatering | $16,582,640 | 548 | $28,832 |
| Marrakech, Inc 401(k) and Profit Sharing Plan | Marrakech | $12,787,972 | 711 | $23,720 |
| Ironclad Environmental Solutions 401(k) Planrecordkeeper | Evergreen Tank Solutions | $12,776,987 | 475 | $25,378 |
| Cogstate, Inc. 401(k) Plan | Cogstate | $11,917,239 | 155 | $31,632 |
| Opengate Inc. 401(k) Retirement Planrecordkeeper | Opengate | $11,280,749 | 242 | $24,577 |
| Leonard Aluminum Utility BLDGS LLC, RET Plan | Leonard Aluminum Utility BLDGS | $11,065,057 | 603 | $24,496 |
| D2G Group, LLC 401(k) Plan | D2G Group | $8,359,199 | 277 | $5,696 |
| BCI, Inc. 401(k) Profit Sharing Plan | BCI Inc. 401(k) Profit Sharing Plan | $6,547,167 | 143 | $17,592 |
| Avw-gme 401(k) Plan | Apple Valley Waste Services | $5,916,026 | 528 | $3,591 |
| Rom Technologies, Inc. Retirement Plan | ROM Technologies | $4,989,619 | 237 | $8,909 |
| Ira Green Inc 401(k) Profit Sharing Plan & Trustrecordkeeper | Ira Green | $3,941,162 | 319 | $13,997 |
| Ices, Inc. / Connecticut Transportation Solutions, LLC 401(k) Plan | Ices | $2,661,782 | 360 | not reported |
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.