Plans listing this provider
21
0.04% of the 56,420 plans with Schedule H financials; 35 in 2023
Providers › Raymond James Financial Services
Raymond James Financial Services
- Service provider, as named on Schedule C
- EIN 591531281
- Plan year 2024
- Direct compensation reported $760,960
Assets of those plans
$663,689,032
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
$760,960
95% 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) | 17 |
| 50 | Direct payment from the plan | 6 |
| 16 | Consulting (general) | 2 |
| 28 | Investment management | 2 |
| 51 | Investment management fees paid directly by plan | 2 |
| 99 | Other fees | 2 |
| 26 | Investment advisory (participants) | 1 |
| 37 | Participant loan processing | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Barry Callebaut U.S.A. 401(k) Retirement Plan | Barry Callebaut USA | $134,462,176 | 1,679 | $40,000 |
| Fabian Van Cott Retirement Plan & Trust | Fabian Van Cott | $107,586,439 | 119 | $39,997 |
| Doterra 401(k) Plan | Doterra International | $83,150,080 | 1,483 | $64,740 |
| University Otolaryngologists, Inc. 401(k) Plan | University Otolaryngologists | $65,367,842 | 330 | $30,985 |
| Greenleaf Corporation Savings and Retirement Plan | Greenleaf | $56,550,839 | 376 | $57,369 |
| Hill Wiremasters 401(k) Profit Sharing Plan & Trust | Hill Wiremasters | $43,042,550 | 312 | $58,612 |
| Bell Flavors and Fragrances, Inc. Retirement Savings and Profit Sharing Plan | Bell Flavors & Fragrances | $38,731,216 | 412 | $85,895 |
| BSC Acquisition Sub, LLC 401(k) Savings Plan | BSC Acquisition Sub | $28,759,670 | 280 | $133,500 |
| Mars Electric Company 401(k) Savings Plan | Mars Electric | $20,217,685 | 234 | $0 |
| Valvtechnologies EE'S 401(k) PS Plan | Valvtechnologies | $17,524,950 | 334 | $40,516 |
| Building Industry Association 401(k) Plan | Building Industry Association of Clark County | $11,931,981 | 293 | $29,591 |
| H.Y.B., Inc. DBA Harper's Retirement Program | H.Y.B. Inc. DBA Harper's | $10,767,612 | 354 | $28,389 |
| Kama'aina Care 401(k) Retirement Plan | Kama'aina Care | $7,498,961 | 455 | $19,257 |
| First Care Health Center 401(k) Profit Sharing Plan | PR Health | $7,341,952 | 203 | $35,676 |
| Dicello Levitt LLP 401(k) | Dicello Levitt | $7,257,772 | 174 | $16,499 |
| Emerald Transformer 401(k) Plan | VPG Transformers Group | $7,257,622 | 211 | $27,043 |
| United FP Management, LLC 401(k) Plan | United FP Management | $6,772,557 | 233 | $29,464 |
| Grand Prairie Foods 401(k) Plan | Grand Prairie Foods | $3,608,695 | 152 | $10,124 |
| Vision Hospitality Group 401(k) Plan | Vision Hospitality Group | $3,318,330 | 150 | $6,015 |
| Providence Health Care Retirement Savings Plan | Providence Health Care | $1,343,826 | 83 | $6,460 |
| KIA of Lagrange 401(k) Plan | Plant City Automotive Inc DBA KIA of Lagrange | $1,196,277 | 94 | $828 |
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.