Plans listing this provider
147
0.26% of the 56,420 plans with Schedule H financials; 140 in 2023
Providers › American Funds
American Funds
- Service provider, as named on Schedule C
- EIN 951411037
- Plan year 2024
- Direct compensation reported $179,103
Assets of those plans
$10,495,101,233
0.13% of all Schedule H plan assets
Plans where it is the recordkeeper
24
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$179,103
11% 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 | 128 |
| 59 | Shareholder servicing fees | 121 |
| 64 | Recordkeeping fees | 19 |
| 52 | Investment management fees paid indirectly by plan | 15 |
| 15 | Recordkeeping and information management | 11 |
| 37 | Participant loan processing | 10 |
| 65 | Account maintenance fees | 9 |
| 63 | Distribution (12b-1) fees | 8 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Elevator Constructors Annuity and 401(k) Retirement Plan | BD of Trustees of the Elev Constu Annuity and 401k RET Plan | $7,291,286,104 | 32,732 | $0 |
| Plumbers and Steamfitters Local 486 Severance and Annuity/401(k) Plan | Plumbers and Steamfitters Local 486 Severance and Annuity/401(k) Plan | $391,714,648 | 2,993 | $0 |
| Stevens & Lee Savings Plan | Stevens & Lee | $281,223,608 | 546 | $0 |
| Manhattan Beer Distributors LLC 401(k) Retirement Plan | Manhattan Beer Distributors | $125,457,584 | 744 | $0 |
| Lummus Technology Savings Plan | Lummus Technology | $112,693,276 | 608 | $0 |
| Sid Dillon 401(k) Planrecordkeeper | Sid Dillon Chevrolet-fremont | $109,258,253 | 701 | $9,733 |
| Garfunkel Wild PC 401(k) Retirement Plan | Garfunkel Wild | $90,541,377 | 170 | $0 |
| Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan | Edwin L. Heim | $88,224,303 | 230 | $0 |
| Omitron Inc 401(k) Profit Sharing Plan | Omitron | $67,143,221 | 358 | $0 |
| M3 Engineering & Technology 401(k) Profit Sharing Planrecordkeeper | M3 Engineering & Technology | $63,209,150 | 496 | $7,329 |
| Apogee Engineering 401 (k) Plan | Apogee Engineering | $49,263,400 | 822 | $0 |
| GO Physical Therapy 401(k) Planrecordkeeper | GO Physical Therapy | $45,171,847 | 464 | $23,325 |
| Advanced Solutions International, Inc. 401(k) Retirement Plan | Advanced Solutions International | $39,721,971 | 195 | $0 |
| Databank Holdings 401(k) Plan | Databank Holdings | $37,286,255 | 950 | $0 |
| Rose Companies Employer 401(k) Plan | Rose Companies Employer | $36,058,752 | 305 | $0 |
| Applied Control Engineering Inc. 401(k) Retirement Plan | Applied Control Engineering | $35,374,688 | 216 | $0 |
| Endeavor Business Media, Inc. 401(k) Plan | Endeavor Business Media | $35,321,641 | 728 | $0 |
| Ahresty Wilmington Corporation Retirement Savings Plan | Ahresty Wilmington | $34,494,671 | 633 | $0 |
| Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan | Pugh Lubricants | $34,082,300 | 530 | $0 |
| Listrak, Inc. 401(k) Plan | Listrak | $33,558,138 | 398 | $0 |
| Generational Equity, LLC 401(k) Plan | Generational Equity | $32,563,014 | 269 | $0 |
| Klarna 401(k) Plan | Klarna | $32,122,333 | 569 | $0 |
| Manhattan Beer Distributors Union Employees 401(k) Plan | Manhattan Beer Distributors | $32,065,959 | 614 | $0 |
| Aero Centers 401(k) Profit Sharing Plan | SAR Trilogy | $31,575,939 | 188 | $0 |
| Perc Engineering, LLC 401(k) Plan | Perc Engineering | $30,383,326 | 166 | $0 |
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.