Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › Stokes Family Office LLC
Stokes Family Office LLC
- Service provider, as named on Schedule C
- EIN 833656874
- Plan year 2024
- Direct compensation reported $304,681
Assets of those plans
$8,183,597,421
0.11% 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
$304,681
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 |
|---|---|---|
| 27 | Investment advisory (plan) | 8 |
| 26 | Investment advisory (participants) | 2 |
| 50 | Direct payment from the plan | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Humana Retirement Savings Plan | Humana | $7,706,147,015 | 60,365 | $12,609 |
| Adams and Reese LLP 401(k) Profit Sharing Plan and Trust | Adams and Reese | $261,545,714 | 575 | $21,612 |
| Employees 401(k) Plan of Coburn Supply Company, Inc. | Coburn Supply | $84,917,177 | 1,078 | $49,977 |
| T. Baker Smith, LLC 401(k) Plan | T. Baker Smith | $40,013,228 | 253 | $65,210 |
| Zephyr Anesthesia, LLC 401(k) Plan Trust | Zephyr Anesthesia | $29,913,431 | 140 | $32,998 |
| Hoist & Crane Service Group, Inc. 401(k) Retirement Savings Plan | Hoist & Crane Service Group | $20,078,024 | 560 | $20,285 |
| Laborde Marine Retirement Plan | Laborde Marine Management | $14,895,381 | 227 | $23,643 |
| Jensen Companies 401(k) Plan | Transportation Consultants | $12,434,755 | 512 | $47,361 |
| Winter Sports, Inc. Retirement Plan & Trust | Winter Sports | $7,307,891 | 94 | $17,747 |
| Zuppardo's Economical Super Markets, LLC Employee Profit Sharing Plan and Trust | Zuppardos Economical Supermarkets | $6,344,805 | 152 | $13,239 |
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.