Providers › Signature Estate & Investment

Signature Estate & Investment

Service provider, as named on Schedule C
EIN 954806910
Plan year 2024
Direct compensation reported $574,663

Plans listing this provider

0.05% of the 56,420 plans with Schedule H financials; 24 in 2023

Assets of those plans

$35,420,856,729

0.45% of all Schedule H plan assets

Plans where it is the recordkeeper

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$574,663

86% 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
50	Direct payment from the plan	20
26	Investment advisory (participants)	11
99	Other fees	10
27	Investment advisory (plan)	8
15	Recordkeeping and information management	6
21	Trustee (bank, trust company or similar)	6
49	Other services	6
64	Recordkeeping fees	6

Largest plans served

Plan	Employer	Assets	Participants	Direct compensation
Schwabplan Retirement Savings and Investment Plan	Schwab Charles	$8,932,117,605	43,060	$10,817
The 401(k) Plan for Permanente Medical Groups	Southern California Permanente Medical Group	$6,535,861,838	22,192	$11,019
The Caci Smart Plan	CACI International Inc 12021 Sunset Hills Road Reston VA 20190	$3,884,360,000	25,842	$11,681
Latham & Watkins 401(k) Savings and Profit Sharing Plan	Latham & Watkins	$3,071,147,941	8,020	$10,577
Penn State Health 401(k) Savings Plan	Penn State Health	$2,925,576,909	21,753	$4,658
Transamerica 401(k) Retirement Savings Plan	Transamerica	$2,720,479,704	13,910	$7,773
The Mathworks 401(k) Retirement Plan	Mathworks	$1,798,430,908	5,108	$8,633
Gibson, Dunn & Crutcher LLP Retirement Plan	Gibson Dunn & Crutcher	$1,456,731,229	3,990	$9,416
Orrick, Herrington & Sutcliffe LLP Retirement Plan	Orrick Herrington & Sutcliffe	$1,177,090,773	2,986	$5,978
Katten Muchin Rosenman LLP Defined Contribution Plan	Katten Muchin Rosenman	$793,329,842	1,957	$0
Biomarin Pharmaceutical Inc. Retirement Savings Plan	BioMarin Pharmaceutical	$715,040,838	3,270	$5,225
SGH Profit Sharing & 401(k) Plan and Trust	Simpson Gumpertz & Heger	$464,068,085	1,056	$12,318
Loeb & Loeb LLP Profit Sharing and 401(k) Plan	Loeb & Loeb	$438,103,649	936	$32,865
Pachulski Stang Ziehl & Jones LLP Profit Sharing Plan	Pachulski Stang Ziehl & Jones	$148,219,087	138	$43,105
Anser Advisory LLC 401(k) Retirement Planrecordkeeper	Anser Advisory	$65,229,436	986	$80,740
Blue Umbrella 401(k) Plan	Advanced Systems Engineering	$47,071,117	182	$0
Markon, LLC 401(k) Planrecordkeeper	Markon	$42,315,264	353	$59,585
P E Systems, Inc. 401(k) and Profit Sharing Plan	P E Systems	$30,069,063	496	$45,000
Global TBM Company Retirement Savings Planrecordkeeper	Global TBM	$28,140,446	120	$17,000
Envisioneering, Inc. 401(k) Retirement Plan	Envisioneering	$26,338,876	208	$0
Mayvin, Inc. 401(k) Plan	Mayvin	$21,829,624	622	$0
Orange County Urology Associates 401(k) Profit Sharing Plan	Orange County Urology Associates Inc. a Medical Group	$20,072,656	222	$20,585
Sabel Systems Technology Solutions LLC 401(k) Plan	Sabel Systems Technology Solutions	$16,661,125	216	$20,302
XLA 401(k) Planrecordkeeper	XLA	$14,862,148	266	$28,264
Summit Ridge Energy 401(k) Plan	Summit Ridge Energy	$12,001,067	155	$38,260

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.