Plans listing this provider
26
0.05% of the 56,420 plans with Schedule H financials; 32 in 2023
Providers › Securities America Inc
Securities America Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $166,605
Assets of those plans
$398,487,181
0.01% 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
$166,605
35% 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 |
|---|---|---|
| 55 | Other commissions | 11 |
| 27 | Investment advisory (plan) | 8 |
| 28 | Investment management | 3 |
| 50 | Direct payment from the plan | 2 |
| 16 | Consulting (general) | 1 |
| 25 | Trustee (directed) | 1 |
| 26 | Investment advisory (participants) | 1 |
| 53 | Insurance brokerage commissions and fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| First Urology P.S.C. 401(k) Profit Sharing Plan | First Urology P.S.C. | $63,453,349 | 487 | $27,299 |
| Ob/gyn Specialists of the Palm Beaches II, LLC, 401(k) Profit Sharing Plan and Trust | Ob/gyn Specialists of the Palm Beaches II | $40,274,648 | 283 | $0 |
| Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan | Pottstown Medical Specialists | $30,845,226 | 269 | $0 |
| White Earth Commercial 401(k) Plan | White Earth Reservation Tribal Council | $30,236,837 | 1,062 | $19,659 |
| Eagle Hill Consulting, LLC 401(k) Plan | Eagle Hill Consulting | $29,637,938 | 475 | $0 |
| Screenbeam Inc. 401(k) Savings Plan | Screenbeam | $26,211,748 | 125 | $0 |
| Hellmuth & Johnson, PLLC 401(k) Plan | Hellmuth & Johnson | $23,094,275 | 129 | $22,237 |
| Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan | Marks O'neill O'brien Doherty & Kelly | $20,508,394 | 0 | $0 |
| A-gas US Inc. 401(k) Plan | A-gas US | $19,582,111 | 461 | $41,337 |
| Caledonia Haulers, Inc. Profit Sharing Plan | Caledonia Haulers | $12,276,578 | 197 | $0 |
| Vandemark Chemical Inc. 401(k) Profit Sharing Plan | Vandemark Chemical | $11,776,859 | 123 | $0 |
| Tapper's Fine Jewelry, Inc. 401(k) Profit Sharing Plan | Tapper's Fine Jewelry | $10,415,187 | 152 | $0 |
| T & L Automatics, Inc. Profit Sharing Plan | T & L Automatics | $10,336,286 | 129 | $0 |
| OBR Cooling Towers 401(k)/profit Sharing Plan | OBR Cooling Towers | $10,304,908 | 195 | $6,273 |
| Thruway Fasteners, Inc Employees Savings Plan | Thruway Fasteners | $9,450,393 | 105 | $0 |
| Trotter, Inc. 401(k) Plan | Trotter | $8,835,638 | 196 | $17,195 |
| Koppert Biological Systems, Inc 401(k) Profit Sharing Plan | Koppert Biological Systems | $8,135,958 | 140 | $0 |
| Sun Mountain Lumber Company 401(k) Plan and Trust | Sun Mountain Lumber | $7,130,299 | 165 | $0 |
| Trailboss Enterprises, Inc. 401(k) Plan | Trailboss Enterprises | $6,706,727 | 567 | $0 |
| Diaz Anselmo & Associates 401(k) Plan | Diaz Anselmo & Associates | $5,938,862 | 140 | $0 |
| Egenesis, Inc. 401(k) Plan | eGenesis | $5,300,186 | 185 | $16,644 |
| Harold Jones Landscape, Inc. 401(k) P/S Plan Trust | Harold Jones Landscape | $5,136,761 | 176 | $1,362 |
| Murrow's Transfer, Inc. Profit Sharing & 401(k) Plan | Murrow's Transfer | $2,898,013 | 169 | $0 |
| MNL 401(k) Plan | Minnesota Native Landscapes | $0 | 0 | $14,599 |
| Airxcel,inc. 401(k) Plan | Airxcel | $0 | 0 | $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.