Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 23 in 2023
Providers › RT Jones Capital Equities Mgmt Inc
RT Jones Capital Equities Mgmt Inc
- Service provider, as named on Schedule C
- EIN 201090152
- Plan year 2024
- Direct compensation reported $262,369
Assets of those plans
$313,564,525
0.00% 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
$262,369
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 |
|---|---|---|
| 26 | Investment advisory (participants) | 18 |
| 27 | Investment advisory (plan) | 18 |
| 28 | Investment management | 18 |
| 50 | Direct payment from the plan | 18 |
| 51 | Investment management fees paid directly by plan | 18 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Employees Retirement Savings Plan of the Besser Companies | Besser | $49,286,502 | 461 | $16,469 |
| First Federal Savings Bank 401(k) Profit Sharing Plan | First Federal Savings Bank | $39,675,261 | 375 | $3,470 |
| Keystone/kemlon 401(k) Profit-sharing Plan | Kemlon Products & Development Group | $34,511,759 | 363 | $7,795 |
| Mid-am Holdings, LLC 401(k) Profit Sharing Plan | Mid-am Holdings | $26,818,164 | 263 | $14,849 |
| BOA Retirement Savings Plan | BOA Technology | $21,197,043 | 184 | $5,740 |
| Wayne-metropolitan Community Action Agency 401(k) Plan and Trust Amended and Restated | Wayne-metropolitan Community Action Agency | $20,019,572 | 785 | $38,678 |
| Metals Solutions LLC 401(k) Retirement Plan | Metals Solutions | $17,782,025 | 240 | $40,623 |
| BWT LLC 401(k) Plan | BWT | $14,482,146 | 277 | $9,925 |
| S.M. Wilson & Co. 401(k) Savings Plan | S.M. Wilson | $14,063,156 | 130 | $14,076 |
| North Metro Community Services Inc. 401(k) Plan | North Metro Community Services | $12,155,325 | 308 | $5,494 |
| Community Bancorp of Louisiana Inc. Retirement Plan | Community Bancorp of Louisiana | $10,865,371 | 133 | $22,111 |
| Spark Fun Electronics Inc 401(k) Plan | Spark Fun Electronics | $10,340,223 | 106 | $8,983 |
| Carpenter Industries Inc. 401(k) Plan | Carpenter Industries | $10,215,215 | 132 | $5,891 |
| Black Equipment Co. Inc. Retirement Plan | Black Equipment | $10,007,383 | 127 | $21,098 |
| Priority Plastics Inc. 401(k) Plan | Priority Plastics | $8,233,508 | 221 | $19,163 |
| Franklin D. Azar & Associates P.C. 401(k) Plan | Franklin D. Azar & Associates | $7,063,347 | 194 | $6,857 |
| Arizon Companies Retirement Plan | Johnson Heater | $6,848,525 | 297 | $7,827 |
| BH Inc 401(k) Plan | BH | $0 | 0 | $13,320 |
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.