401k Record

Providers › Stifel Nicolaus & Company Inc

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.

Services reported

Service codeMeaningPlans
27Investment advisory (plan)42
99Other fees29
50Direct payment from the plan28
49Other services21
28Investment management13
15Recordkeeping and information management11
21Trustee (bank, trust company or similar)11
64Recordkeeping fees11

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Wells Fargo & Company 401(k) PlanWells Fargo $57,886,997,456247,396$0
Ericsson US 401(k) PlanEricsson $3,773,559,65512,842$35,106
Kinder Morgan Savings PlanHPH Oklahoma Gathering $2,920,683,33416,694$35,853
Old Dominion 401(k) Retirement PlanOld Dominion Freight Line $2,396,392,96725,019$28,786
Dematic Corp. 401(k) Retirement PlanDematic $843,665,3105,066$80,000
American Axle & Manufacturing, Inc. Salaried Savings PlanAmerican Axle & Manufacturing $707,476,6132,706$53,108
Principal Ease 401(k) PlanPrincipal Life Insurance $650,877,71227,194$4,389
Yanfeng Automotive Interior Systems Savings and Investment 401(k) PlanYanfeng International Automotive Technology US I $433,166,8244,859$75,000
National Heritage Academies, Inc. Retirement Savings PlanNational Heritage Academies $307,269,7119,210$82,000
American Axle & Manufacturing, Inc. Personal Savings Plan for Hourly-rate AssociatesAmerican Axle & Manufacturing $257,935,5713,292$19,643
Wolverine World Wide, Inc. 401(k) Retirement Savings Plan IWolverine World Wide $200,134,4491,501$182,296
Radiance Technologies, Inc. 401(k) Profit Sharing PlanRadiance Technologies $170,178,1791,582$97,107
Leco Corporation 401(k) Retirement PlanLeco $154,184,4261,008$68,250
Munson 401(k) PlanMunson Healthcare $123,939,6317,054$16,648
Gestamp North America 401(k) PlanGestamp North America $119,210,9612,024$0
Arjo Inc. 401(k) PlanArjo $112,643,0961,101$37,500
Michelsen Packaging Company 401(k) PlanMichelsen Packaging $70,145,492252$18,163
Twin City Foods, Inc. 401(k) PlanTwin City Foods $61,474,601564$30,000
BNP Media 401(k) PlanBNP Media $58,219,068461$0
The Macomb Group, Inc. Employees' 401(k) PlanMacomb Group $52,135,226635$83,312
Hand Family Companies, LLC 401(k) Retirement PlanHand Family Companies $51,485,921440$47,948
Huizenga Manufacturing Group Retirement Savings PlanHuizenga Manufacturing Group $48,500,761917$60,005
Kite Realty Group 401(k) Profit Sharing PlanKRG Management $45,718,451356$63,749
Zoot Enterprises 401(k) Profit Sharing PlanZoot Enterprises $42,458,357441$50,372
Knape & Vogt Retirement Savings PlanKnape & Vogt Manufacturing $41,254,410480$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.