Plans listing this provider
84
0.15% of the 56,420 plans with Schedule H financials; 77 in 2023
Providers › Stifel Nicolaus & Company Inc
Plans listing this provider
84
0.15% of the 56,420 plans with Schedule H financials; 77 in 2023
Assets of those plans
$72,346,468,247
0.93% of all Schedule H plan assets
Plans where it is the recordkeeper
11
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$2,280,230
73% 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.
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 42 |
| 99 | Other fees | 29 |
| 50 | Direct payment from the plan | 28 |
| 49 | Other services | 21 |
| 28 | Investment management | 13 |
| 15 | Recordkeeping and information management | 11 |
| 21 | Trustee (bank, trust company or similar) | 11 |
| 64 | Recordkeeping fees | 11 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Wells Fargo & Company 401(k) Plan | Wells Fargo | $57,886,997,456 | 247,396 | $0 |
| Ericsson US 401(k) Plan | Ericsson | $3,773,559,655 | 12,842 | $35,106 |
| Kinder Morgan Savings Plan | HPH Oklahoma Gathering | $2,920,683,334 | 16,694 | $35,853 |
| Old Dominion 401(k) Retirement Plan | Old Dominion Freight Line | $2,396,392,967 | 25,019 | $28,786 |
| Dematic Corp. 401(k) Retirement Plan | Dematic | $843,665,310 | 5,066 | $80,000 |
| American Axle & Manufacturing, Inc. Salaried Savings Plan | American Axle & Manufacturing | $707,476,613 | 2,706 | $53,108 |
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $4,389 |
| Yanfeng Automotive Interior Systems Savings and Investment 401(k) Plan | Yanfeng International Automotive Technology US I | $433,166,824 | 4,859 | $75,000 |
| National Heritage Academies, Inc. Retirement Savings Plan | National Heritage Academies | $307,269,711 | 9,210 | $82,000 |
| American Axle & Manufacturing, Inc. Personal Savings Plan for Hourly-rate Associates | American Axle & Manufacturing | $257,935,571 | 3,292 | $19,643 |
| Wolverine World Wide, Inc. 401(k) Retirement Savings Plan I | Wolverine World Wide | $200,134,449 | 1,501 | $182,296 |
| Radiance Technologies, Inc. 401(k) Profit Sharing Plan | Radiance Technologies | $170,178,179 | 1,582 | $97,107 |
| Leco Corporation 401(k) Retirement Plan | Leco | $154,184,426 | 1,008 | $68,250 |
| Munson 401(k) Plan | Munson Healthcare | $123,939,631 | 7,054 | $16,648 |
| Gestamp North America 401(k) Plan | Gestamp North America | $119,210,961 | 2,024 | $0 |
| Arjo Inc. 401(k) Plan | Arjo | $112,643,096 | 1,101 | $37,500 |
| Michelsen Packaging Company 401(k) Plan | Michelsen Packaging | $70,145,492 | 252 | $18,163 |
| Twin City Foods, Inc. 401(k) Plan | Twin City Foods | $61,474,601 | 564 | $30,000 |
| BNP Media 401(k) Plan | BNP Media | $58,219,068 | 461 | $0 |
| The Macomb Group, Inc. Employees' 401(k) Plan | Macomb Group | $52,135,226 | 635 | $83,312 |
| Hand Family Companies, LLC 401(k) Retirement Plan | Hand Family Companies | $51,485,921 | 440 | $47,948 |
| Huizenga Manufacturing Group Retirement Savings Plan | Huizenga Manufacturing Group | $48,500,761 | 917 | $60,005 |
| Kite Realty Group 401(k) Profit Sharing Plan | KRG Management | $45,718,451 | 356 | $63,749 |
| Zoot Enterprises 401(k) Profit Sharing Plan | Zoot Enterprises | $42,458,357 | 441 | $50,372 |
| Knape & Vogt Retirement Savings Plan | Knape & Vogt Manufacturing | $41,254,410 | 480 | $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.