Plans listing this provider
228
0.40% of the 56,420 plans with Schedule H financials; 232 in 2023
Providers › RBC Wealth Management
RBC Wealth Management
- Service provider, as named on Schedule C
- EIN 411416330
- Plan year 2024
- Direct compensation reported $10,074,605
Assets of those plans
$72,326,332,381
0.93% of all Schedule H plan assets
Plans where it is the recordkeeper
24
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$10,074,605
79% 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) | 148 |
| 99 | Other fees | 56 |
| 50 | Direct payment from the plan | 54 |
| 26 | Investment advisory (participants) | 52 |
| 49 | Other services | 34 |
| 15 | Recordkeeping and information management | 24 |
| 21 | Trustee (bank, trust company or similar) | 24 |
| 64 | Recordkeeping fees | 23 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| IBM 401(k) Plan | International Business Machines | $60,393,556,150 | 147,543 | $2,372,860 |
| F5, Inc. 401(k) Profit Sharing Plan and Trust | F5 | $1,065,433,898 | 4,135 | $70,000 |
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $0 |
| Buildwise | Plan Professionals | $650,180,984 | 11,503 | $15,283 |
| Proliance Surgeons, Inc., P.S. 401(k) Profit Sharing Plan and Trust | Proliance Surgeons Inc. P.S. | $516,800,576 | 2,853 | $125,000 |
| The Iowa Clinic 401(k) Profit Sharing Plan | Iowa Clinic | $328,901,653 | 1,794 | $20,024 |
| CP 401(k) Savings Plan | Soo Line Railroad | $298,695,445 | 3,501 | $99,811 |
| Kuka Retirement Savings Plan | Kuka Systems North America | $221,666,450 | 1,608 | $0 |
| SMC Corporation Retirement Savings Plan | SMC Corporation of America | $189,373,877 | 2,076 | $126,852 |
| Fidelity & Guaranty Life 401(k) Plan | Fidelity & Guaranty Life Business Services | $177,201,159 | 1,574 | $50,000 |
| Whitman, Requardt & Associates, LLP 401(k) Plan | Whitman Requardt & Associates | $174,331,881 | 1,081 | $40,000 |
| Insurity, LLC. 401(k) Retirement Savings Plan | Insurity | $158,076,186 | 905 | $79,998 |
| Pursuit Aerospace 401(k) Plan | PPW Aero Buyer Inc. D/B/A Pursuit Aerospace | $153,425,986 | 2,344 | $42,925 |
| IBEW Local Union No. 520 Annuity Plan | Board of Trustees of IBEW Local Union No. 520 Annuity Trust Fund | $138,410,348 | 4,683 | $75,000 |
| Shannon & Wilson, Inc. PS Retirement & 401(k) Plan and Trust | Shannon & Wilson | $129,947,147 | 556 | $48,750 |
| Cabell Huntington Hospital, Inc. Non-bargaining 401(k) Retirement Plan | Cabell Huntington Hospital | $125,088,188 | 2,573 | $0 |
| Macdonald-miller Facility Solutions, LLC 401(k) Plan | Macdonald-miller Facility Solutions | $124,001,016 | 709 | $85,642 |
| Tricore Reference Laboratories 401(k) Plan | Tricore Reference Laboratories | $117,091,399 | 2,039 | $50,000 |
| Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust | Heritage Financial | $112,191,768 | 892 | $75,000 |
| FGI Group 401(k) Plan | FGI Group | $107,560,754 | 636 | $70,000 |
| Western Washington Medical Group 401(k) Retirement Plan and Trust | Western Washington Medical Group Inc. P.S. | $106,045,042 | 548 | $56,068 |
| Lallemand USA 401(k) Savings Plan | Lallemand USA | $102,193,540 | 757 | $79,735 |
| Smalley USA 401(k) Retirement Savings Plan | Smalley Steel Ring | $100,103,461 | 762 | $69,091 |
| Emerald Queen Casino 401(k) Plan | Emerald Queen Hotel & Casinos | $99,935,514 | 1,430 | $65,525 |
| UFCW Local 1776 & Participating Employers Retirement and Savings Plan | UFCW Local 1776 & Participating Employer Retirement and Savings Plan | $99,453,068 | 10,026 | $18,000 |
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.