Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Planned Retirement Consultants & AD
Planned Retirement Consultants & AD
- Service provider, as named on Schedule C
- EIN 454208939
- Plan year 2024
- Direct compensation reported $195,689
Assets of those plans
$381,190,455
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
8
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$195,689
86% 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 |
|---|---|---|
| 15 | Recordkeeping and information management | 8 |
| 37 | Participant loan processing | 8 |
| 64 | Recordkeeping fees | 8 |
| 13 | Contract administrator | 4 |
| 49 | Other services | 2 |
| 99 | Other fees | 2 |
| 10 | Accounting (including auditing) | 1 |
| 27 | Investment advisory (plan) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Athena Health Care Associates, Inc. 401(k) Plan | Athena Health Care Associates | $110,064,026 | 2,306 | $56,229 |
| Computer Design & Integration LLC 401(k) Savings Planrecordkeeper | Computer Design & Integration | $62,964,124 | 692 | $29,770 |
| Cipla USA 401(k) Plan | Cipla USA | $44,605,845 | 785 | $15,513 |
| Omni Ophthalmic Management Consultants 401(k) Profit Sharing Planrecordkeeper | Omni Ophthalmic Management Consultants | $40,027,303 | 530 | $13,524 |
| Environmental Control, LLC. 401(k) Profit Sharing Plan | Environmental Control | $37,308,115 | 338 | $4,900 |
| Wittmann USA Inc. | Wittmann USA | $19,288,723 | 185 | $0 |
| ITC Infotech (USA), Inc. 401(k) Planrecordkeeper | ITC Infotech USA | $16,702,527 | 243 | $2,907 |
| Checkmarx Inc 401(k) Profit Sharing Plan Trust | Checkmarx | $16,310,226 | 180 | $4,324 |
| Western Global Airlines 401(k) Profit Sharing Plan | Western Global Airlines | $9,614,440 | 189 | $24,236 |
| Archer Systems LLC 401(k) Planrecordkeeper | Archer Systems | $8,407,691 | 181 | $958 |
| Sunrise Detoxification Center, LLC 401(k) Planrecordkeeper | Sunrise Detoxification Center | $8,071,823 | 293 | $27,282 |
| Hudson Envelope Corp. Profit Sharing Planrecordkeeper | Hudson Envelope of New Jersey | $4,240,535 | 144 | $1,500 |
| National Domestic Workers Alliance 401(k) Planrecordkeeper | National Domestic Workers Alliance | $3,585,077 | 128 | not reported |
| Custom Alloy Corporation 401(k) Planrecordkeeper | Custom Alloy | $0 | 0 | $14,546 |
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.