Plans listing this provider
93
0.16% of the 56,420 plans with Schedule H financials; 82 in 2023
Providers › Prime Capital Investment Advisors
Plans listing this provider
93
0.16% of the 56,420 plans with Schedule H financials; 82 in 2023
Assets of those plans
$25,059,348,452
0.32% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$3,709,879
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) | 69 |
| 50 | Direct payment from the plan | 13 |
| 26 | Investment advisory (participants) | 8 |
| 28 | Investment management | 8 |
| 70 | Consulting fees | 7 |
| 99 | Other fees | 7 |
| 16 | Consulting (general) | 6 |
| 51 | Investment management fees paid directly by plan | 4 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Delta 401(k) Retirement Plan for Pilots | Delta Air Lines | $15,928,334,925 | 17,527 | $10,184 |
| Lockton, Inc. 401(k) Plan | Lockton | $1,397,582,709 | 8,620 | $8,263 |
| Bunzl USA, LLC Deferred Savings Plan | Bunzl USA | $942,266,642 | 8,163 | $9,343 |
| Patterson-uti Energy, Inc. 401(k) Profit Sharing Plan | Patterson-UTI Energy | $612,996,933 | 9,682 | $12,500 |
| S & B Engineers and Constructors, Ltd. Retirement Savings Plan | S&B Engineers and Constructors | $589,775,575 | 3,593 | $68,750 |
| Co-op Pension Plan | Tennessee Farmers Cooperative | $406,046,090 | 3,331 | $104,725 |
| Diamond Offshore 401(k) Plan | Diamond Offshore Management | $377,430,996 | 1,340 | $74,967 |
| Brightspeed 401(k) Savings Plan | Connect Holding II | $351,467,071 | 4,070 | $31,368 |
| Technip Energies USA, Inc. Retirement Savings Plan | Technip Energies USA | $346,401,055 | 1,294 | $16,250 |
| ABS 401(k) Savings Plan | American Bureau of Shipping | $344,910,214 | 1,945 | $106,250 |
| Envoy Solutions Retirement Savings Plan | Envoy Solutions | $281,727,119 | 3,575 | $264,267 |
| Learfield Communications 401(k) Plan | Learfield Communications | $199,056,500 | 2,975 | $122,476 |
| Yokogawa USA, Inc. Wealth Builder | Yokogawa USA | $190,912,235 | 1,107 | $44,878 |
| Anesthesia Associates of Kansas City, P.A. 401(k) Profit Sharing Plan | Anesthesia Associates of Kansas City | $180,658,143 | 359 | $13,915 |
| Medical Associates of Northwest Arkansas, P.A. 401(k) Plan | Medical Associates of Northwest Arkansas | $178,172,449 | 907 | $62,740 |
| Subsea 7 401(k) Retirement Plan | Subsea 7 (US) | $153,417,461 | 778 | $7,786 |
| Interstate Batteries 401(k) Plan | Interstate Batteries | $141,368,504 | 1,691 | $18,201 |
| Select Water Solutions, Inc. 401(k) Plan | Select Water Solutions | $126,180,159 | 2,924 | $37,500 |
| Forum Energy Technologies, Inc. 401(k) Plan | Forum Energy Technologies | $123,286,389 | 1,713 | $64,953 |
| Texas Health Care, P.L.L.C. 401(k) Retirement Plan | Texas Health Care P.L.L.C. | $110,164,532 | 1,192 | $256,879 |
| Team Industries 401(k) Plan | Team Industries Holding | $102,250,761 | 1,130 | $53,839 |
| Mecklenburg Radiology Associates, P.A. Profit Sharing Plan | Mecklenburg Radiology Associates | $93,302,689 | 154 | $26,252 |
| Encore Electric, Inc. 401(k) Plan | Encore Electric | $92,137,484 | 1,529 | $22,500 |
| Wenger Manufacturing, LLC 401(k) Plan | Wenger Manufacturing | $86,679,971 | 436 | $99,180 |
| Northstar Memorial Group, LLC 401(k) Plan | NSMG Shared Services | $80,504,750 | 860 | $81,219 |
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.