Plans listing this provider
86
0.15% of the 56,420 plans with Schedule H financials; 82 in 2023
Providers › RPA Financial LLC
Plans listing this provider
86
0.15% of the 56,420 plans with Schedule H financials; 82 in 2023
Assets of those plans
$3,487,000,301
0.04% of all Schedule H plan assets
Plans where it is the recordkeeper
10
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,640,500
92% 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.
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 70 |
| 50 | Direct payment from the plan | 30 |
| 99 | Other fees | 18 |
| 15 | Recordkeeping and information management | 10 |
| 21 | Trustee (bank, trust company or similar) | 10 |
| 49 | Other services | 10 |
| 64 | Recordkeeping fees | 10 |
| 26 | Investment advisory (participants) | 5 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Viasat, Inc. 401(k) Profit Sharing Plan | Viasat | $1,168,789,163 | 5,933 | $60,000 |
| Platinum Equity 401(k) Plan | Platinum Equity | $313,104,937 | 1,295 | $40,000 |
| U.S. Lumber Group, LLC 401(k) Plan | U.S. Lumber Group | $213,978,020 | 4,095 | $72,415 |
| Atlantic Corporation of Wilmington, Inc. 401(k) Profit Sharing Plan | Atlantic Corporation of Wilmington | $177,826,824 | 1,173 | $0 |
| Athens Services 401(k) Profit Sharing Plan | Athens Services | $121,947,028 | 2,127 | $101,320 |
| Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan | Haviland Enterprises | $119,083,259 | 336 | $37,207 |
| Fellowship of Christian Athletes Retirement/401(k) Plan | Fellowship of Christian Athletes | $118,086,680 | 3,168 | $0 |
| S&ME, Inc. 401(k) Plan | S&ME | $117,929,045 | 1,495 | $0 |
| Joe Gibbs Racing 401(k) Savings Plan | Joe Gibbs Racing | $80,776,221 | 601 | $73,429 |
| Lee Company 401(k) Plan | Lee | $68,725,381 | 1,565 | $49,983 |
| Choice Pooled Employer Plan III | Transamerica | $53,071,689 | 2,442 | $829 |
| Olympia Orthopaedic Associates, PLLC 401(k) Plan | Olympia Orthopaedic Associates | $52,829,979 | 482 | $11,662 |
| NYX, Inc. & Affiliates 401(k) Plan | NYX | $50,752,286 | 2,838 | $42,088 |
| Choice Pooled Employer Plan I | Transamerica | $47,173,881 | 3,641 | $36,959 |
| Inovar Packaging Group, LLC 401(k) Profit Sharing Planrecordkeeper | Inovar Packaging Group | $40,304,647 | 650 | $129,171 |
| Furnitureland South, Inc. 401(k) Plan | Furnitureland South | $38,753,798 | 420 | $33,688 |
| Diakonia Group, LLC 401(k) Profit Sharing Plan | Diakonia Group | $33,860,357 | 850 | $0 |
| Alliance Defending Freedom 401(k) Profit Sharing Plan | Alliance Defending Freedom | $31,106,398 | 369 | $34,984 |
| Regal Marine 401(k) Retirement Plan | Regal Marine Industries | $30,118,291 | 713 | $0 |
| Mountainone Financial, Inc 401(k) Plan | Mountainone Financial | $28,691,211 | 236 | $36,959 |
| Tavant Technologies 401(k) Planrecordkeeper | Tavant Technologies | $27,661,083 | 319 | $10,509 |
| Edifice, Inc. 401(k) Planrecordkeeper | Edifice | $26,646,221 | 208 | $57,465 |
| Williams Form Engineering Corporation 401(k) Plan | Williams Form Engineering | $25,664,698 | 285 | $34,988 |
| Mvva, Inc. Profit Sharing & 401(k) Plan | Michael Van Valkenburgh Associates | $23,372,368 | 160 | $4,740 |
| Aspen Medical Products, Inc. 401(k) Plan | Aspen Medical Products | $22,436,719 | 158 | $74,807 |
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.