Plans listing this provider
32
0.06% of the 56,420 plans with Schedule H financials; 41 in 2023
Providers › Rocaton Investment Advisors, LLC
Rocaton Investment Advisors, LLC
- Service provider, as named on Schedule C
- EIN 043638035
- Plan year 2024
- Direct compensation reported $2,393,383
Assets of those plans
$43,856,990,715
0.56% 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
$2,393,383
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 |
|---|---|---|
| 27 | Investment advisory (plan) | 20 |
| 50 | Direct payment from the plan | 8 |
| 16 | Consulting (general) | 6 |
| 28 | Investment management | 5 |
| 51 | Investment management fees paid directly by plan | 2 |
| 70 | Consulting fees | 2 |
| 26 | Investment advisory (participants) | 1 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Liberty Mutual 401(k) Plan | Liberty Mutual Group | $11,352,606,499 | 48,718 | $371,539 |
| KPMG 401(k) Capital Accumulation Plan | TL Ventures IV | $10,492,716,824 | 54,737 | $257,697 |
| Xerox Corporation Savings Plan | Xerox | $3,976,943,000 | 18,748 | $234,781 |
| Northwell Health 401(k) Plan | Developing Innovators Private Credit Fund | $1,850,622,321 | 43,550 | $11,636 |
| Saint-gobain Corporation 401(k) Plan for Salaried Employees | Saint-gobain | $1,835,823,301 | 9,526 | $8,873 |
| The Mathworks 401(k) Retirement Plan | Mathworks | $1,798,430,908 | 5,108 | $105,484 |
| Akamai Technologies, Inc. 401(k) Plan | Akamai Technologies | $1,439,539,569 | 5,454 | $21,000 |
| Hologic, Inc. Savings and Investment Plan | Hologic | $1,185,648,527 | 6,713 | $67,459 |
| Otsuka America 401(k) Savings Plan | Otsuka America Pharmaceutical | $1,116,965,944 | 4,364 | $85,500 |
| Tegna 401(k) Savings Plan | TEGNA | $995,406,171 | 9,673 | $74,782 |
| Albemarle Corporation Retirement Savings Plan | Albemarle | $960,855,761 | 3,779 | $110,927 |
| Huntsman Salary Deferral Plan | Huntsman International | $783,824,634 | 2,805 | $75,000 |
| Venable LLP 401(k) Plan | Venable | $765,818,808 | 2,401 | $71,545 |
| Saint-gobain Corporation 401(k) Plan for Hourly Employees | Saint-gobain | $737,467,993 | 10,113 | $8,873 |
| BJ'S Wholesale Club, Inc. 401(k) Savings Plan | BJS Wholesale Club | $661,051,435 | 15,178 | $68,703 |
| Netscout Systems, Inc. 401(k) Plan | Netscout Systems | $645,063,132 | 1,965 | $69,761 |
| Power Profit Sharing 401(k) Plan | Power Engineers | $591,565,716 | 4,416 | $79,236 |
| The Broad Institute, Inc. 401(k) Retirement Plan | Broad Institute | $475,932,194 | 4,123 | $111,185 |
| Fanatics 401(k) Retirement Plan | Fanatics Holdings | $364,426,819 | 6,898 | $50,000 |
| Forrester Research, Inc. 401(k) Plan & Trust | Forrester Research | $357,547,204 | 2,047 | $25,841 |
| La-z-boy Incorporated Retirement Savings Plan | La-z-boy | $351,278,406 | 10,160 | $93,174 |
| CRA International 401(k) Plan | CRA International | $334,439,367 | 1,742 | $81,915 |
| Wellpower 401(k) Savings and Retirement Plan | Motrex | $214,394,279 | 2,946 | $24,140 |
| Medallia, Inc. 401(k) Plan | Medallia | $212,677,184 | 1,898 | $41,250 |
| Savings Plan of Xerox Corporation and the Xerographic DIV Rochester Regional Joint Board | Xerox | $103,271,000 | 777 | $6,044 |
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.