Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › Retirement Plan Consultants
Retirement Plan Consultants
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $321,550
Assets of those plans
$557,087,879
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
13
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$321,550
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 |
|---|---|---|
| 64 | Recordkeeping fees | 13 |
| 15 | Recordkeeping and information management | 12 |
| 65 | Account maintenance fees | 9 |
| 63 | Distribution (12b-1) fees | 8 |
| 50 | Direct payment from the plan | 7 |
| 16 | Consulting (general) | 6 |
| 59 | Shareholder servicing fees | 6 |
| 14 | Plan administrator | 5 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Accentcare 401(k) Retirement Savings Plan | Accentcare | $355,153,133 | 38,174 | $22,975 |
| Newmeyer & Dillion Employee 401(k) Savings Planrecordkeeper | Newmeyer & Dillion | $43,517,296 | 134 | $40,982 |
| Apercen Partners 401(k) Planrecordkeeper | Apercen Partners | $35,784,097 | 467 | $5,675 |
| D'arcangelo & Co., LLP 401(k) Profit Sharing Planrecordkeeper | D'arcangelo | $30,410,806 | 135 | $41,809 |
| Adult and Pediatric Urology P.C. Retirement Planrecordkeeper | Adult and Pediatric Urology | $15,236,679 | 116 | $21,222 |
| Alliance Executive Search, LLC 401(k) Profit Sharing Planrecordkeeper | Alliance Executive Search | $14,549,796 | 191 | $21,587 |
| Cosmos Corporation 401(k) Profit Sharing Planrecordkeeper | Cosmos | $12,304,962 | 210 | $27,690 |
| Fairbanks Native Association Profit Sharing Planrecordkeeper | Fairbanks Native Association | $11,446,764 | 261 | $30,154 |
| Trimetrix, Inc. 401(k) Planrecordkeeper | Trimetrix | $11,147,318 | 145 | $26,155 |
| 31ST Street Capital Retirement Planrecordkeeper | 31ST Capital | $8,220,098 | 185 | $19,186 |
| Colorofchange.org 401(k) Planrecordkeeper | Colorofchange.org | $5,946,922 | 124 | $29,422 |
| MM Packaging Product Inc. 401(k) Profit Sharing Planrecordkeeper | MM Packaging Product | $5,835,669 | 131 | $16,371 |
| Alta Ski Lifts Company Retirement Planrecordkeeper | Alta Ski Lifts Company DBA Alta Ski Area | $4,805,920 | 188 | $6,807 |
| National Rarities LLC 401(k) Planrecordkeeper | National Rarities | $2,728,419 | 211 | $11,515 |
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.