401k Record

Providers › Acuff & Associates, Inc.

Acuff & Associates, Inc.

Plans listing this provider

21

0.04% of the 56,420 plans with Schedule H financials; 20 in 2023

Assets of those plans

$908,828,073

0.01% of all Schedule H plan assets

Plans where it is the recordkeeper

9

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$206,517

95% 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 codeMeaningPlans
13Contract administrator8
15Recordkeeping and information management7
64Recordkeeping fees7
37Participant loan processing5
49Other services5
99Other fees5
50Direct payment from the plan4
14Plan administrator2

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Summit Medical Group, PLLC 401(k) Profit Sharing PlanrecordkeeperSummit Medical Group $348,079,1102,183$32,448
The Lawrence Group Companies 401(k) PlanG. M. Lawrence $96,227,2151,104$30,180
Urology Healthcare Group, Inc. 401(k)/profit Sharing PlanCimplify $91,260,050482$18,372
Premier Medical Group,p.c.401(k) Profit Sharing PlanPremier Medical Group $60,393,262461$28,050
Advanced Cardiovascular Specialists LLC Profit Sharing 401(k) PlanAdvanced Cardiovascular Specialists $47,168,108156$3,000
Hill Wiremasters 401(k) Profit Sharing Plan & TrustrecordkeeperHill Wiremasters $43,042,550312$1,200
Southeastern Retina Associates, PC Profit Sharing 401k PlanSoutheastern Retina Associates $37,343,449385$0
Athens Distributing Retirement PlanrecordkeeperAthens Distributing Company of Nashville $36,381,559365$1,165
Unarco Material Handling 401(k) PlanUnarco Material Handling $24,005,001293$8,250
Leitner, Williams, Dooley & Napolitan, PLLC Retirement Savings PlanrecordkeeperLeitner Williams Dooley & Napolitan $23,620,611117$6,888
Solaris Foundation 401(k) Retirement PlanrecordkeeperSolaris Foundation $23,259,967681$15,792
Cumberland Trust 401(k) PlanCumberland Trust and Investment $15,286,973148$8,510
Bell & Associates Construction, LLC 401(k) PlanrecordkeeperBell & Associates Construction $14,993,882300$16,519
Frost-arnett Company 401(k) PlanFrost-arnett $9,086,902298$3,240
Clearbrook Holdings Corp 401(k) PlanClearbrook Holdings $8,316,291243$3,869
Wolfchase Honda-nissan Retirement PlanSchaeffer Automotive Group $7,947,961129$3,502
Nashville Zoo, Inc. 401(k) PlanNashville Zoo $6,634,060148$1,319
Iostudio, LLC 401(k) PlanrecordkeeperIostudio $6,252,725109$15,966
Reuland Electric 401(k) PlanrecordkeeperReuland Electric $5,899,737201$330
Roscoe Brown, Inc. 401(k) PlanRoscoe Brown $3,628,66077$4,627
Athens Distributing Company of Memphis 401 (k) Retirement PlanrecordkeeperAthens Distributing Company of Memphis $00$3,290

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.