Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 17 in 2023
Providers › Securities America Advisors Inc
Securities America Advisors Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $521,553
Assets of those plans
$347,440,102
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
$521,553
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) | 18 |
| 50 | Direct payment from the plan | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Risk Strategies Pooled Employer Plan for Private Equity Portfolio CO'S | Plan Compliance Services | $72,098,650 | 1,989 | $83,165 |
| Americantcs 401(k) Plan | Americantcs Fiduciary Services | $54,150,571 | 1,487 | $17,070 |
| Akebia Therapeutics 401(k) Plan | Akebia Therapeutics | $42,759,367 | 400 | $23,872 |
| Omega Flex, Inc. 401(k) Profit Sharing Plan | Omega | $28,933,277 | 172 | $43,811 |
| Lindsay Precast 401(k) Plan | Javelin Acquisition Vehicle | $27,016,723 | 411 | $10,621 |
| Qui(k) 401(k) Plan | Americantcs Fiduciary Services | $22,310,402 | 446 | $22,217 |
| Warfel Construction Company Profit Sharing Plan | Warfel Construction | $18,502,649 | 311 | $22,866 |
| Wayfinder Family Services 401(k) Retirement Plan | Wayfinder Family Services | $15,680,077 | 316 | $38,104 |
| Benefit and Risk Management Services, Inc. 401(k) Profit Sharing Plan & Trust | Benefit and Risk Management Services | $12,554,976 | 287 | $72,864 |
| Burger Physical Therapy Profit Sharing & 401(k) Plan | Burger Rehabilitation Systems | $11,128,353 | 201 | $26,363 |
| Oxford Biomedica (US) LLC 401(k) Plan | Oxford Biomedica (US) | $10,803,672 | 132 | $36,067 |
| Eagle Eye Produce 401(k) Plan | Eagle Eye Produce | $9,792,715 | 148 | $14,319 |
| The Leclerc 401(k) Plan | Leclerc Foods USA | $8,053,584 | 205 | $19,163 |
| Massana, Inc. Employees Savings Trust | Massana | $6,976,732 | 164 | $11,874 |
| Murrow's Transfer, Inc. Profit Sharing & 401(k) Plan | Murrow's Transfer | $2,898,013 | 169 | $6,667 |
| Orcutt Winslow 401(k) Savings & Retirement Plan | Orcutt Winslow | $2,371,842 | 43 | $51,257 |
| Grill Concepts Services, Inc. 401(k) Plan | Daily Grill Concepts | $1,408,499 | 114 | $9,578 |
| Homology Medicines, Inc. 401(k) Plan | Q32 Bio | $0 | 0 | $11,675 |
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.