Plans listing this provider
21
0.04% of the 56,420 plans with Schedule H financials; 20 in 2023
Providers › 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.
| Service code | Meaning | Plans |
|---|---|---|
| 13 | Contract administrator | 8 |
| 15 | Recordkeeping and information management | 7 |
| 64 | Recordkeeping fees | 7 |
| 37 | Participant loan processing | 5 |
| 49 | Other services | 5 |
| 99 | Other fees | 5 |
| 50 | Direct payment from the plan | 4 |
| 14 | Plan administrator | 2 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Summit Medical Group, PLLC 401(k) Profit Sharing Planrecordkeeper | Summit Medical Group | $348,079,110 | 2,183 | $32,448 |
| The Lawrence Group Companies 401(k) Plan | G. M. Lawrence | $96,227,215 | 1,104 | $30,180 |
| Urology Healthcare Group, Inc. 401(k)/profit Sharing Plan | Cimplify | $91,260,050 | 482 | $18,372 |
| Premier Medical Group,p.c.401(k) Profit Sharing Plan | Premier Medical Group | $60,393,262 | 461 | $28,050 |
| Advanced Cardiovascular Specialists LLC Profit Sharing 401(k) Plan | Advanced Cardiovascular Specialists | $47,168,108 | 156 | $3,000 |
| Hill Wiremasters 401(k) Profit Sharing Plan & Trustrecordkeeper | Hill Wiremasters | $43,042,550 | 312 | $1,200 |
| Southeastern Retina Associates, PC Profit Sharing 401k Plan | Southeastern Retina Associates | $37,343,449 | 385 | $0 |
| Athens Distributing Retirement Planrecordkeeper | Athens Distributing Company of Nashville | $36,381,559 | 365 | $1,165 |
| Unarco Material Handling 401(k) Plan | Unarco Material Handling | $24,005,001 | 293 | $8,250 |
| Leitner, Williams, Dooley & Napolitan, PLLC Retirement Savings Planrecordkeeper | Leitner Williams Dooley & Napolitan | $23,620,611 | 117 | $6,888 |
| Solaris Foundation 401(k) Retirement Planrecordkeeper | Solaris Foundation | $23,259,967 | 681 | $15,792 |
| Cumberland Trust 401(k) Plan | Cumberland Trust and Investment | $15,286,973 | 148 | $8,510 |
| Bell & Associates Construction, LLC 401(k) Planrecordkeeper | Bell & Associates Construction | $14,993,882 | 300 | $16,519 |
| Frost-arnett Company 401(k) Plan | Frost-arnett | $9,086,902 | 298 | $3,240 |
| Clearbrook Holdings Corp 401(k) Plan | Clearbrook Holdings | $8,316,291 | 243 | $3,869 |
| Wolfchase Honda-nissan Retirement Plan | Schaeffer Automotive Group | $7,947,961 | 129 | $3,502 |
| Nashville Zoo, Inc. 401(k) Plan | Nashville Zoo | $6,634,060 | 148 | $1,319 |
| Iostudio, LLC 401(k) Planrecordkeeper | Iostudio | $6,252,725 | 109 | $15,966 |
| Reuland Electric 401(k) Planrecordkeeper | Reuland Electric | $5,899,737 | 201 | $330 |
| Roscoe Brown, Inc. 401(k) Plan | Roscoe Brown | $3,628,660 | 77 | $4,627 |
| Athens Distributing Company of Memphis 401 (k) Retirement Planrecordkeeper | Athens Distributing Company of Memphis | $0 | 0 | $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.