Plans listing this provider
270
0.48% of the 56,420 plans with Schedule H financials; 251 in 2023
Providers › Raymond James & Associates Inc
Raymond James & Associates Inc
- Service provider, as named on Schedule C
- EIN 591237041
- Plan year 2024
- Direct compensation reported $7,900,869
Assets of those plans
$28,561,473,449
0.37% of all Schedule H plan assets
Plans where it is the recordkeeper
29
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$7,900,869
79% 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) | 173 |
| 99 | Other fees | 77 |
| 50 | Direct payment from the plan | 71 |
| 26 | Investment advisory (participants) | 49 |
| 49 | Other services | 29 |
| 15 | Recordkeeping and information management | 27 |
| 64 | Recordkeeping fees | 26 |
| 21 | Trustee (bank, trust company or similar) | 25 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| 401(k) Pension Plan | National Rural Electric Cooperative Association | $16,840,459,887 | 79,674 | $0 |
| Seyfarth Shaw LLP 401(k) Savings and Retirement Plan | Seyfarth Shaw | $925,918,577 | 2,831 | $17,451 |
| Thornton Tomasetti, Inc. 401(k) Profit Sharing Plan | Thornton Tomasetti | $468,579,874 | 1,750 | $100,000 |
| Radnet 401(k) Plan | Radnet | $436,572,694 | 11,311 | $85,000 |
| Delek US 401(k) Plan | Medidata Solutions | $392,139,603 | 4,223 | $90,000 |
| Novolex Holdings, LLC 401(k) Plan | HLX PLY Holdings | $385,286,070 | 8,040 | $150,000 |
| Lathrop GPM LLP Retirement Plan and Trust | Lathrop GPM | $349,210,672 | 765 | $12,361 |
| Griffith Supplemental Retirement & Savings Plan | Griffith Foods Group | $261,519,669 | 1,235 | $21,313 |
| Hawaii Carpenters 401(k) FD | Hawaii Carpenters 401(k) Fund | $257,979,175 | 7,421 | $167,817 |
| Agropur Inc. 401(k) Retirement Savings Plan | Agropur | $242,521,979 | 2,770 | $50,000 |
| Darling Ingredients Inc. Salaried 401(k) Savings Plan | Darling Ingredients | $236,761,041 | 1,705 | $10,456 |
| Springer Nature 401(k) Plan | Springer Nature | $225,414,546 | 1,288 | $72,479 |
| Toyon Research Corporation Employee Stock Ownership Plan | Toyon Research Corpporation EMP Stock Ownership Plan | $225,387,710 | 343 | $40,000 |
| Enercon Services, Inc. Savings Plan | Enercon Services | $212,945,071 | 1,906 | $101,756 |
| Major League Soccer 401(k) Plan | Major League Soccer | $176,738,775 | 2,347 | $53,750 |
| REH Services 401(k) Plan | REH Services | $175,358,943 | 2,184 | $88,500 |
| Pathward, National Association 401(k) Plan | Pathward National Association | $173,664,829 | 1,456 | $0 |
| Carroll Hospital Center Retirement Savings Plan | Carroll Hospital Center | $155,054,200 | 2,426 | $26,593 |
| QCR Holdings, Inc. 401(k) Plan | QCR Holdings | $152,071,682 | 1,141 | $111,044 |
| Metro Aviation, Inc. Employees' Deferred Saving and Retirement Plan | Metro Aviation | $151,799,306 | 1,280 | $326,439 |
| Inteva Products, LLC Salaried Employees' Savings and Retirement Plan | Inteva Products | $141,039,656 | 1,261 | $104,081 |
| SH Group, Inc. Profit Sharing and 401(k) Plan | SH Group | $140,710,269 | 866 | $25,000 |
| Simmons Hanly Conroy 401(k) Plan | Simmons Hanly Conroy | $126,855,973 | 494 | $0 |
| Darling Ingredients Inc. Hourly and Bargaining 401(k) Savings Plan | Darling Ingredients | $126,119,487 | 3,880 | $4,980 |
| Tradewind Group, Inc Profit Sharing 401(k) Plan | Tradewind Group | $125,746,431 | 646 | $48,000 |
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.