Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 24 in 2023
Providers › United Planners Financial Services
United Planners Financial Services
- Service provider, as named on Schedule C
- EIN 860588303
- Plan year 2024
- Direct compensation reported $418,267
Assets of those plans
$295,180,503
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
6
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$418,267
83% 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 |
| 99 | Other fees | 7 |
| 49 | Other services | 6 |
| 50 | Direct payment from the plan | 6 |
| 15 | Recordkeeping and information management | 5 |
| 21 | Trustee (bank, trust company or similar) | 5 |
| 64 | Recordkeeping fees | 5 |
| 26 | Investment advisory (participants) | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Conner & Winters 401(k) Retirement Plan | Conner & Winters | $97,584,904 | 116 | $17,022 |
| Gewalt-hamilton Associates, Inc. 401(k) Profit Sharing Plan | Gewalt-hamilton Associates | $35,567,111 | 145 | $0 |
| Hunter Contracting Co. Inc. Profit Sharing Plan & Trust | Hunter Contracting | $24,171,049 | 668 | $34,370 |
| Commonwealth Business Bank 401(k) Profit Sharing Planrecordkeeper | Commonwealth Business Bank | $19,968,670 | 286 | $33,745 |
| R & B Wholesale Dist Inc. 401(k) Profit Sharing Planrecordkeeper | R & B Wholesale Distributors | $15,391,795 | 146 | $22,829 |
| Columbia Energy & Environmental Services, Inc. 401(k) Plan | Columbia Energy & Environmental Services | $14,998,830 | 160 | $42,170 |
| North Central Mental Health Services, Inc. 401(k) Retirement Savings Plan | North Central Mental Health Services | $12,483,942 | 149 | $42,108 |
| Ingram & Co., Inc. 401(k) Plan | Ingram | $12,460,192 | 105 | $55,021 |
| One Health Ohio 401(k) Plan | One Health Ohio | $9,218,399 | 196 | $36,386 |
| Patriot Group International, Inc. 401(k) Plan | Patriot Group International | $8,386,825 | 269 | $12,043 |
| Lerner Rowe & Associates PC 401(k) Profit Sharing Plan & Trust | Lerner Rowe & Associates | $7,643,858 | 192 | $32,087 |
| Garner Electric, Co. 401(k) Profit Sharing Planrecordkeeper | Garner Electric | $7,345,806 | 187 | $32,842 |
| Glen J Lerner ESQ 401(k) Profit Sharing Plan & Trust | Glen J Lerner ESQ | $6,858,535 | 133 | $29,829 |
| GP 50 New York Ltd. 401(k) Profit Sharing Plan | GP 50 New York | $6,166,294 | 113 | $0 |
| Driggs Title Agency 401(k) Planrecordkeeper | Driggs Title Agency | $4,604,225 | 136 | $10,455 |
| Cedar Health Group LLC 401(k) Plan | Cedar Health Group | $4,556,467 | 177 | $10,316 |
| Family Health Center 401(k) Planrecordkeeper | Family Health Center of Southern Oklahoma | $4,411,601 | 151 | $0 |
| Desert Ready Mix, LLC 401(k) Planrecordkeeper | Desert Ready Mix | $3,362,000 | 131 | $7,044 |
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.