Plans listing this provider
54
0.10% of the 56,420 plans with Schedule H financials; 57 in 2023
Providers › Raymond James Financial Services
Raymond James Financial Services
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $1,784,714
Assets of those plans
$2,187,427,852
0.03% 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
$1,784,714
87% 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) | 43 |
| 26 | Investment advisory (participants) | 5 |
| 55 | Other commissions | 4 |
| 50 | Direct payment from the plan | 3 |
| 51 | Investment management fees paid directly by plan | 3 |
| 99 | Other fees | 3 |
| 16 | Consulting (general) | 2 |
| 53 | Insurance brokerage commissions and fees | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| US Radiology Specialists 401(k) Retirement Plan | US Radiology Specialists | $571,007,323 | 4,428 | $12,966 |
| Lucidhealth 401(k) Profit Sharing Plan | Premier Imaging Ventures LLC DBA Lucidhealth | $325,364,684 | 626 | $21,190 |
| Regional West Health Services Retirement Savings Plan | Regional West Health Services | $138,538,484 | 1,533 | $61,498 |
| Klockner-pentaplast of America, Inc. Employees' Retirement Plan | Klockner Pentaplast of America | $125,400,001 | 1,464 | $105,593 |
| Neighborworks America Retirement Plan | Neighborworks America | $123,013,776 | 433 | $12,500 |
| Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan | Excelsior Orthopaedics | $62,984,316 | 808 | $23,850 |
| Studios Architecture Retirement Plan | Studios Architecture | $59,992,925 | 334 | $40,000 |
| Obayashi Corporation Retirement Savings Plan | Obayashi | $52,220,708 | 293 | $0 |
| The Bellevue Hospital 401(k) Plan | Bellevue Hospital | $50,942,138 | 430 | $56,113 |
| Young Automotive Group 401(k) Profit Sharing Plan | Young Chevrolet | $38,921,733 | 1,384 | $97,733 |
| Adams Bank & Trust 401(k) Plan | Adams Bank & Trust | $34,339,782 | 232 | $82,560 |
| Community National Bank 401(k) Plan | Community National Bank | $32,020,898 | 325 | $50,153 |
| Kestrel Vision 401(k) Plan | Pressco Technology | $31,368,064 | 190 | $19,040 |
| Sprenger Retirement Centers Employees' Retirement Plan and Trust | Sprenger Enterprises | $31,118,451 | 587 | $40,000 |
| ZB Davis 401(k) Plan | Primary Surgical | $26,743,477 | 119 | $58,347 |
| Harpoint Holdings, Inc. 401(k) Profit Sharing Plan | Harpoint Holdings | $24,596,430 | 226 | $65,073 |
| Community Hospital of Anaconda 401(k) Profit Sharing Plan | Community Hospital of Anaconda | $24,395,550 | 400 | $75,392 |
| The Anderson-dubose Company 401(k) Plan | Anderson-dubose | $23,265,283 | 315 | $49,155 |
| Wright, Finlay & Zak, LLP 401(k) Plan | Wright Finlay & Zak | $21,688,740 | 102 | $29,385 |
| Southeast Foods LLC 401(k) Profit Sharing Plan & Trust | Southeast Foods | $19,516,377 | 126 | $63,720 |
| Clark Grave Vault Company Employees 401(k) Profit Sharing Plan and Trust | Clark Grave Vault | $19,497,450 | 115 | $36,024 |
| JPL Video Productions, Inc. 401(k) Plan | JPL Video Productions | $17,334,029 | 161 | $40,296 |
| Glasser and Glasser, P.L.C. 401(k) Retirement Plan | Glasser and Glasser P.L.C. | $16,991,493 | 199 | $6,259 |
| Boehl Stopher & Graves Amended and Restated Retirement Savings Plan | Boehl Stopher & Graves | $16,401,211 | 89 | $0 |
| City Plumbing & Electric Supply Co., Inc. 401(k) Plan | City Plumbing & Electric Supply | $16,316,633 | 145 | $34,344 |
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.