Plans listing this provider
19
0.03% of the 56,420 plans with Schedule H financials; 19 in 2023
Providers › RBC Wealth Management
RBC Wealth Management
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $633,994
Assets of those plans
$738,098,396
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$633,994
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) | 13 |
| 26 | Investment advisory (participants) | 10 |
| 50 | Direct payment from the plan | 7 |
| 28 | Investment management | 4 |
| 33 | Securities brokerage | 3 |
| 13 | Contract administrator | 2 |
| 51 | Investment management fees paid directly by plan | 2 |
| 52 | Investment management fees paid indirectly by plan | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Urology Group Retirement Plan | CUA Opco | $170,828,878 | 1,609 | $55,000 |
| IBEW Local Union No 252 DEF Contrib Plan 401(k) Plan | JT Board Trustees IBEW Local 252 | $143,062,358 | 1,068 | $92,836 |
| Minnesota Urology P.A. 401(k) Profit Sharing Plan | Minnesota Urology | $54,161,454 | 440 | $19,458 |
| Carolinas Pathology Group, P.A. Profit Sharing Plan | Carolinas Pathology Group | $49,102,608 | 166 | $6,242 |
| Mcmahon Associates, Inc. 401(k) Profit Sharing Plan | Mcmahon Associates | $37,208,978 | 126 | $22,712 |
| Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan | Orthopedic Surgeons of Wisconsin S.C. | $34,009,590 | 145 | $21,161 |
| Ortho Montana, PSC 401(k) Profit Sharing Plan | Ortho Montana | $30,134,622 | 139 | $8,715 |
| Community Health of Central Washington 401(k) Profit Sharing Plan | Community Health of Central Washington | $29,480,288 | 461 | $71,651 |
| Northstar Medical Management, Inc. 401(k) Profit-sharing Plan | Northstar Medical Management | $28,051,880 | 236 | $61,703 |
| Voce 401(k) Profit Sharing Plan | Voce | $26,055,497 | 443 | $57,815 |
| NDI Engineering Company 401(k) Profit Sharing Plan | NDI Engineering | $24,709,115 | 229 | $1,759 |
| Winchester Cardiology and Vascular Medicine, P. C. 401(k) Profit Sharing Planrecordkeeper | Winchester Cardiology & Vascular Medicine | $22,221,261 | 214 | $9,594 |
| Susquehanna Valley Women's Health Care 401(k) Plan | Susquehanna Valley Women's Health Care | $17,499,893 | 134 | $43,343 |
| Pro Flex Physical Therapy 401(k) Plan | Southern Maryland Hospital | $16,476,837 | 173 | $23,494 |
| Partners in Care 403(b) Plan | Partners in Care | $15,580,056 | 260 | $33,479 |
| Otis Products, Inc. 401(k) Safe Harbor Plan | Otis Products Inc. DBA Otis Technology | $13,180,605 | 124 | $38,341 |
| Madden Preprint Media, LLC 401(k) Plan | Madden Preprint Media | $10,621,304 | 209 | $27,071 |
| Gadabout, Inc. 401(k) Profit Sharing Plan | Gadabout | $8,223,754 | 205 | $34,564 |
| Prescryptive Health 401(k) Plan | Prescryptive Health | $7,489,418 | 135 | $5,056 |
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.