Plans listing this provider
24
0.04% of the 56,420 plans with Schedule H financials; 25 in 2023
Providers › Retirement Plan Concepts & Services
Retirement Plan Concepts & Services
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $290,410
Assets of those plans
$556,310,540
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$290,410
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 |
|---|---|---|
| 13 | Contract administrator | 16 |
| 49 | Other services | 6 |
| 64 | Recordkeeping fees | 2 |
| 50 | Direct payment from the plan | 1 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Cooper Farms Retirement Plan | Cooper Hatchery | $129,973,704 | 1,880 | $43,413 |
| BMWC Constructors, Inc. Profit Sharing Plan | BMWC Constructors | $80,971,104 | 382 | $9,135 |
| Best-one Tire & Service 401(k) MEP | Zurcher Tire | $57,195,534 | 1,042 | $82,735 |
| Gibson Insurance Agency, Inc. 401(k) Plan | Gibson Insurance Agency | $38,114,710 | 246 | $20,777 |
| Ascension Property Services, LLC Retirement Readiness 401(k) Plan | Ascension Property Services | $20,573,324 | 920 | $0 |
| Beer & Slabaugh, Inc. Deferred Profit Sharing 401(k) Plan | Beer & Slabaugh | $19,448,623 | 120 | $8,315 |
| Khorporate Holdings, Inc. Employees' Retirement Savings Plan | Khorporate Holdings | $18,771,604 | 206 | $26,515 |
| 80/20, LLC Retirement Readiness 401(k) Plan | 80/20 | $18,234,218 | 290 | $0 |
| Auburn Gear, LLC 401(k) Plan | Auburn Gear | $18,189,891 | 194 | $8,081 |
| Glenbrook Automotive Group 401(k) Plan | Glenbrook Dodge | $15,863,316 | 268 | $18,156 |
| Master Spas, LLC 401(k) Plan | Master Spas | $15,591,120 | 336 | $7,662 |
| The Papers, Inc. 401(k) Retirement Plan | Papers | $13,978,348 | 145 | $1,770 |
| Mike Anderson Chevrolet of Merrillville 401(k) Plan | Mike Anderson Chevrolet of Merrillville | $13,247,429 | 123 | $0 |
| United Midwest Savings Bank 401(k) Plan | United Midwest Savings Bank | $12,977,395 | 172 | $8,575 |
| Chariot Auto Retirement Readiness 401(k))planrecordkeeper | Button Motors | $12,630,572 | 210 | $19,920 |
| Continental Diamond Tool Corporation Retirement Readiness 401(k) Plan | Continental Diamond Tool | $12,228,996 | 139 | $0 |
| Green Leaf, Inc. 401(k) Retirement Planrecordkeeper | Green Leaf | $10,977,883 | 139 | $2,700 |
| Niblock Excavating, Inc. 401(k) Profit Sharing Plan | Niblock Excavating | $9,508,782 | 134 | $0 |
| Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust | Loch Harbour Group | $8,688,033 | 149 | $7,940 |
| Spitrex Orthopedics 401(k) Plan | Culver Tool & Engineering | $7,749,193 | 180 | $5,287 |
| Reliable PMW 401(k) Plan | Reliable Tool & Machine | $5,648,237 | 129 | $1,200 |
| Metalx, LLC 401(k) Plan | Metalx | $5,383,012 | 182 | $10,229 |
| Michiana Contracting, Inc. 401(k) Profit Sharing Plan | Michiana Contracting | $5,319,789 | 246 | $1,775 |
| WEG Electric Corp. Retirement Readiness 401(k) Plan | WEG Electric | $5,045,723 | 319 | $6,225 |
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.