Plans listing this provider
26
0.05% of the 56,420 plans with Schedule H financials; 24 in 2023
Providers › Raymond James & Associates, Inc.
Raymond James & Associates, Inc.
- Service provider, as named on Schedule C
- EIN 591199408
- Plan year 2024
- Direct compensation reported $285,305
Assets of those plans
$384,577,799
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
$285,305
50% 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) | 14 |
| 55 | Other commissions | 7 |
| 49 | Other services | 5 |
| 99 | Other fees | 3 |
| 53 | Insurance brokerage commissions and fees | 2 |
| 13 | Contract administrator | 1 |
| 22 | Insurance agents and brokers | 1 |
| 14 | Plan administrator | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Ematb, LLC Retirement Plan | Emergency Medical Associates of Tampa Bay | $77,634,591 | 174 | $0 |
| Public Policy Holding Company, Inc. 401(k) Plan | Public Policy Holding | $39,294,861 | 289 | $0 |
| T. & G. Industries, Inc. 401(k) Profit Sharing Plan and Trust | T. & G. Industries | $33,515,878 | 412 | not reported |
| Ed Staub & Sons Petroleum Inc. 401(k) Profit Sharing Plan | Ed Staub & Sons Petroleum | $31,460,478 | 408 | $0 |
| Grayson & Associates, P.C. 401(k) Profit Sharing Plan | Grayson & Associates | $24,668,248 | 147 | $0 |
| Kimbel Mechanical Systems, Inc. 401(k) Plan | Kimbel Mechanical Systems | $20,831,974 | 711 | not reported |
| AES Clean Technology, Inc. 401(k) Plan | AES Clean Technology | $16,344,339 | 176 | $0 |
| Charge EPC Retirement Trust | Veteran Pipeline Construction | $14,678,219 | 199 | $0 |
| PTM Corporation 401(k) Profit Sharing Plan & Trust | PTM | $13,952,694 | 281 | $24,978 |
| Central Arkansas Nursing Centers, Inc. 401(k) Plan and Trust | Central Arkansas Nursing Centers | $12,496,826 | 908 | $0 |
| The Winrock Group, Inc. 401(k) Retirement Savings Plan and Trust | Winrock Group | $10,793,565 | 349 | $0 |
| Winterwood, Inc. 401(k) Profit Sharing Plan | Winterwood | $10,403,030 | 578 | not reported |
| Door Components Inc 401(k) Profit Sharing Plan & Trust | Door Components | $9,368,676 | 417 | $29,203 |
| Solinsky Eyecare LLC 401(k) Profit Sharing Plan & Trust | Solinsky Eyecare | $8,020,872 | 117 | $22,630 |
| Senderra RX Partners LLC 401(k) Profit Sharing Plan & Trust | Senderra RX Partners | $7,875,968 | 335 | $35,133 |
| The M & W Logistics Group, Inc. 401(k) Plan | M & W Logistics Group | $7,634,400 | 118 | $0 |
| Toba, Inc. Profit Sharing Retirement Plan | Toba | $6,253,178 | 335 | $0 |
| Desert Physicians Management L 401(k) Profit Sharing Plan & Trust | Desert Physicians Management L | $5,863,500 | 266 | $19,974 |
| Blind Squirrel Entertainment I 401(k) Profit Sharing Plan & Trust | Blind Squirrel Entertainment I | $5,058,512 | 227 | $25,610 |
| Worldwide Logistics Inc 401(k) Profit Sharing Plan & Trust | Worldwide Logistics | $4,940,613 | 121 | $20,829 |
| RHM LLC 401(k) Profit Sharing Plan & Trust | RHM | $4,893,864 | 458 | $11,411 |
| Tomoka Eye Associates 401(k)( Profit Sharing Plan & Trust | Tomoka Eye Associates | $4,858,364 | 114 | $21,992 |
| Puryear Tank Lines 401(k) Profit Sharing Plan & Trust | Puryear Tank Lines | $4,372,170 | 135 | $37,807 |
| Taylor Team Relocation 401(k) Profit Sharing Plan & Trust | Taylor Team Relocation | $3,728,233 | 115 | $17,436 |
| Kittrich Corporation 401(k) Profit Sharing Plan & Trust | Kittrich | $3,172,568 | 370 | $7,513 |
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.