Plans listing this provider
22
0.04% of the 56,420 plans with Schedule H financials; 24 in 2023
Providers › Securities America, Inc.
Securities America, Inc.
- Service provider, as named on Schedule C
- EIN 112551174
- Plan year 2024
- Direct compensation reported $167,541
Assets of those plans
$2,185,933,151
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$167,541
45% 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 |
|---|---|---|
| 49 | Other services | 11 |
| 99 | Other fees | 11 |
| 55 | Other commissions | 9 |
| 27 | Investment advisory (plan) | 6 |
| 15 | Recordkeeping and information management | 3 |
| 26 | Investment advisory (participants) | 3 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 22 | Insurance agents and brokers | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Paychex Pooled Employer 401(k) Plan | Paychex Retirement | $1,768,512,554 | 255,088 | $10,254 |
| Cygnus Home Service Retirement Savings Plan | Cygnus Home Service | $82,648,936 | 1,716 | $45,000 |
| Adams and Associates 401(k) Savings Plan | Adams and Associates | $36,055,043 | 1,453 | $0 |
| Hybrid Promotions, LLC Incentive Savings Plan | Hybrid Promotions | $35,929,326 | 624 | $0 |
| Gailey Eye Clinic, Ltd. 401(k) Retirement Savings Plan | Gailey Eye Clinic | $28,969,903 | 287 | $19,093 |
| Aero Test Group 401(k) Profit Sharing Plan and Trustrecordkeeper | Aero Test Group | $24,607,335 | 221 | $22,192 |
| Think Invest for Your Future | Think Whole Person Healthcare | $23,597,848 | 259 | $0 |
| Network Designs, Inc. 401(k) Retirement Plan | Network Designs | $21,283,931 | 220 | $0 |
| Perez Trading Company, Inc. 401(k) Savings Plan | Perez Trading | $20,663,910 | 127 | $0 |
| HCR Home Care Savings and Profit Sharing Planrecordkeeper | L.woerner Inc. D/B/A HCR Home C | $18,198,279 | 435 | $13,451 |
| Personal Touch 401(k) Plan | Personal Touch Home Care of NY. | $17,849,922 | 1,128 | $0 |
| Ingerman Group 401(k) Plan | Ingerman Management | $15,748,819 | 216 | $11,110 |
| Paradise Tomato Kitchens, Inc. 401(k) Profit Sharing Plan | Paradise Tomato Kitchens | $15,714,039 | 233 | $0 |
| Tighitco, Inc. Aerostructures Division 401(k) Plan | Tighitco | $15,146,138 | 279 | $0 |
| Hurwitz Fine P.C. 401(k) and Profit Sharing Plan | Hurwitz Fine | $13,652,798 | 133 | $0 |
| Kipu Health 401(k) Plan | Kipu Health | $11,275,491 | 318 | $22,899 |
| Central Care, P.A. 401(k) Profit Sharing Plan | Central Care | $9,809,877 | 182 | $0 |
| ACC 401(k) Plan | Acceleration LLC DBA Acceleration Community of Companies | $7,501,782 | 198 | $7,152 |
| Health Services, LLC 401(k) Plan | Health Services | $7,132,309 | 201 | $0 |
| Chickies and Petes Inc 401(k) Profit Sharing Plan & Trustrecordkeeper | Chickies and Petes | $4,550,184 | 186 | $5,823 |
| Productions Plus Inc 401(k) Profit Sharing Plan & Trust | Productions Plus | $3,808,152 | 286 | $10,567 |
| First National Bank of Hughes Springs Employees Savings Plan | First National Bank of Hughes Springs | $3,276,575 | 94 | $0 |
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.