Plans listing this provider
23
0.04% of the 56,420 plans with Schedule H financials; 29 in 2023
Providers › Retirement Planners & Administrator
Retirement Planners & Administrator
- Service provider, as named on Schedule C
- EIN 621038805
- Plan year 2024
- Direct compensation reported $461,698
Assets of those plans
$421,217,273
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
4
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$461,698
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 |
|---|---|---|
| 13 | Contract administrator | 11 |
| 49 | Other services | 10 |
| 99 | Other fees | 8 |
| 50 | Direct payment from the plan | 8 |
| 17 | Consulting (pension) | 5 |
| 15 | Recordkeeping and information management | 4 |
| 10 | Accounting (including auditing) | 2 |
| 11 | Actuarial | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Florida Health Care Plan, Inc. 401(k) Planrecordkeeper | Florida Health Care Plan | $86,511,052 | 1,461 | $184,016 |
| AL Jazeera International (USA) 401(k) Retirement Plan | AL Jazeera International (USA) | $51,268,808 | 381 | $17,660 |
| Brailsford & Dunlavey, Inc. 401(k) Plan | Brailsford & Dunlavey | $44,928,191 | 437 | $16,667 |
| Crown Consulting, Inc. 401(k) Profit Sharing Plan | Crown Consulting | $25,785,890 | 263 | $18,721 |
| EJF Capital LLC 401(k) Profit Sharing Plan | EJF Capital | $22,863,855 | 118 | $2,100 |
| KT Enterprises, Inc. 401(k) Plan | KT Enterprises | $20,630,970 | 254 | $7,200 |
| Ourisman Automotive 401(k) Plan | Rockmont Motor Company T/A Ourisman Rockmont | $18,582,591 | 1,042 | $12,500 |
| Grady Management, Inc. 401(k) Savings Plan | Grady Management | $18,134,102 | 329 | $15,636 |
| Ampler Group 401(k) Plan | Ampler QSR | $14,885,002 | 534 | $24,028 |
| Thompson Hospitality 401(k) Profit Sharing Plan | Thompson Hospitality | $14,573,770 | 375 | $14,650 |
| Pressmen Local 72 401(k) Retirement Plan | Board of Trustees of the Pressmen Local 72 401(k) Retirement Plan | $13,581,125 | 260 | $12,832 |
| MES, Inc. 401(k) Planrecordkeeper | Manufacturing Engineering Systems | $10,959,928 | 349 | $7,923 |
| Carter Healthcare, LLC 401(k) and Profit Sharing Plan | Carter Healthcare | $10,924,300 | 502 | $20,708 |
| Kerecis, LLC 401(k) Plan | Kerecis | $10,351,785 | 594 | $1,450 |
| Bridgepoint Healthcare 401(k) Planrecordkeeper | Bridgepoint Healthcare | $8,438,348 | 416 | $31,691 |
| Chapel Valley Landscape Company 401(k) Plan | Chapel Valley Landscape | $8,405,248 | 335 | $10,350 |
| Spectrum Medical, Inc. Profit Sharing Retirement Plan | Spectrum Medical | $7,496,203 | 94 | $16,586 |
| Tripoint Solutions 401(k) Profit Sharing Plan | Tripoint Solutions | $6,551,929 | 170 | $9,421 |
| NVE, Inc. 401(k) Plan | NVE | $5,644,416 | 323 | $4,900 |
| Dynamic Service Solutions 401(k) Planrecordkeeper | Dynamic Service Solutions | $5,625,574 | 388 | $22,480 |
| Midland LLC Retirement Plan | Midland Industrial Service | $5,531,247 | 143 | $4,700 |
| ITC Defense Corp 401(k) Profit Sharing Plan | ITC Defense | $4,847,874 | 205 | $1,900 |
| The Covenant School 401(k) Plan | Covenant School | $4,695,065 | 130 | $3,579 |
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.