Plans listing this provider
134
0.24% of the 56,420 plans with Schedule H financials; 109 in 2023
Providers › PNC Institutional Asset Management
Plans listing this provider
134
0.24% of the 56,420 plans with Schedule H financials; 109 in 2023
Assets of those plans
$6,355,892,975
0.08% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$3,752,570
96% 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.
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 117 |
| 50 | Direct payment from the plan | 52 |
| 26 | Investment advisory (participants) | 31 |
| 99 | Other fees | 12 |
| 17 | Consulting (pension) | 6 |
| 28 | Investment management | 6 |
| 51 | Investment management fees paid directly by plan | 5 |
| 49 | Other services | 4 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Kirby 401(k) Plan | Kirby | $850,124,257 | 6,402 | $52,500 |
| Flex-n-gate Corporation 401(k) Plan | Flex-n-gate | $404,980,318 | 6,665 | $64,623 |
| Brand Share 401(k) Savings & Profit Sharing Plan | Brand Services | $356,037,119 | 6,131 | $82,500 |
| PJTC Holdings, Inc. 401(k) Savings and Profit Sharing Plan | PJTC Holdings | $320,190,510 | 1,002 | $50,000 |
| Exlservice 401(k) Plan | ExlService.com | $204,814,946 | 2,656 | $10,000 |
| Subway 401(k) Savings Plan | Franchise World Headquarters | $133,345,953 | 1,153 | $50,500 |
| Steel Warehouse, Lock Joint Tube and SFI Consolidated Profit Sharing Plan | Steel Warehouse | $128,303,835 | 2,039 | $35,523 |
| Great Lakes Cheese Co., Inc. 401(k) Plan and Trust | Great Lakes Cheese | $123,520,811 | 4,624 | $41,183 |
| Reminger Co., L.P.A. Profit Sharing Plan and Trust | Reminger Co. L.P.A. | $118,705,076 | 387 | $50,000 |
| Starwood Headquarters, L.L.C. 401(k) Profit Sharing Plan | Starwood Headquarters | $109,451,132 | 563 | $47,500 |
| System One Holdings, LLC 401(k) Savings Plan | System One Holdings | $103,678,769 | 1,918 | $42,547 |
| Advance Trading, Inc. 401(k) Plan and ESOP | Advance Trading | $98,313,394 | 123 | $25,686 |
| Momentum 401(k) Plan | Momentum Platform | $98,262,573 | 1,406 | $70,841 |
| Comprehensive Care Services, Inc. Retirement Savings Plan | Comprehensive Care Services | $83,505,353 | 723 | $52,298 |
| Stiles Machinery, Inc. 401(k) Retirement Plan | Stiles Machinery | $83,199,635 | 647 | $13,335 |
| American Manufacturing Corporation 401(k) Plan | American Manufacturing | $77,153,051 | 507 | $35,971 |
| Coronado Coal LLC 401(k) Profit Sharing Plan | Coronado Coal | $75,699,582 | 925 | $68,763 |
| Connectiverx Retirement Savings Plan | PSKW | $75,001,480 | 1,806 | $35,534 |
| Rudd Equipment Co Inc Restated Employees Profit Sharing Plan and Trust | Rudd Equipment | $62,294,928 | 343 | $30,514 |
| Teletracking Technologies, Inc. 401(k) Plan | Teletracking Technologies | $61,793,666 | 403 | $40,000 |
| Veris Residential, Inc. 401(k) Savings/retirement Plan | Veris Residential | $58,459,124 | 424 | $33,938 |
| Fres-co System USA, Inc. Retirement Savings Plan | Fres-co System USA | $55,546,122 | 493 | $41,381 |
| MEA, Messa, MEA Financial Services Employee Deferred Compensation Plan | MEA Messa MEA Financial Services | $53,914,807 | 406 | $36,163 |
| Bruce Oakley, Inc. 401(k) Profit Sharing Plan | Bruce Oakley | $53,094,519 | 450 | $31,446 |
| Swva, Inc. Collective Bargaining Unit Retirement Plan | Swva | $52,859,500 | 598 | $46,260 |
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.