Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › Raymond James and Associates
Raymond James and Associates
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $348,440
Assets of those plans
$329,794,466
0.00% 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
$348,440
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 code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 9 |
| 50 | Direct payment from the plan | 6 |
| 26 | Investment advisory (participants) | 2 |
| 13 | Contract administrator | 1 |
| 28 | Investment management | 1 |
| 49 | Other services | 1 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| First Advantage Corporation 401(k) Plan | First Advantage | $86,929,854 | 1,290 | $50,366 |
| Keller and Heckman LLP Employees 401(k) Profit Sharing Plan | Keller and Heckman | $84,600,999 | 165 | $37,200 |
| The Company Profit Sharing Plan of English Construction Co. | English Construction | $39,515,891 | 566 | $63,714 |
| 3form 401(k) Plan | 3form | $33,280,557 | 576 | $56,835 |
| Frank L Blum Construction Co., Inc 401(k) Profit Sharing Plan | Frank L Blum Construction | $19,933,665 | 277 | $12,900 |
| Iradimed Corporation 401(k) Profit Sharing Plan Trust | Iradimed | $14,942,683 | 150 | $0 |
| 3e, LLC 401(k) Retirement Plan | 3e | $13,685,885 | 712 | $28,302 |
| Hesse Industrial Sales, Inc. Profit Sharing 401(k) Plan | Hesse Industrial Sales | $11,807,612 | 106 | $24,798 |
| Marks & Harrison 401(k) Plan | Marks & Harrison | $11,238,382 | 133 | $40,681 |
| Scherdel Sales & Technology 401(k) Plan | Scherdel Sales & Technology | $7,367,083 | 113 | $13,028 |
| J127 Education Foundation 403(b) Thrift Plan | J127 Education Foundation | $6,491,855 | 144 | $20,616 |
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.