Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Aprio Wealth Management
Aprio Wealth Management
- Service provider, as named on Schedule C
- EIN 582484343
- Plan year 2024
- Direct compensation reported $438,479
Assets of those plans
$375,570,686
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
4
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$438,479
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 code | Meaning | Plans |
|---|---|---|
| 50 | Direct payment from the plan | 7 |
| 26 | Investment advisory (participants) | 6 |
| 15 | Recordkeeping and information management | 4 |
| 21 | Trustee (bank, trust company or similar) | 4 |
| 27 | Investment advisory (plan) | 4 |
| 49 | Other services | 4 |
| 64 | Recordkeeping fees | 4 |
| 99 | Other fees | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Brixmor Employment Company LLC 401(k) Plan | Brixmor Employment | $109,788,510 | 710 | $11,424 |
| Insider, Inc. 401(k) Plan | Business Insider | $91,721,093 | 1,388 | $83,913 |
| Aprio Advantage Pooled Employer Plan | Pension Specialists | $55,717,677 | 1,071 | $95,388 |
| Mountville Mills 401(k) Profit Sharing Plan | Mountville Mills | $45,144,464 | 720 | $41,746 |
| Anchor Point Management Group Employee Benefit Planrecordkeeper | Anchor Point Management Group | $22,432,018 | 988 | $47,236 |
| Rational Cooking Systems, Inc. 401(k) Planrecordkeeper | Rational Cooking Systems | $15,639,188 | 214 | $28,053 |
| Belnick, Inc. Retirement Trustrecordkeeper | Belnick | $12,268,923 | 271 | $27,103 |
| Omega Construction, Inc. 401(k) Plan | Omega Construction | $7,892,856 | 140 | $23,952 |
| Nebo Agency, LLC 401(k) Plan | Nebo Agency | $6,630,453 | 137 | $21,332 |
| Hermeus 401(k) & Profit Share Planrecordkeeper | Hermeus | $4,172,361 | 235 | $9,937 |
| Proof of the Pudding by MGR Inc 401k Plan | Proof of the Pudding by MGR | $3,210,244 | 64 | $13,000 |
| Mountain River 401(k) Plan | Mountain River Trucking | $952,899 | 107 | $6,037 |
| ECI Group 401(k) Plan | ECI Construction | $0 | 0 | $15,768 |
| CDE Services 401k Profit Sharing Plan | CDE Services | $0 | 0 | $13,590 |
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.