Plans listing this provider
43
0.08% of the 56,420 plans with Schedule H financials; 40 in 2023
Providers › PCA Investment Advisory Services
PCA Investment Advisory Services
- Service provider, as named on Schedule C
- EIN 593766965
- Plan year 2024
- Direct compensation reported $1,838,490
Assets of those plans
$1,722,008,907
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,838,490
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) | 40 |
| 50 | Direct payment from the plan | 23 |
| 28 | Investment management | 7 |
| 26 | Investment advisory (participants) | 6 |
| 15 | Recordkeeping and information management | 2 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 49 | Other services | 2 |
| 64 | Recordkeeping fees | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Coesia North America 401(k) Retirement Savings Plan | R.A Jones | $213,876,555 | 989 | $63,722 |
| Mazak Employee Shared Savings Plan | Mazak | $180,620,652 | 1,078 | $204,381 |
| Rumpke 401(k) Retirement Plan | Rumpke Consolidated Companies | $173,255,781 | 3,855 | $59,504 |
| The Communicare Employee's 401(k) Plan | Health Care Facilities Staffing | $116,974,049 | 4,077 | $122,109 |
| Fischer Homes 401(k) Profit Plus Plan and Trust | Fischer Management | $94,697,261 | 1,094 | $49,837 |
| Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan | Ultimus Fund Solutions | $86,952,046 | 1,151 | $141,014 |
| Keplr Vision 401(k) Plan | Imperial Optical Midco | $83,047,184 | 1,654 | $93,472 |
| Czarnowski Display Service, Inc. 401(k) Plan | Czarnowski Display Service | $65,847,081 | 787 | $93,020 |
| Fuyao USA 401(k) Retirement Planrecordkeeper | Fuyao Glass America | $60,396,792 | 2,945 | $33,904 |
| Towne Retirement 401(k) Plan | Towne Properties Asset Management | $45,996,091 | 700 | $52,614 |
| Prus Construction Company Retirement Savings Plan | Prus Construction | $45,630,850 | 280 | $79,736 |
| Union Savings Bank 401(k) Plan | Union Savings Bank | $44,549,842 | 439 | $49,387 |
| Storopack, Inc. 401(k) Savings Plan | Storopack | $39,905,308 | 512 | $63,324 |
| Verst Group Logistics Companies 401(k) Retirement Savings Plan | Verst Group Logistics | $39,870,661 | 819 | $40,330 |
| Alexander & Associates Co. Profit Sharing and 401(k) Plan | Alexander & Associates | $32,100,350 | 129 | $54,880 |
| United Radio, Inc. 401(k) Plan | United Radio | $31,225,482 | 431 | $40,590 |
| Sunesis Construction Company Retirement Savings Plan | Sunesis Construction | $28,688,559 | 238 | $64,522 |
| Schunk of North America, Inc. 401(k) Profit Sharing Planrecordkeeper | Schunk of North America | $21,720,550 | 305 | $30,462 |
| Artisanal Brewing Ventures 401(k) Plan | Craft Revolution LLC DBA Artisanal Brewing Ventures | $21,230,320 | 469 | $28,164 |
| Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust | Cohen Holdings | $20,628,295 | 270 | $38,383 |
| South Central Bank 401(k) Plan | South Central Bank | $18,648,961 | 276 | $10,608 |
| F.C. Industries, Inc. Employees' Retirement Savings and Profit Sharing Plan | F.C. Industries | $18,387,086 | 310 | $35,810 |
| Building Crafts, Inc. Retirement Savings Plan | Building Crafts | $17,850,041 | 253 | $39,619 |
| BGR, Inc. 401(k) Profit Sharing Plan | BGR | $17,559,814 | 190 | $28,851 |
| Precision Concepts International LLC | Precision Concepts International | $17,030,269 | 369 | $14,995 |
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.