Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › Raymond James Financial.
Raymond James Financial.
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $159,850
Assets of those plans
$104,530,353
0.00% 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
$159,850
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) | 8 |
| 50 | Direct payment from the plan | 5 |
| 26 | Investment advisory (participants) | 2 |
| 28 | Investment management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Pinnacle Exhibits 401(k) Plan | Pinnacle Exhibits | $30,485,325 | 372 | $30,816 |
| Dothan Pediatric Clinic, P.A. Profit Sharing Plan | Dothan Pediatric Clinic | $16,101,336 | 110 | $8,803 |
| Therm-omega-tech, Inc. 401(k) Plan | Therm-omega-tech | $13,680,604 | 203 | $11,506 |
| Mckinnon and Harris 401(k) Profit Sharing Plan | Mckinnon and Harris | $10,083,649 | 176 | $27,340 |
| J & J Exterminating Co., Inc. 401(k) PS Plan | J & J Exterminating | $8,057,553 | 460 | $20,362 |
| TPC 401(k) Retirement Plan | Textile Printing | $7,578,937 | 93 | $10,547 |
| Community Bank 401(k) Retirement Plan | Community Bank | $6,012,857 | 81 | $11,508 |
| C-dive LLC 401(k) P/S Plan | C-dive | $5,979,788 | 378 | $19,308 |
| R.L. Jordan Oil Company of NC, Inc. 401(k) | R.L. Jordan Oil Company of NC | $5,521,952 | 333 | $13,797 |
| Antelope Valley Domestic Violence Council Retirement Plan | Antelope Valley Domestic Violence Council | $1,028,352 | 131 | $5,863 |
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.