Plans listing this provider
125
0.22% of the 56,420 plans with Schedule H financials; 144 in 2023
Providers › Resources Investment Advisors, LLC
Plans listing this provider
125
0.22% of the 56,420 plans with Schedule H financials; 144 in 2023
Assets of those plans
$4,846,102,512
0.06% 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
$3,095,842
99% 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 |
|---|---|---|
| 28 | Investment management | 102 |
| 27 | Investment advisory (plan) | 25 |
| 50 | Direct payment from the plan | 15 |
| 16 | Consulting (general) | 2 |
| 26 | Investment advisory (participants) | 1 |
| 99 | Other fees | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Wayne-sanderson Farms 401(k) Retirement Plan | Wayne Farms | $595,708,288 | 27,979 | $860,697 |
| Mosaic Health System 401(k) Retirement Plan | Mosaic Health System | $453,248,701 | 5,800 | $67,504 |
| O.C. Tanner Retirement & Savings Plan | O.C. Tanner | $345,854,005 | 1,879 | $54,346 |
| OSI Systems, Inc. 401(k) Savings Plan | OSI Systems | $269,774,045 | 1,691 | $16 |
| Gresham Smith Employee Savings and Profit Sharing Plan | Gresham Smith | $224,706,871 | 1,449 | $228 |
| Akumin 401(k) Plan | Akumin | $163,549,458 | 4,333 | $169,369 |
| Engineered Floors, LLC 401(k) Plan | Engineered Floors | $124,346,552 | 1,795 | $43,452 |
| Genting USA 401(k) Plan | Resorts World Las Vegas | $123,677,358 | 6,652 | $181,605 |
| QSC, LLC 401(k) Retirement Savings Plan | QSC | $119,421,071 | 770 | $16,162 |
| Safe Credit Union 401(k) Profit-sharing Plan | Safe Credit Union | $97,136,680 | 917 | $28,187 |
| Instructure, Inc. 401(k) Plan | Instructure Parent | $91,025,571 | 1,904 | $39,779 |
| Icapital Network, Inc. 401(k) Plan | Icapital Network | $85,401,887 | 1,348 | $83,178 |
| LTS Lohmann Therapy Systems Corp. 401(k) Retirement Plan | LTS Lohmann Therapy Systems | $66,965,454 | 400 | $127,045 |
| Hunsaker & Associates Irvine, Inc. Profit Sharing Plan | Hunsaker & Associates Irvine | $65,114,076 | 235 | $2,568 |
| Batescarey LLP Profit Sharing Plan and Trust With Cash OR Deferred 401(k) Features | Batescarey | $61,722,919 | 128 | $2,686 |
| Fidelity Companies Employee Retirement Plan | Fidelity Bank | $57,151,765 | 576 | $79,791 |
| Nash Johnson & Sons' SVGS & RET Plan | Nash Johnson & Sons' Farm | $57,019,969 | 2,788 | $15,281 |
| W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan | W.D. Larson Companies | $55,401,230 | 946 | $40,000 |
| North Sails Group,llc 401(k) Plan | North Sails Group LLC 401(k) Plan | $49,810,063 | 293 | $40,000 |
| Lodge Manufacturing Company Deferred Profit Sharing Plan | Lodge Manufacturing | $46,308,726 | 609 | $20,282 |
| Robinson Manufacturing Company Savings Plan | Robinson Manufacturing | $45,990,007 | 323 | $3,615 |
| DENSO Ten America Limited 401(k) Shared Savings Plan | DENSO Ten America | $39,621,828 | 278 | $13,107 |
| Weave 401(k) Plan | Weave Communications | $38,777,819 | 980 | $21,800 |
| Ascendis Pharma 401(k) Plan | Ascendis Pharma | $37,886,024 | 479 | $3,995 |
| Packsize 401(k) Plan | Packsize | $37,612,862 | 734 | $15,550 |
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.