401k Record

Providers › Advanced Capital Group

Advanced Capital Group

Plans listing this provider

22

0.04% of the 56,420 plans with Schedule H financials; 24 in 2023

Assets of those plans

$7,404,976,420

0.10% 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

$901,667

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 codeMeaningPlans
27Investment advisory (plan)15
50Direct payment from the plan15
26Investment advisory (participants)4
17Consulting (pension)1
10Accounting (including auditing)1
16Consulting (general)1
23Insurance services1
28Investment management1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
CHS Inc. 401(k) PlanCHS $1,783,052,91613,227$90,000
Arkema Inc. Employees' Retirement Savings (401(k)) PlanArkema $1,235,198,3564,368$53,232
Cardinal Cash-in II PlanCardinal Glass Industries $676,503,4699,252$35,000
Fish & Richardson Profit Sharing - 401(k) PlanFish & Richardson $641,002,1781,446$55,633
Domino's Pizza 401(k) Savings PlanDomino’s Pizza $461,444,8714,761$17,000
Toppan Merrill 401(k) PlanToppan Merrill $460,787,6971,616$38,000
Triniplus Retirement PlanTrinity Health $407,261,4153,708$20,000
Metropolitan Anesthesia Network Profit Sharing PlanMetropolitan Anesthesia Network $391,114,486657$31,170
Johnson Brothers 401(k) PlanJohnson Brothers Liquor $337,325,3854,232$29,887
Mankato Clinic, Ltd. 401(k) Profit Sharing PlanMankato Clinic $236,016,1551,148$51,000
Ucare 401(k) Retirement Savings PlanUcare Minnesota $150,264,9002,070$223,364
Arkema Inc. Retirement Savings (401(k)) Plan for Collectively Bargained EmployeesArkema $130,835,449512$6,768
Anderson Trucking Service, Inc. Profit Sharing and 401(k) PlanAnderson Trucking Service $96,991,8702,098$8,000
Larkin,hoffman,daly & Lindgren, Ltd. Profit Sharing Plan and TrustLarkin Hoffman Daly & Lindgren $96,952,305204$11,500
Rathje Companies 401(k) PlanRathje Enterprises $76,139,185638$106,415
Nexen Group Inc. Retirement Savings PlanNexen Group $56,842,022146$12,000
Nexus Retirement PlanNexus Family Healing $53,910,6162,199$27,000
Collier Enterprises 401(k) PlanTarpon Blue CE Management $30,561,439175$15,000
Northland Dealers Investment Group, Inc. 401(k) Retirement PlanNorthland Dealers Investment Group $25,886,870725$9,215
Activar, Inc. & Affiliated Companies Tax Deferred Savings PlanActivar $23,876,484329$31,421
Perfection Learning Corporation 401(k) PS Plan & TrustPerfection Learning $20,285,009158$23,562
BSA Family of Companies 401(k) PlanBSA Worldwide Holdings $12,723,343178$6,500

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.