Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 2 in 2023
Providers › Signature Estate Securities, LLC
Signature Estate Securities, LLC
- Service provider, as named on Schedule C
- EIN 592730348
- Plan year 2024
- Direct compensation reported $16,388
Assets of those plans
$161,045,443
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
$16,388
9% 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 | 10 |
| 99 | Other fees | 10 |
| 55 | Other commissions | 7 |
| 26 | Investment advisory (participants) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Axiologic Solutions 401(k) Plan | Axiologic Solutions | $39,077,939 | 309 | $0 |
| 2 Circle, Inc. 401(k) | 2 Circle | $29,346,797 | 231 | $0 |
| Knowesis Retirement Plan | Knowesis | $16,443,264 | 225 | $0 |
| Parry Labs 401(k) Plan | Parry Labs | $15,663,984 | 236 | $0 |
| Omni FED LLC 401(k) Plan | Omni FED | $14,349,992 | 272 | $0 |
| Longenecker & Associates, Inc. 401(k) Plan | Longenecker & Associates | $13,976,690 | 191 | $0 |
| Dynamo Technologies LLC 401(k) Profit Sharing Plan | Dynamo Technologies | $11,234,264 | 202 | $0 |
| Malik Consulting Inc 401(k) Profit Sharing Plan & Trust | Malik Consulting | $7,908,385 | 152 | $16,388 |
| Cathexis 401(k) Plan | CPS Professional Services LLC D/B/A Cathexis | $7,800,165 | 159 | $0 |
| RP Professional Services 401(k) Plan | RP Professional Services | $3,229,323 | 177 | $0 |
| Crittenton Consulting Group, Inc. 401(k) Plan | Crittenton Consulting Group | $2,014,640 | 77 | $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.