Plans listing this provider
67
0.12% of the 56,420 plans with Schedule H financials; 67 in 2023
Providers › Tax Sheltered Compensation, Inc.
Tax Sheltered Compensation, Inc.
- Service provider, as named on Schedule C
- EIN 410955056
- Plan year 2024
- Direct compensation reported $507,629
Assets of those plans
$1,196,600,230
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
17
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$507,629
79% 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 |
|---|---|---|
| 13 | Contract administrator | 33 |
| 15 | Recordkeeping and information management | 17 |
| 64 | Recordkeeping fees | 16 |
| 37 | Participant loan processing | 15 |
| 49 | Other services | 14 |
| 99 | Other fees | 9 |
| 50 | Direct payment from the plan | 4 |
| 27 | Investment advisory (plan) | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Ampi 401(k) Plan | Associated Milk Producers | $70,199,703 | 1,314 | $0 |
| Peninsula Hotels 401(k) Plan | Peninsula Hotel Chicago | $66,245,535 | 650 | $32,001 |
| Southdale Pediatric Associates, Ltd. 401(k) Plan | Southdale Pediatric Associates | $65,992,711 | 205 | $13,000 |
| Mathiowetz Construction Company Retirement Planrecordkeeper | Mathiowetz Construction | $65,945,634 | 229 | $16,697 |
| VAA, LLC Profit Sharing Plan | VAA | $62,211,755 | 288 | $2,625 |
| Morrie's 401(k) Plan | FPH Morrie's | $53,130,317 | 836 | $700 |
| Process Displays, LLC 401(k) Plan | Process Displays | $39,176,716 | 292 | $17,258 |
| Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Planrecordkeeper | Upper Midwest Organ Procurement Organization Inc. DBA Lifesource | $37,781,040 | 359 | $5,000 |
| Millerbernd Manufacturing Company Profit Sharing Plan | Millerbernd Manufacturing | $34,947,838 | 432 | $3,065 |
| Twin City Hardware Company 401(k) Savings Plan and Trust | Twin City Hardware | $33,435,138 | 323 | $6,989 |
| Lifespark 401(k) Plan | Lifespark Group | $27,734,964 | 905 | $350 |
| Beams, LLC 401(k) Plan | Beams | $27,667,892 | 450 | $20,650 |
| Blaine Brothers Maintenance, Inc. Retirement Plan | Blaine Brothers Maintenance | $27,227,553 | 445 | $37,317 |
| Boyum & Barenscheer PLLP Profit Sharing Plan | Boyum & Barenscheer PLLP | $24,947,547 | 173 | $5,000 |
| Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan | Herregan Distributors | $23,401,108 | 150 | $12,245 |
| City View Electric, Inc. 401(k) Plan | City View Electric | $23,045,155 | 138 | $1,750 |
| Park Financial Group 401(k) Profit Sharing Planrecordkeeper | Park Financial Group | $22,713,058 | 171 | $2,650 |
| Gateway Health Clinic, Ltd. 401(k) Profit Sharing Plan | Gateway Family Health Clinic | $19,780,849 | 116 | $0 |
| Animal Emergency & Referral Center of Minnesota 401(k) Profit Sharing Plan and Trustrecordkeeper | Animal Emergency & Referral Center of Minnesota | $18,100,083 | 240 | $20,574 |
| Northwest Family Physicians, P.A. 401(k) Profit Sharing Plan | Northwest Family Physicians | $17,896,975 | 137 | $0 |
| Center for Victims of Torture 403(b) DC Plan | Center for Victims of Torture | $17,780,704 | 222 | $0 |
| Vinco, Inc. Employees' 401(k) Planrecordkeeper | Vinco | $17,679,151 | 276 | $14,908 |
| Hahl Companies 401(k) Plan | Hahl Companies | $17,545,439 | 284 | $0 |
| First National Bank North 401(k) Profit Sharing Plan and Trustrecordkeeper | First National Bank North | $17,376,570 | 125 | $1,775 |
| Energy Management Collaborative 401(k) Planrecordkeeper | Energy Management Collaborative | $16,378,972 | 263 | $5,152 |
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.