Plans listing this provider
70
0.12% of the 56,420 plans with Schedule H financials; 79 in 2023
Providers › RBC Capital Markets LLC
RBC Capital Markets LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $2,463,681
Assets of those plans
$5,488,035,042
0.07% 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
$2,463,681
80% 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) | 54 |
| 55 | Other commissions | 9 |
| 50 | Direct payment from the plan | 8 |
| 16 | Consulting (general) | 5 |
| 26 | Investment advisory (participants) | 2 |
| 99 | Other fees | 2 |
| 17 | Consulting (pension) | 1 |
| 22 | Insurance agents and brokers | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Trader Joe's Company Retirement Plan | Trader Joe's | $3,202,630,979 | 45,337 | $300,000 |
| Orgill, Inc. 401(k) Plan | Orgill | $275,283,986 | 3,059 | $50,000 |
| Wilmington Health, PLLC Retirement Plan | Wilmington Health | $166,341,080 | 1,471 | $20,331 |
| Electrical Consultants Inc Profit Sharing Plan | Electrical Consultants | $142,920,226 | 1,151 | $35,000 |
| Allen Lund Company, LLC 401(k) Profit Sharing Plan | Allen Lund | $121,676,108 | 785 | $106,343 |
| Aldridge Group, LLC 401(k) Retirement Plan | Aldridge Group | $116,843,022 | 625 | $77,147 |
| Sid Dillon 401(k) Plan | Sid Dillon Chevrolet-fremont | $109,258,253 | 701 | $0 |
| Geoengineers, Inc. 401(k) Profit Sharing Plan | Geoengineers | $89,223,878 | 487 | $48,991 |
| Gelson's Markets 401(k) Plan | Arden Group | $80,326,604 | 298 | $31,998 |
| Sandhills 401(k) Plan | Sandhills Global | $78,012,254 | 556 | $74,586 |
| L & J.G. Stickley, Inc. 401(k) Salary Savings Plan | L & J.G. Stickley | $53,406,506 | 593 | $15,111 |
| Advanced Composites, Inc. 401(k) Retirement Plan | Advanced Composites | $53,155,058 | 839 | $80,979 |
| Black Hills Surgical Hospital 401(k) and Profit Sharing Plan | Black Hills Surgical Hospital | $50,986,991 | 596 | $69,866 |
| Sycamores 401(k) Plan | Sycamores | $48,452,604 | 686 | $65,908 |
| H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan | Wills Group | $45,824,889 | 1,076 | $20,000 |
| California Insurance Guarantee Association 401(k) Plan | California Insurance Guarantee Association | $40,655,943 | 166 | $55,982 |
| Calabrio, Inc. Retirement Plan | Calabrio | $38,375,257 | 501 | $67,990 |
| Sheet Metal Workers Local No 124 Supplemental Retirement | Joint Board of Trustees - Sheet Metal Local 124 | $37,893,558 | 456 | $40,000 |
| Safe Federal Credit Union 401(k) Plan | Safe Federal Credit Union | $37,703,251 | 375 | $49,669 |
| Murchison & Cumming LLP 401(k) Profit Sharing Plan | Murchison & Cumming | $37,681,715 | 179 | $52,024 |
| Perlo Construction Group Retirement Plan | Perlo Construction Group | $36,046,610 | 137 | $41,163 |
| Xeris Pharmaceuticals, Inc. 401(k) Plan | Xeris Pharmaceuticals | $35,789,748 | 504 | $18,991 |
| Gray Matter Systems, LLC 401(k) Profit Sharing Plan and Trust | Gray Matter Systems | $32,414,194 | 268 | $68,470 |
| The Lakeland Companies Employees' Profit Sharing Plan | Leeco Support Services | $31,406,863 | 291 | $39,700 |
| Reinders, Inc. 401(k) Profit Sharing Plan | Reinders | $30,929,779 | 283 | $66,328 |
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.