Plans listing this provider
91
0.16% of the 56,420 plans with Schedule H financials; 78 in 2023
Providers › Raymond James & Associates Inc
Raymond James & Associates Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $3,923,603
Assets of those plans
$4,270,769,202
0.05% 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
$3,923,603
97% 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) | 79 |
| 26 | Investment advisory (participants) | 6 |
| 99 | Other fees | 5 |
| 28 | Investment management | 3 |
| 50 | Direct payment from the plan | 3 |
| 51 | Investment management fees paid directly by plan | 3 |
| 55 | Other commissions | 3 |
| 17 | Consulting (pension) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Cohnreznick LLC 401(k) Profit Sharing Plan | Cohnreznick | $751,132,413 | 5,206 | $99,991 |
| Penn Entertainment, Inc. 401(k) Plan | PENN Entertainment | $693,963,424 | 23,143 | $71,000 |
| Staffmark Group, LLC 401(k) Plan | Staffmark Group | $144,122,729 | 5,259 | $91,423 |
| Neighborworks America Retirement Plan | Neighborworks America | $123,013,776 | 433 | $37,500 |
| Thompson Holdings, Inc. 401(k) and Employee Stock Ownership Plan | Thompson Holdings | $117,394,729 | 714 | $62,881 |
| Medical Anesthesia Group, P.A. Profit Sharing Plan | Medical Anesthesia Group | $110,851,594 | 147 | $8,972 |
| Johnson & Bell, Ltd. 401(k) Profit Sharing Plan | Johnson & Bell | $109,896,661 | 234 | $99,998 |
| Maxim Crane Works LP 401(k) Plan | Anthony Crane Rental | $106,565,468 | 812 | $101,855 |
| Irwin Seating Company Profit Sharing Plan | Irwin Seating | $92,865,308 | 620 | $90,000 |
| First Federal Bank 401(k) Profit Sharing Plan | First Federal Bank | $92,854,810 | 576 | $323,003 |
| Cellular Sales of Knoxville, Inc. 401(k) Plan | Cellular Sales of Knoxville | $90,707,034 | 1,981 | $149,622 |
| Peopletec, Inc. 401(k) Plan | Peopletec | $83,339,780 | 679 | $120,833 |
| Takara Bio USA, Inc. 401(k) Profit Sharing Plan | Clontech Laboratories | $67,095,172 | 403 | $30,000 |
| Vopak North America Inc. Incentive Savings Plan | Vopak North America | $65,612,279 | 475 | $34,000 |
| First Urology P.S.C. 401(k) Profit Sharing Plan | First Urology P.S.C. | $63,453,349 | 487 | $76,291 |
| Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan | Excelsior Orthopaedics | $62,984,316 | 808 | $12,139 |
| Max Credit Union Capital Accumulation Plan | Max Credit Union | $57,330,530 | 377 | $14,962 |
| Hawley Troxell 401(k) Plan | Hawley Troxell Ennis & Hawley | $56,745,247 | 217 | $65,000 |
| Utah Cancer Specialists, P.C. 401(k) Profit Sharing Plan | Utah Cancer Specialists | $53,542,747 | 341 | $92,610 |
| Vishay Precision Group, Inc. Savings Plan | Vishay Precision Group | $51,711,802 | 484 | $18,750 |
| Pcca Employees' 401(k) Savings Plan | Professional Compounding Centers | $46,480,528 | 422 | $53,437 |
| KAG 401(k) Retirement Plan | Tropacaval Media | $46,416,226 | 2,242 | $135,939 |
| MTC US Corp. 401(k) Plan | MTC US | $44,933,803 | 737 | $37,500 |
| The Federation of State Medical Boards Thrift Retirement Plan | Federation of State Medical Boards of the United States | $44,275,903 | 192 | $32,843 |
| Regional Management Corp. Savings & Investment Plan | Regional Management | $42,630,878 | 1,768 | $86,754 |
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.