Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › Abound Wealth Management LLC
Abound Wealth Management LLC
- Service provider, as named on Schedule C
- EIN 814120898
- Plan year 2024
- Direct compensation reported $251,365
Assets of those plans
$44,729,178,612
0.57% 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
$251,365
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 |
|---|---|---|
| 26 | Investment advisory (participants) | 10 |
| 50 | Direct payment from the plan | 9 |
| 27 | Investment advisory (plan) | 2 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Delta 401(k) Retirement Plan for Pilots | Delta Air Lines | $15,928,334,925 | 17,527 | $30,553 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines | $11,622,763,375 | 12,980 | $42,393 |
| Advocate Aurora Health 401(k) Plan | Advocate Aurora Health | $10,487,791,739 | 100,747 | $20,571 |
| Brown & Brown, Inc Employee Savings Plan | Brown & Brown | $1,754,611,565 | 12,841 | $6,426 |
| Marvell Semiconductor 401k Retirement Plan | Marvell Semiconductor | $1,363,520,692 | 5,416 | $8,940 |
| Crown Castle Inc. 401(k) Plan | Crown Castle | $1,143,587,093 | 6,081 | $11,814 |
| Netjets Inc. 401(k) Plan | Netjets | $835,572,010 | 4,102 | $12,151 |
| Biomarin Pharmaceutical Inc. Retirement Savings Plan | BioMarin Pharmaceutical | $715,040,838 | 3,270 | $7,317 |
| Bentley Systems, Incorporated Profit Sharing/401(k) Plan | Bentley Systems | $595,175,100 | 2,247 | $12,274 |
| SWBMG 401(k) Plan | Aurray Group Inc. D/B/A Sutter West Bay Medical Group | $149,180,551 | 322 | $6,316 |
| Brixmor Employment Company LLC 401(k) Plan | Brixmor Employment | $109,788,510 | 710 | $5,126 |
| Peach State Federal Credit Union 401(k) Profit Sharing Plan | Peach State Federal Credit Union | $23,812,214 | 246 | $87,484 |
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.