Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › Provenance Wealth Advisors LLC
Provenance Wealth Advisors LLC
- Service provider, as named on Schedule C
- EIN 650978008
- Plan year 2024
- Direct compensation reported $394,751
Assets of those plans
$405,976,841
0.01% 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
$394,751
80% 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 |
|---|---|---|
| 26 | Investment advisory (participants) | 6 |
| 27 | Investment advisory (plan) | 4 |
| 16 | Consulting (general) | 1 |
| 28 | Investment management | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
| 60 | Sub-transfer agency fees | 1 |
| 63 | Distribution (12b-1) fees | 1 |
| 65 | Account maintenance fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Primesource Retirement Savings Plus Plan | Primesource Building Products | $188,704,714 | 2,846 | $0 |
| Everglades College, Inc. Retirement Savings Plan | Everglades College | $133,222,690 | 2,463 | $200,608 |
| Alta Forest Products 401(k) Retirement Plan | Alta Forest Products | $29,267,946 | 486 | $32,735 |
| Chauvet & Sons, LLC 401(k) Profit Sharing Plan | Chauvet & Sons | $13,095,952 | 281 | $35,142 |
| Global Maritek Systems, Inc. 401(k) Plan | Global Maritek Systems | $10,748,597 | 162 | $35,384 |
| The Keyes Company 401(k) Profit Sharing Plan | Keyes | $7,692,625 | 140 | $30,821 |
| Brandstar 401(k) Retirement Plan | O2 Media | $7,038,007 | 232 | $30,013 |
| R.L. Schreiber, Inc. 401(k) Profit Sharing Plan | R.L. Schreiber | $6,748,509 | 111 | $0 |
| Allied Stone, Inc. 401(k) Plan | Allied Stone | $5,304,130 | 220 | $12,843 |
| Pure Source, LLC Retirement Plan | Pure Source | $4,153,671 | 113 | $17,205 |
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.