401k Record

Providers › Plante and Moran

Plante and Moran

Plans listing this provider

11

0.02% of the 56,420 plans with Schedule H financials; 14 in 2023

Assets of those plans

$1,441,347,951

0.02% 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

$217,476

91% 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 codeMeaningPlans
10Accounting (including auditing)10
50Direct payment from the plan1
99Other fees1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Treehouse Foods, Inc. 401(k) PlanTreeHouse Foods $397,993,3664,488$4,800
Sunrun Inc. 401(k) PlanSunrun $366,271,468105$78,815
Altair Salary Reduction Profit Sharing PlanAltair Engineering $262,809,0041,467$22,595
Urban Science Applications, Inc. 401(k) Profit Sharing PlanUrban Science Applications $161,264,420741$23,200
Harvest Sherwood Food Distributors Employee 401(k) PlanHarvest Sherwood Food Distributors $87,814,2291,570$18,500
Colorado Rockies 401(k) Savings and Investment PlanColorado Rockies Baseball Club $59,913,116676$18,096
Treehouse Private Brands, Inc. Retirement Income Savings Plan for Union EmployeesTreeHouse Foods $38,046,364642$12,278
Treehouse Foods, Inc. Union 401(k) PlanTreeHouse Foods $30,875,646458$10,352
Antonio Sofo & Son Importing Co. Employees' 401(k) PlanAntonio Sofo & Son Importing $19,941,046541not reported
Friendly Holding Company Retirement Savings PlanBetten Friendly Motors $9,769,244180$11,590
Flow-rite Employees' Retirement PlanFlow-rite Controls $6,650,048116$17,250

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.