Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 7 in 2023
Providers › Raymond James Financial Services
Raymond James Financial Services
- Service provider, as named on Schedule C
- EIN 591517485
- Plan year 2024
- Direct compensation reported $284,835
Assets of those plans
$499,820,262
0.01% 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
$284,835
100% 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) | 6 |
| 16 | Consulting (general) | 1 |
| 26 | Investment advisory (participants) | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
| 71 | Securities brokerage commissions and fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Glanbia Companies 401(k) Plan | Glanbia | $336,060,475 | 4,844 | $75,000 |
| Lumanity Inc. 401(k) Plan | Lumanity | $48,882,989 | 599 | $66,453 |
| AAC, Inc. 401(k) Plan | American Addiction Centers | $35,761,316 | 1,712 | $10,334 |
| Lumanity Inc. 401(k) Safe Harbor Plan | Lumanity | $20,140,078 | 175 | $16,653 |
| AG RX Employee Stock Ownership and 401(k) Plan | AG RX | $18,757,440 | 171 | $6,190 |
| Hawaii Community Foundation 401(k) Profit Sharing Plan | Hawaii Community Foundation | $14,263,551 | 120 | $25,407 |
| Knudtsen Chevrolet 401(k) Retirement Savings Plan | Knudtsen Chevrolet | $9,367,741 | 181 | $29,235 |
| Gary Amoth Trucking, Inc. 401(k) Plan | Gary Amoth Trucking | $6,517,522 | 227 | $10,955 |
| Fior Di Sole, LLC 401(k) Profit Sharing Plan | Fior Di Sole | $5,201,775 | 181 | $23,887 |
| The 401(k) Group Plan | Braintree Group | $4,867,375 | 186 | $20,721 |
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.