401k Record

Providers › RPA Financial LLC

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.

Services reported

Service codeMeaningPlans
27Investment advisory (plan)70
50Direct payment from the plan30
99Other fees18
15Recordkeeping and information management10
21Trustee (bank, trust company or similar)10
49Other services10
64Recordkeeping fees10
26Investment advisory (participants)5

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Viasat, Inc. 401(k) Profit Sharing PlanViasat $1,168,789,1635,933$60,000
Platinum Equity 401(k) PlanPlatinum Equity $313,104,9371,295$40,000
U.S. Lumber Group, LLC 401(k) PlanU.S. Lumber Group $213,978,0204,095$72,415
Atlantic Corporation of Wilmington, Inc. 401(k) Profit Sharing PlanAtlantic Corporation of Wilmington $177,826,8241,173$0
Athens Services 401(k) Profit Sharing PlanAthens Services $121,947,0282,127$101,320
Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) PlanHaviland Enterprises $119,083,259336$37,207
Fellowship of Christian Athletes Retirement/401(k) PlanFellowship of Christian Athletes $118,086,6803,168$0
S&ME, Inc. 401(k) PlanS&ME $117,929,0451,495$0
Joe Gibbs Racing 401(k) Savings PlanJoe Gibbs Racing $80,776,221601$73,429
Lee Company 401(k) PlanLee $68,725,3811,565$49,983
Choice Pooled Employer Plan IIITransamerica $53,071,6892,442$829
Olympia Orthopaedic Associates, PLLC 401(k) PlanOlympia Orthopaedic Associates $52,829,979482$11,662
NYX, Inc. & Affiliates 401(k) PlanNYX $50,752,2862,838$42,088
Choice Pooled Employer Plan ITransamerica $47,173,8813,641$36,959
Inovar Packaging Group, LLC 401(k) Profit Sharing PlanrecordkeeperInovar Packaging Group $40,304,647650$129,171
Furnitureland South, Inc. 401(k) PlanFurnitureland South $38,753,798420$33,688
Diakonia Group, LLC 401(k) Profit Sharing PlanDiakonia Group $33,860,357850$0
Alliance Defending Freedom 401(k) Profit Sharing PlanAlliance Defending Freedom $31,106,398369$34,984
Regal Marine 401(k) Retirement PlanRegal Marine Industries $30,118,291713$0
Mountainone Financial, Inc 401(k) PlanMountainone Financial $28,691,211236$36,959
Tavant Technologies 401(k) PlanrecordkeeperTavant Technologies $27,661,083319$10,509
Edifice, Inc. 401(k) PlanrecordkeeperEdifice $26,646,221208$57,465
Williams Form Engineering Corporation 401(k) PlanWilliams Form Engineering $25,664,698285$34,988
Mvva, Inc. Profit Sharing & 401(k) PlanMichael Van Valkenburgh Associates $23,372,368160$4,740
Aspen Medical Products, Inc. 401(k) PlanAspen Medical Products $22,436,719158$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.