Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › Steelpeak Wealth LLC
Steelpeak Wealth LLC
- Service provider, as named on Schedule C
- EIN 461173026
- Plan year 2024
- Direct compensation reported $217,173
Assets of those plans
$56,011,278,937
0.72% 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
$217,173
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 |
|---|---|---|
| 26 | Investment advisory (participants) | 13 |
| 50 | Direct payment from the plan | 13 |
| 33 | Securities brokerage | 1 |
| 71 | Securities brokerage commissions and fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $9,359 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines | $11,622,763,375 | 12,980 | $6,886 |
| Schwabplan Retirement Savings and Investment Plan | Schwab Charles | $8,932,117,605 | 43,060 | $6,070 |
| Humana Retirement Savings Plan | Humana | $7,706,147,015 | 60,365 | $9,617 |
| Black & Veatch Retirement Program | BVH | $3,040,446,983 | 10,352 | $28,685 |
| Brown & Brown, Inc Employee Savings Plan | Brown & Brown | $1,754,611,565 | 12,841 | $12,678 |
| Infineon Technologies Savings Plan | International Rectifier | $1,743,065,408 | 6,471 | $26,172 |
| Marvell Semiconductor 401(k) Retirement Plan | Marvell Semiconductor | $1,363,520,692 | 5,416 | $69,482 |
| Crown Castle Inc. 401(k) Plan | Crown Castle | $1,143,587,093 | 6,081 | $6,142 |
| WSGR 401(k) and Profit Sharing Plan | Wilson Sonsini Goodrich & Rosati | $1,000,888,139 | 3,059 | $10,409 |
| Hok Group, Inc. 401(k) Profit Sharing Plan | Hok Group | $361,845,194 | 2,494 | $6,250 |
| TBC Corporation Safe Harbor 401(k) Plan | TBC | $232,048,430 | 3,091 | $8,368 |
| Harmonic Inc. 401(k) Plan | Harmonic | $154,294,415 | 561 | $6,821 |
| Nossaman LLP Profit Sharing & Retirement Savings Plan | Nossaman | $119,978,571 | 270 | $10,234 |
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.