Plans listing this provider
25
0.04% of the 56,420 plans with Schedule H financials; 24 in 2023
Providers › Schneider Downs Wealth Mgmt ADV.
Schneider Downs Wealth Mgmt ADV.
- Service provider, as named on Schedule C
- EIN 251857157
- Plan year 2024
- Direct compensation reported $1,520,726
Assets of those plans
$719,733,875
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,520,726
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) | 23 |
| 26 | Investment advisory (participants) | 20 |
| 50 | Direct payment from the plan | 3 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 17 | Consulting (pension) | 2 |
| 15 | Recordkeeping and information management | 2 |
| 49 | Other services | 1 |
| 64 | Recordkeeping fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| James G. Davis Construction Corporation Profit Sharing, Stock Ownership, and 401(k) Plan | James G. Davis Construction | $198,998,538 | 699 | $172,892 |
| Babst Calland Clements & Zomnir, P.C. Profit Sharing 401(k) Plan I | Babst Calland Clements & Zomnir | $78,840,321 | 187 | $15,795 |
| Germain Retirement Security Savings Plan | Germain Motor | $59,708,648 | 2,025 | $247,550 |
| Germain Automotive Partnership, Inc. 401(k) Plan | Germain Automotive Partnership | $48,481,714 | 905 | $183,932 |
| The Widewaters Group Inc. Retirement Savings Plan | Widewaters Group | $42,837,222 | 249 | $39,068 |
| Mcclymonds Supply & Transit Company, Inc. 401(k) Plan | Mcclymonds Supply & Transit | $37,284,761 | 607 | $114,957 |
| Maronda, Inc. Profit Sharing Plan | Maronda | $31,886,618 | 460 | $68,949 |
| National Youth Advocate Program 401(k) Plan | National Youth Advocate Program | $25,878,015 | 1,234 | $53,724 |
| General Carbide Corporation Retirement Savings Plan | General Carbide | $23,565,048 | 263 | $27,500 |
| Madison Health Employees' 401(k) Pension Plan | Madison Health | $21,563,711 | 501 | $71,496 |
| The Buckeye Ranch 401(k) Plan | Buckeye Ranch | $19,601,948 | 833 | $65,463 |
| Anchor Construction Corporation 401(k) Retirement Plan | Anchor Construction | $18,936,009 | 443 | $68,261 |
| Schultz-levin 401(k) Plan | Levin Furniture | $17,654,866 | 524 | $22,553 |
| Rohrich Automotive Group 401(k) Profit Sharing Plan | Rohrich Automotive Group | $17,318,301 | 366 | $66,988 |
| Mid-ohio Foodbank Supplemental Retirement Plan | Mid-ohio Foodbank | $14,909,158 | 260 | $54,539 |
| Shuster's Employees' Profit Sharing and 401(k) Plan | Shuster's Builders Supplies | $10,463,102 | 99 | $34,291 |
| Matson Lumber Company 401(k) Profit Sharing Plan | Matson Lumber | $9,031,441 | 128 | $45,286 |
| Babst Calland Clements & Zomnir, P.C. Associates Profit Sharing 401(k) Plan II | Babst Calland Clements & Zomnir | $8,925,093 | 93 | $4,665 |
| The Fiesta Tableware Company and the United Steel, and Forestry, Rubber, Manufacturing, Energy, Allie Service Workers Intl Union Local 419m | Fiesta Tableware | $8,133,721 | 273 | $37,657 |
| Intertech Security, LLC 401(k) Plan | Intertech Security | $8,030,623 | 140 | $36,876 |
| C. Harper Chevrolet, Inc. 401(k) Profit Sharing Planrecordkeeper | C. Harper Chevrolet | $6,898,077 | 171 | $27,997 |
| Mark Porter Auto Group, Inc. 401(k) Plan | Mark Porter Auto Group | $4,673,541 | 176 | $19,277 |
| Falcon Drilling Co LLC 401(k) Profit Sharing Plan and Trust | Falcon Drilling | $3,964,945 | 104 | $17,662 |
| Sweet Virginia Care, LLC 401(k) Planrecordkeeper | Sweet Virginia Care | $2,148,454 | 184 | $10,107 |
| Best Life Therapy 401(k) Profit Sharing Plan | Best Life Therapy | $0 | 0 | $13,241 |
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.