Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › Rothschild Investment Corp
Rothschild Investment Corp
- Service provider, as named on Schedule C
- EIN 362708660
- Plan year 2024
- Direct compensation reported $577,834
Assets of those plans
$3,540,677,140
0.05% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$577,834
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) | 7 |
| 26 | Investment advisory (participants) | 4 |
| 50 | Direct payment from the plan | 4 |
| 99 | Other fees | 2 |
| 15 | Recordkeeping and information management | 1 |
| 16 | Consulting (general) | 1 |
| 17 | Consulting (pension) | 1 |
| 19 | Custodial (securities) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| DLA Piper LLP (US) Profit Sharing and 401(k) Savings Plan | Piper & Marbury | $1,740,983,860 | 4,151 | $40,079 |
| Honigman LLP Income Deferral and Profit Sharing Plan | Honigman | $401,518,769 | 925 | $11,600 |
| Hinshaw & Culbertson LLP Retirement Savings and 401(k) Plan | Hinshaw & Culbertson | $371,303,431 | 828 | $49,805 |
| Employees Profit Sharing 401(k) Plan of Alfred Benesch & Company | Alfred Benesch | $336,316,711 | 1,563 | $42,500 |
| Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan | Illinois Bone and Joint Institute | $286,984,388 | 2,999 | $116,127 |
| Sprout Social Retirement Plan | Sprout Social | $113,482,635 | 1,348 | $35,000 |
| Performance Trust Retirement Plan | PT Financial Holdings | $108,311,088 | 477 | $39,663 |
| General Kinematics Profit Sharing and Employee's 401(k) Savings Plan | General Kinematics | $50,529,466 | 311 | $22,048 |
| SDI Presence LLC 401(k) Plan | SDI Presence | $36,672,028 | 423 | $48,701 |
| Rising Medical Solutions, Inc. 401(k) Plan | Rising Holdings Inc. dba Rising Medical Solutions | $22,239,401 | 204 | $16,268 |
| Specialty Promotions, Inc. Retirement Plan | Specialty Promotions | $20,218,880 | 364 | $47,621 |
| The Merisant US, Inc. Employees' Savings and Retirement Plan | Merisant US | $19,116,421 | 126 | $18,199 |
| Aphena Pharma Solutions 401(k) Planrecordkeeper | Aphena Pharma Solutions Holdings | $14,067,516 | 283 | $56,038 |
| Tall Tree Foods, Inc. 401(k) Savings Plan | Tall Tree Foods | $10,343,947 | 169 | $11,646 |
| Soaren Management LLC 401(k) Profit Sharing Plan & Trust | Soaren Management | $5,212,207 | 110 | $11,634 |
| Chicago Urban League 401(k) Profit Sharing Plan & Trust | Chicago Urban League | $3,376,392 | 118 | $10,905 |
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.