Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 19 in 2023
Providers › Regions Bank DBA Regions Trust
Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 19 in 2023
Assets of those plans
$881,242,561
0.01% 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
$642,803
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.
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 15 |
| 25 | Trustee (directed) | 2 |
| 99 | Other fees | 2 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Globe Life Inc. Savings and Investment Plan | Globe Life | $258,543,644 | 2,756 | $29,413 |
| Ahead, Inc. 401(k) Plan | Ahead | $176,270,988 | 2,037 | $128,797 |
| Diodes Incorporated 401(k) Plan and Trust | Diodes | $127,472,136 | 616 | $55,000 |
| Tractor & Equipment Co. 401(k) PL. | Tractor & Equipment | $83,888,580 | 1,003 | $81,095 |
| Green Clinic Savings and Profit Sharing Plan | Green Clinic Management | $49,941,410 | 694 | $75,514 |
| Heart to Heart Hospice 401(k) Plan | Heart to Heart Hospice Holdings | $24,478,282 | 627 | $34,418 |
| Nashville Predators Hockey Club 401(k) Profit Sharing Plan | Nashville Predators Hockey Club | $24,402,171 | 408 | $9,922 |
| American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan | Globe Life | $24,365,842 | 298 | $2,432 |
| Strata Solar 401(k) Plan | Strata Solar | $22,626,694 | 0 | $26,969 |
| Peoples Community Health Clinic, Inc. 401(k) Profit Sharing Plan | Peoples Community Health Clinic | $18,385,856 | 185 | $41,527 |
| General Services Corporation 401(k) Plan | Icafs Inc. D/B/A General Services | $17,132,856 | 361 | $23,839 |
| Synergy Equipment 401(k) Plan | Synergy Rents | $15,975,442 | 622 | $41,273 |
| Ivan Smith Furniture Company, LLC 401(k) Plan | Ivan Smith Furniture | $11,549,724 | 179 | $23,590 |
| John Ed Chambers Memorial Hospital 401(k) Plan | John Ed Chambers Memorial Hospital | $9,726,670 | 173 | $28,764 |
| Sdac 401(k) Plan | South Dade Air Conditioning & Refrigeration Inc. DBA Sdac | $6,674,468 | 306 | $7,579 |
| Dynamic Equipment 401(k) Plan | Mascap Dealer Holdings LLC DBA Dynamic Equipment | $5,436,327 | 142 | $14,434 |
| Sunrise Management Group 401(k) Safe Harbor Plan | Sunrise Management Group | $3,900,992 | 127 | $15,798 |
| Howard Industries, Inc. Employees' Retirement Services Plan | Howard Industries | $470,479 | 0 | $2,439 |
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.