Plans listing this provider
19
0.03% of the 56,420 plans with Schedule H financials; 20 in 2023
Providers › Two West Capital Advisors LLC
Plans listing this provider
19
0.03% of the 56,420 plans with Schedule H financials; 20 in 2023
Assets of those plans
$12,307,712,122
0.16% 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
$630,210
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) | 10 |
| 50 | Direct payment from the plan | 8 |
| 26 | Investment advisory (participants) | 4 |
| 28 | Investment management | 4 |
| 10 | Accounting (including auditing) | 1 |
| 16 | Consulting (general) | 1 |
| 17 | Consulting (pension) | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines | $11,622,763,375 | 12,980 | $38,012 |
| Brookshire Brothers Ksop | Brookshire Brothers | $134,431,422 | 5,042 | $12,982 |
| Scriptpro LLC 401(k) Plan | Scriptpro | $109,557,906 | 833 | $85,616 |
| Cosentino's Food Stores 401(k) Profit Sharing Plan and Trust | Cosentino Service | $87,714,637 | 909 | $78,408 |
| Bartlett & West, Inc. 401(k) Profit Sharing Plan | Bartlett & West | $55,614,116 | 548 | $57,528 |
| Cumulus 401(k) Profit Sharing Plan | IBT | $44,066,899 | 629 | $32,126 |
| The Communications Group 401(k) Plan | Speech Pathology Group | $37,652,169 | 816 | $10,321 |
| The Wright Center for Graduate Medical Education 403(b) Plan | Wright Center for Graduate Medical Education | $36,509,990 | 1,288 | $14,681 |
| Cogent, Inc. Profit Sharing 401(k) Plan | Cogent | $34,359,074 | 333 | $40,224 |
| Mazuma Credit Union 401(k) Success Sharing Plan | Mazuma Credit Union | $22,549,578 | 308 | $57,815 |
| Vance Brothers, Inc. Retirement Plan | Vance Brothers | $21,080,850 | 552 | $24,361 |
| Art Supply Enterprises, Inc. 401(k) Profit Sharing Plan | Art Supply Enterprises | $19,538,042 | 250 | $36,057 |
| LTI Technology Solutions 401(k) Profit Sharing Plan & Trust | LTI Technology Solutions | $17,857,763 | 143 | $32,653 |
| Kcas Bioanalytical and Biomarker Services 401(k) Plan | Integris Bioservices | $17,854,187 | 338 | $40,036 |
| Linc 401(k) Retirement/savings Plan | Greater K.C. Linc | $12,690,035 | 300 | $30,040 |
| Parrish & Company 401(k) Plan | Parrish | $11,525,808 | 156 | $1,113 |
| Montreat College Retirement Plan | Montreat College | $9,657,092 | 285 | $14,577 |
| Queen Enterprises 401(k) Plan | Queen Enterprises | $6,622,887 | 144 | $21,390 |
| Rally House/sampler Stores, Inc. 401(k) Plan | Rally House | $5,666,292 | 273 | $2,270 |
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.