Plans listing this provider
127
0.23% of the 56,420 plans with Schedule H financials; 17 in 2023
Providers › Advised Assets Group, LLC
Advised Assets Group, LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $1,000,782
Assets of those plans
$35,340,705,184
0.45% 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
$1,000,782
99% 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 |
|---|---|---|
| 28 | Investment management | 127 |
| 51 | Investment management fees paid directly by plan | 1 |
| 50 | Direct payment from the plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Teamster - UPS National 401(k) Tax Deferred Savings Plan | United Parcel Service | $19,309,174,243 | 219,009 | $367,894 |
| Fujifilm Long Term Savings Plan | Fujifilm North America | $1,457,661,920 | 7,595 | $33,378 |
| BT U.S. Retirement Savings Plan 401(k) | BT Americas Holdings | $652,226,274 | 1,949 | $48,782 |
| Hensel Phelps Salary Retirement Plan | Hensel Phelps Construction | $645,604,523 | 3,646 | $20,709 |
| Power Profit Sharing 401(k) Plan | Power Engineers | $591,565,716 | 4,416 | $14,632 |
| Coca-cola Southwest Beverages 401(k) Plan | Coca-cola Southwest Beverages | $589,032,657 | 10,073 | $25,416 |
| The University of Phoenix, Inc. Savings and Investment Plan | University of Phoenix | $586,037,109 | 7,822 | $20,652 |
| Boyd Gaming Corporation 401(k) Plan and Trust | Boyd Gaming | $537,126,579 | 16,811 | $18,783 |
| Printpack Inc Savings & Profit Sharing Plan | Printpack | $460,597,132 | 3,189 | $38,122 |
| Encore Group (USA) LLC Retirement Savings Plan | Encore Group (USA) | $453,237,264 | 11,662 | $26,937 |
| Faurecia USA Holdings, Inc. Retirement Savings | Faurecia USA Holdings | $422,920,698 | 3,999 | $34,201 |
| Geodis USA Retirement Plan | Geodis Logistics | $341,305,638 | 16,543 | $4,460 |
| CGB Enterprises, Inc. 401(k) Retirement Savings Plan | CGB Enterprises | $335,258,756 | 2,320 | $1,369 |
| Vitro Employee Savings Plan | Vitro Flat Glass | $310,819,539 | 3,401 | $21,677 |
| Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan | Atlantic Union Bankshares | $300,679,061 | 3,337 | $10,362 |
| Stillwater Mining Company Bargaining Unit 401(k) Plan | Stillwater Mining | $276,301,384 | 1,306 | $22,276 |
| Colliers Engineering & Design, Inc. 401(k) Savings & Retirement Plan | Colliers Engineering & Design | $271,748,007 | 2,831 | $2,340 |
| SWBG, LLC 401(k) Plan | SWBG Orlando Corporate Operations Group | $269,382,450 | 8,003 | $3,750 |
| Fujifilm Diosynth Biotechnologies Long Term Savings Plan | Fujifilm Diosynth Biotechnologies U.S.A. | $250,009,108 | 2,429 | $8,777 |
| Frankenmuth Insurance 401(k) Savings Plan | Frankenmuth Insurance | $231,793,984 | 1,050 | $4,247 |
| Filtration Group 401(k) Retirement Savings Plan | Filtration Group | $224,214,045 | 3,388 | $5,903 |
| Tax-favored Savings Program | Blue Cross and Blue Shield of Nebraska | $207,848,398 | 1,509 | $5,963 |
| Lozier Corporation 401(k) Savings Plan | Lozier | $191,843,883 | 1,832 | $4,686 |
| Swissport North America Holdings, Inc. 401(k) Savings and Retirement Plan | Swissport North America Holdings | $173,531,037 | 6,179 | $887 |
| Tudor Investment Corporation 401(k) Savings and Profit-sharing Plan | Tudor Investment | $172,657,959 | 499 | $4,747 |
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.