Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › Prime Capital Investment Advisors
Prime Capital Investment Advisors
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $719,111
Assets of those plans
$1,708,607,753
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
$719,111
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) | 13 |
| 50 | Direct payment from the plan | 4 |
| 26 | Investment advisory (participants) | 3 |
| 16 | Consulting (general) | 2 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Pay Deferral and Savings Plan of Hines Interests Limited Partnership | Hines Interests Limited Partnership | $873,167,734 | 4,401 | $70,200 |
| JBP Co., Inc. 401(k) Savings Plan | Poindexter J B | $275,306,065 | 9,181 | $62,500 |
| Helzberg Diamonds Savings Plan | Helzberg Diamond Shops | $134,985,047 | 1,169 | $33,000 |
| Wilson & Company 401(k) Plan | Wilson & Company Inc. Engineers & Architects | $110,322,164 | 884 | $60,000 |
| Ave-plp, LLC 401(k) Plan | Ave-plp | $93,590,325 | 1,032 | $68,629 |
| Fill Your Cup 401(k) Investment Plan | Westrock Beverage Solutions | $61,500,951 | 1,267 | $95,906 |
| Crownquest 401(k) Plan | Crownquest Operating | $39,706,848 | 223 | $32,439 |
| Soil Nail Holdings 401(k) Plan | Geostabilization International | $37,866,417 | 792 | $84,675 |
| First State Holding Co. 401(k) Retirement Plan | First State Holding | $16,433,096 | 179 | $37,260 |
| Vault Pressure Control 401(k) Plan | Vault Pressure Control | $15,509,585 | 481 | $41,694 |
| BTC Bank 401(k) Profit Sharing Plan | BTC Bank | $13,691,768 | 262 | $22,473 |
| Diamond Bank 401(k) Plan | Diamond Bank | $10,837,465 | 157 | $26,848 |
| Highground Restoration Group 401(k) and Retirement Plan | Highground Restoration Group | $6,981,107 | 316 | $35,914 |
| M Rogers Inc & Subsidiary 401(k) Profit Sharing Plan and Trust | M Rogers Inc & Subsidiary | $6,764,638 | 194 | $11,936 |
| Bradley County Medical Center (TE) Retirement Plan | Bradley County Medical Center | $6,603,907 | 136 | $16,972 |
| Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust | Spicer Jeffries | $5,340,636 | 116 | $18,665 |
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.