Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › RPA Financial LLC
RPA Financial LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $436,670
Assets of those plans
$423,484,498
0.01% 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
$436,670
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) | 10 |
| 50 | Direct payment from the plan | 2 |
| 16 | Consulting (general) | 1 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| White River Health System 401(k) Plan | White River Health System | $104,797,100 | 1,193 | $18,000 |
| Investors Title Company and Affiliates 401(k) Plan | Investors Title Insurance | $72,958,940 | 823 | $99,588 |
| Gentherm Retirement Savings Plan | Gentherm | $61,750,176 | 779 | $60,000 |
| Southern Champion Tray, LP 401(k) Savings and Retirement Plan | Southern Champion Tray L P | $55,403,612 | 1,192 | $4,822 |
| American Incorporated 401(k) Plan | American | $38,023,279 | 574 | $63,947 |
| Blue Trust Inc. Retirement Plan | Blue Trust | $36,293,414 | 475 | $53,272 |
| Harger Employee Savings & Retirement Plan | Harger | $15,017,914 | 198 | $32,659 |
| CFSS 401(k) Plan | Child & Family Support Services | $9,512,340 | 204 | $28,500 |
| State Bank 401(k) Plan | State Bank | $8,777,797 | 124 | $11,399 |
| Bestway Rental, Inc. 401(k) Plan | Bestway Rental | $8,721,282 | 117 | $23,299 |
| Arcadia Chair Company 401(k) Profit Sharing Plan | Arcadia Chair | $6,127,088 | 208 | $22,420 |
| Palmer Logistics 401(k) Plan | Palmer Distribution Services | $6,101,556 | 152 | $18,764 |
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.