Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 14 in 2023
Providers › Schultheis & Panettieri, LLP
Schultheis & Panettieri, LLP
- Service provider, as named on Schedule C
- EIN 131577780
- Plan year 2024
- Direct compensation reported $903,008
Assets of those plans
$13,701,344,214
0.18% 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
$903,008
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 |
|---|---|---|
| 10 | Accounting (including auditing) | 16 |
| 50 | Direct payment from the plan | 15 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| New York District Council of Carpenters Annuity FD | Board of Trustees of the NYDCC Annuity FD | $3,690,810,860 | 38,355 | $87,288 |
| Building Service 32BJ Supplemental Retirement Savings Plan | Board of Trustees of the Building Service 32BJ Supplemental | $2,557,945,511 | 101,244 | $208,618 |
| I.A.T.S.E. Annuity Fund | Board of Trustees I.A.T.S.E. Annuity Fund | $1,425,167,499 | 100,475 | $64,000 |
| Annuity Fund of Local No. One, I. A. T. S. E. | Board of Trustees Annuity Fund of Local No. One I.A.T.S.E. | $1,183,077,903 | 11,366 | $58,249 |
| Major League Baseball Players Investment Plan | Pension Committee of MLB Players Benefit Plan | $1,156,766,910 | 4,429 | $62,000 |
| Plumbers Local Union No. 1 Employee 401(k) Savings Plan | Plumbers Local Union No. 1 Employee 401(k) Savings Plan | $961,283,743 | 4,786 | $62,031 |
| International Union of Operating Engineers Local 4 Annuity | Board of Trustees I.U.O.E. Local 4 Annuity Fund | $724,625,232 | 6,298 | $49,130 |
| Equity League 401(k) Plan | Board of Trustees of the Equity League 401(k) Plan | $557,096,707 | 24,451 | $60,577 |
| I. B. E. W. Local 25 401(k) Fund | Board of Trustees of I.B.E.W. Local 25 401(k) Fund | $428,606,013 | 2,902 | $38,000 |
| Iuoe Local 478 Annuity Fund | Board of Trustees Iuoe Local 478 Annuity Fund | $377,321,362 | 3,851 | $40,044 |
| United Scenic Artists Local 829 Retirement 401(k) Plan | United Scenic Artists Local 829 | $217,508,703 | 2,297 | $26,254 |
| Sheet Metal Workers Union Local 38 Profit Sharing Fund | BD of Trustees of Sheet Metal Workers Union L38 Profit Sharing FD | $213,543,051 | 1,179 | $37,000 |
| I a T S E Local 764 401(k) Plan | Board of Trustees of the Iatse Local 764 401(k) Plan | $99,977,987 | 1,355 | $25,000 |
| Annuity Fund of Stage Employees Local 4 Iatse | BD of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse | $59,288,028 | 2,268 | $47,817 |
| International Union of Operating Engineers Local 877 Annuity Fund | BD of Trustees I.U.O.E. Local 877 Annuity Fund | $29,570,298 | 479 | $20,000 |
| Recycling and General Industrial Union Local 108 Annuity Fund | Board of Trustees - Recycling and Gen. IND. Union L 108 Annuity Fund | $18,754,407 | 3,823 | $17,000 |
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.