Plans listing this provider
270
0.48% of the 56,420 plans with Schedule H financials; 305 in 2023
Providers › Raymond James Financial Services
Raymond James Financial Services
- Service provider, as named on Schedule C
- EIN 592937883
- Plan year 2024
- Direct compensation reported $6,855,550
Assets of those plans
$7,532,256,938
0.10% of all Schedule H plan assets
Plans where it is the recordkeeper
31
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$6,855,550
72% 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) | 128 |
| 99 | Other fees | 96 |
| 26 | Investment advisory (participants) | 67 |
| 50 | Direct payment from the plan | 49 |
| 15 | Recordkeeping and information management | 31 |
| 49 | Other services | 31 |
| 64 | Recordkeeping fees | 31 |
| 21 | Trustee (bank, trust company or similar) | 30 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| C&S and Affiliates 401(k) Savings Plan (a) | C&S Wholesale Grocers | $670,520,320 | 7,830 | $135,000 |
| Group Management Services, Inc. 401(k) Profit Sharing Plan & Trust | Group Management Services | $419,619,916 | 9,911 | $471,813 |
| Fast Enterprises, LLC Profit Sharing 401(k) Plan | Fast | $303,933,434 | 2,329 | $0 |
| Bank of Hope 401(k) Retirement Plan | Territorial Bancorp | $252,466,138 | 1,788 | $50,000 |
| New Belgium Brewing Company, Inc. 401(k) Plan | New Belgium Brewing | $197,069,153 | 1,603 | $47,134 |
| Olam America Employee Savings Plan | Olam Americas | $175,596,920 | 2,017 | $0 |
| Ennis Inc. 401(k) Plan | Ennis | $160,071,588 | 2,174 | $80,000 |
| The Longstreet Clinic, P. C. 401(k) Plan and Trust | Longstreet Clinic | $143,036,689 | 866 | $0 |
| Wasserman Media Group 401(k) Plan | Wasserman Media Group | $107,677,090 | 1,839 | $99,904 |
| ATS 401(k) Plan | ATS ESOP Holdings | $102,628,469 | 694 | $81,346 |
| Shoestring Valley Holdings Retirement Plan | Shoestring Valley Holdings | $101,340,960 | 465 | $46,916 |
| New Horizons 401(k) Planrecordkeeper | Soft Computer Consultants | $99,285,295 | 654 | $40,027 |
| JHT 401(k) Plan | Johnson Health Tech North America | $86,599,941 | 1,476 | $0 |
| Magnetar Capital LLC Profit Sharing and 401(k) Plan | Magnetar Capital | $85,363,570 | 293 | $37,500 |
| The S/l/a/m Collaborative, Inc. Investment Savings and Profit Sharing Plan | S/l/a/m Collaborative | $74,647,858 | 395 | $0 |
| Nature's Sunshine Products, Inc. Tax Deferred Retirement Plan | Nature’s Sunshine Products | $74,168,015 | 622 | $0 |
| Workman Nydegger, P.C. 401(k) Profit Sharing Plan | Workman Nydegger | $74,097,277 | 144 | $25,000 |
| Frontline Insurance Managers 401(k) Plan | Frontline Insurance Managers | $73,753,837 | 512 | $0 |
| Holland Residential, LLC 401(k) Plan | Holland Residential | $68,746,521 | 846 | $46,285 |
| Central Motor Wheel of America 401(k) Plan | Central Motor Wheel of America | $68,564,005 | 843 | $0 |
| Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust | Ledwell & Son Enterprises | $68,549,422 | 572 | $0 |
| I3 Verticals Management Services, Inc. 401(k) Plan | I3 Verticals Management Services | $67,433,920 | 968 | $115,039 |
| Northern Colorado Anesthesia Professionals, PLLC 401(k) Plan | Northern Colorado Anesthesia Professionals | $66,782,655 | 131 | $6,755 |
| The Walton Electric Membership Corporation 401(k) Plan | Walton Electric Membership | $66,521,775 | 285 | $129,535 |
| Colquitt EMC Retirement Plan | Colquitt Electric Membership | $62,496,587 | 203 | $132,712 |
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.