Plans listing this provider
43
0.08% of the 56,420 plans with Schedule H financials; 45 in 2023
Providers › Retirement Solutions Specialists
Retirement Solutions Specialists
- Service provider, as named on Schedule C
- EIN 270293282
- Plan year 2024
- Direct compensation reported $509,038
Assets of those plans
$807,993,085
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
5
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$509,038
86% 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 | 32 |
| 49 | Other services | 12 |
| 99 | Other fees | 6 |
| 15 | Recordkeeping and information management | 5 |
| 37 | Participant loan processing | 5 |
| 50 | Direct payment from the plan | 5 |
| 64 | Recordkeeping fees | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Guidepoint Security, LLC 401(k) Plan | Guidepoint Security | $71,004,669 | 1,066 | $20,815 |
| Metrohm USA, Inc. and Its Affiliated Companies 401(k) Plan | Brinkmann Instruments Inc. DBA Metrohm USA | $58,071,786 | 475 | $16,224 |
| Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust | Knowbe4 | $57,206,468 | 1,080 | $0 |
| Eye Health America 401(k) Plan | Eye Health America | $45,309,978 | 1,373 | $69,330 |
| Sangoma US Inc. 401(k) Plan | Sangoma US | $40,038,526 | 555 | $25,727 |
| Bush Ross, P.A. 401(k) Profit Sharing Plan | Bush Ross | $37,385,702 | 131 | $0 |
| Vispero 401(k) Plan | Freedom Scientific | $31,943,454 | 324 | $5,155 |
| John J Jerue Truck Broker, Inc. 401(k) Profit Sharing Plan | John J Jerue Truck Broker | $25,155,611 | 165 | $11,948 |
| Thomas Howell Ferguson, P.A. 401(k) Plan | Thomas Howell Ferguson | $24,973,272 | 0 | $2,372 |
| The Orthomerica Products, Inc. 401(k) Retirement Savings Plan | Orthomerica Products | $23,145,291 | 248 | $0 |
| Intelident Solutions, Inc. 401(k) Plan | Intelident Solutions | $22,876,805 | 883 | $53,792 |
| Teamviewer 401(k) Plan | Teamviewer US | $21,852,003 | 345 | $10,891 |
| American Integrity 401(k) Plan | American Integrity Insurance Group | $20,211,430 | 296 | $14,433 |
| Deepwatch, Inc. 401(k) Plan | Deepwatch | $20,163,135 | 406 | $13,895 |
| Motivus, LLC 401(k) Plan | Motivus | $20,017,282 | 236 | $13,294 |
| Barfield, Inc. 401(k) Savings Plan | Barfield | $19,988,197 | 451 | $20,346 |
| Loyal Source Government Services 401(k) Plan | Loyal Source Government Services | $19,099,608 | 775 | $37,741 |
| Wilsonhcg, Inc. 401(k) Plan | Wilson Human Capital Group | $16,953,948 | 482 | $21,851 |
| Citrus Cardiology Consultants, PA Profit Sharing Plan | Citrus Cardiology Consultants | $16,845,930 | 207 | $7,466 |
| USG Management Services of Florida, Inc. 401(k) Plan | USG Management Services of Florida | $16,468,824 | 261 | $19,545 |
| Hurst Boiler & Welding Co., Inc. 401(k) Planrecordkeeper | Hurst Boiler & Welding | $16,302,608 | 226 | $11,175 |
| Vault Risk Management 401(k) Plan | Vault Risk Management Services | $15,896,330 | 258 | $9,142 |
| Optimum HIT LLC 401(k) Profit Sharing Plan & Trust | Optimum Healthcare IT | $14,478,735 | 339 | $8,028 |
| Technical Associates of Georgia, Inc. Retirement Plan | Technical Associates of Georgia | $14,282,052 | 113 | $2,115 |
| Centurion Auto Transport, Inc. 401(k) Plan | Centurion-eagle Auto Transport Inc. DBA Centurion Auto Transport | $13,211,675 | 235 | $16,169 |
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.