Plans listing this provider
17
0.03% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › Retirement Solutions Specialists
Retirement Solutions Specialists
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $128,268
Assets of those plans
$342,849,796
0.00% 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
$128,268
76% 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 | 12 |
| 49 | Other services | 5 |
| 27 | Investment advisory (plan) | 1 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Fullsteam Personnel LLC 401(k) Plan | Fullsteam Personnel | $61,820,748 | 1,724 | $0 |
| GTE Federal Credit Union 401(k) Retirement Plan | GTE Federal Credit Union | $61,320,910 | 661 | $43,422 |
| Diploma Holdings, Inc. 401(k) Plan | Diploma Holdings | $46,816,298 | 862 | $16,469 |
| Foundation Partners Group, LLC Retirement Savings Plan | Foundation Partners Group | $31,598,119 | 1,406 | $0 |
| Revalize, Inc. 401(k) Plan | Revalize Software | $25,851,311 | 334 | $0 |
| Southeast Orthopedic Specialists 401(k) Plan and Trust | Southeast Orthopedic Specialists | $25,396,828 | 198 | $3,375 |
| Lotspeich Co. of Florida, Inc. 401(k) Profit Sharing Plan | Lotspeich Co. of Florida | $22,342,717 | 142 | $4,259 |
| ICI Homes Residential Holdings LLC 401(k) Savings Plan | ICI Homes Residential Holdings | $20,697,286 | 283 | $0 |
| Action Enterprise 401(k) Plan | Action Enterprise Holdings | $15,882,615 | 304 | $11,277 |
| Brandt Information Services Retirement Plan | Brandt Information Services | $8,977,189 | 319 | $8,564 |
| Trailer Bridge, Incorporated Retirement Savings Plan | Trailer Bridge | $8,541,225 | 292 | $8,665 |
| CHHJ Franchising, L.L.C. 401(k) Plan | CHHJ Franchising | $5,080,890 | 295 | $10,688 |
| Peter Boulware Toyota 401(k) Plan | Bobbin Trace Automotive LLC DBA Peter Boulware Toyota | $3,614,941 | 151 | $13,715 |
| Mahaffey Apartment Company 401(k) Plan | Mahaffey Apartment | $3,186,476 | 425 | $2,571 |
| Saela 401(k) Plan | E Entities | $1,126,314 | 73 | $3,515 |
| Parker Services, Inc. 401(k) Profit Sharing Plan and Trust | Parker Services | $416,102 | 110 | $1,448 |
| Food for Less LLC 401(k) Plan | Food for Less | $179,827 | 243 | $300 |
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.