Plans listing this provider
47
0.08% of the 56,420 plans with Schedule H financials; 37 in 2023
Providers › PKF O'connor Davies, LLP
PKF O'connor Davies, LLP
- Service provider, as named on Schedule C
- EIN 271728945
- Plan year 2024
- Direct compensation reported $1,096,608
Assets of those plans
$57,517,151,971
0.74% of all Schedule H plan assets
Plans where it is the recordkeeper
4
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,096,608
94% 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 |
|---|---|---|
| 10 | Accounting (including auditing) | 31 |
| 50 | Direct payment from the plan | 11 |
| 70 | Consulting fees | 8 |
| 99 | Other fees | 8 |
| 15 | Recordkeeping and information management | 4 |
| 64 | Recordkeeping fees | 4 |
| 17 | Consulting (pension) | 4 |
| 29 | Legal | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Northrop Grumman Savings Plan | Northrop Grumman | $39,473,777,135 | 151,821 | $5,100 |
| The Savings and Investment Plan | WPP Group USA | $4,710,616,432 | 40,113 | $62,500 |
| Omnicom Group Retirement Savings Plan | Omnicom Group | $4,470,560,518 | 35,369 | $144,900 |
| Building Service 32BJ Supplemental Retirement Savings Plan | Board of Trustees of the Building Service 32BJ Supplemental | $2,557,945,511 | 101,244 | $6,033 |
| Factset Research Systems Inc. Plan | Factset Research Systems | $863,326,965 | 4,003 | $43,000 |
| The Cultural Institutions Savings Plan | Cultural Institutions Retirement System | $728,976,385 | 10,004 | $67,500 |
| Albert Einstein College of Medicine 403(b) Retirement Income Plan | Albert Einstein College of Medicine | $593,539,686 | 2,363 | $18,750 |
| The Sharp Employees Savings and Investment Plan | Sharp Electronics | $473,190,806 | 2,581 | $14,500 |
| Retirement Savings Plan | Petroleum Heat and Power | $351,532,191 | 3,379 | $26,450 |
| Comtech Telecommunications Corp. 401(k) Plan | Comtech Telecommunications | $346,546,457 | 2,024 | $14,490 |
| Adventhealth Consolidated ERISA 401(a) Plan | Adventist Health System Sunbelt Healthcare | $332,419,145 | 3,973 | $6,225 |
| Quadient Inc. 401(k) Plan | Quadient | $282,490,060 | 1,986 | $29,420 |
| Rolex Watch U.S.A., Inc. Profit Sharing Plan | Rolex Watch U.S.A. | $273,574,523 | 814 | $35,109 |
| Heineken USA Savings and Retirement Plan | Heineken USA | $208,810,587 | 810 | $17,500 |
| NWN Carousel 401(k) Plan | Carousel Industries of North America | $194,283,631 | 1,640 | $43,000 |
| Sonesta International Hotels Corporation and Subsidiaries 401(k) Plan | Sonesta International Hotels | $157,132,308 | 3,354 | $0 |
| Daiwa Capital Markets America Inc. Retirement Investment Plan | Daiwa Capital Markets America | $155,076,020 | 449 | $28,750 |
| Connell Foley, LLP Employees 401(k) Profit Sharing Plan | Connell Foley | $145,289,665 | 340 | $19,000 |
| Masonicare Corporation 401(k) Retirement Savings Plan | Masonicare | $124,927,482 | 2,389 | $12,000 |
| Savings Plan for Employees of the Gerresheimer Companies | Gerresheimer Glass | $114,975,853 | 1,235 | $30,235 |
| Athena Health Care Associates, Inc. 401(k) Plan | Athena Health Care Associates | $110,064,026 | 2,306 | $44,279 |
| Farmer Bros. Co. 401(k) Plan | Farmer Bros. | $103,507,249 | 1,321 | $0 |
| Laerdal Medical Corporation 401(k) Profit Sharing Plan | Laerdal Medical | $69,798,724 | 493 | $21,165 |
| Sentinel Real Estate 401(k) Plan 401(k) Savings Plan | Sentinel Real Estate | $66,521,863 | 976 | $19,000 |
| S/A/R Academy 401(k) Plan | Salanter Akiba Riverdale Academy | $66,071,967 | 491 | $15,300 |
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.