Plans listing this provider
30
0.05% of the 56,420 plans with Schedule H financials; 28 in 2023
Providers › Stone Hill Fiduciary Management LL
Plans listing this provider
30
0.05% of the 56,420 plans with Schedule H financials; 28 in 2023
Assets of those plans
$1,442,917,688
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
7
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$902,213
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.
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 23 |
| 50 | Direct payment from the plan | 8 |
| 15 | Recordkeeping and information management | 7 |
| 21 | Trustee (bank, trust company or similar) | 7 |
| 49 | Other services | 7 |
| 64 | Recordkeeping fees | 7 |
| 99 | Other fees | 7 |
| 17 | Consulting (pension) | 3 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Comtech Telecommunications Corp. 401(k) Plan | Comtech Telecommunications | $346,546,457 | 2,024 | $27,500 |
| Raymours Furniture Company, Inc. 401(k) and Profit Sharing Plan | Raymours Furniture | $266,458,816 | 5,480 | $35,000 |
| G-iii Apparel Group, Ltd. 401(k) Plan | G III Apparel Group | $191,718,141 | 1,570 | $50,000 |
| World Travel Holdings, Inc. 401(k) Savings Plan | World Travel Holdings | $77,390,178 | 1,283 | $30,000 |
| Professional Orthopedic and Sports Physical Therapy, P.C. Employee Savings Plan | Professional Orthopedic and Sports Physical Therapy | $64,159,905 | 1,086 | $40,000 |
| Grassi & Co. 401(k) Plan | Grassi & Co. Cpas | $52,505,678 | 521 | $39,500 |
| Ennovi Industries, Inc. 401(k) Plan | Ennovi Industries | $48,268,079 | 876 | $42,500 |
| G2O 401(k) Savings Plan | G2O | $42,057,635 | 382 | $31,168 |
| Component Assembly Systems, Inc. 401(k) Plan | Component Assembly Systems | $36,380,332 | 163 | $30,000 |
| Stratos 401(k) Plan | Stratos Global Services | $34,097,974 | 219 | $25,000 |
| Engel Burman Senior Housing 401(k) Planrecordkeeper | Engel Burman Senior Housing at East Meadow | $33,859,884 | 1,968 | $25,017 |
| ACE Endico Corp. 401(k) Plan | ACE Endico | $33,466,846 | 659 | $25,000 |
| Herman Kay Company, Incorporated Employee 401(k) Savings Plan | Mystic | $22,074,184 | 99 | $35,000 |
| Great Neck Tools, Inc. 401(k) Plan | Great Neck Tools Inc. 401(k) Plan | $20,497,172 | 520 | $20,000 |
| Voyetra Turtle Beach 401(k) Plan | Voyetra Turtle Beach | $19,324,671 | 124 | $20,000 |
| Nobu 401(k) Retirement Planrecordkeeper | Nobu Group | $18,174,782 | 1,195 | $42,711 |
| Dreamwear Inc. 401(k) Retirement Planrecordkeeper | Dreamwear | $17,450,489 | 155 | $20,000 |
| Accommodations Plus International 401(k) Plan | Lodging Solutions LLC D/B/A Accommodations Plus International | $14,862,824 | 214 | $27,762 |
| Uncommongoods, LLC 401(k) Profit Sharing Planrecordkeeper | Uncommongoods | $13,065,101 | 176 | $45,760 |
| Marlabs 401(k) Planrecordkeeper | Marlabs | $12,962,545 | 260 | $36,024 |
| Forest Manor/montclaire Care Centers 401(k) Employee Savings Plan | Forest Manor Care Center Inc. DBA Glen Cove Center for Nursing and REH | $12,509,808 | 194 | $9,998 |
| FNY Capital Management LP 401(k) Plan | FNY Capital Management | $12,062,543 | 94 | $33,750 |
| Kinplex 401(k) Planrecordkeeper | Kinplex | $11,292,209 | 106 | $20,013 |
| Win-holt Equipment Corporation 401(k) Savings Plan | Win-holt Equipment | $8,771,521 | 124 | $13,750 |
| KMM Retirement Planrecordkeeper | KMM Telecommunications | $8,655,068 | 173 | $20,013 |
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.