Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Artisan Funds
Artisan Funds
- Service provider, as named on Schedule C
- EIN 300551775
- Plan year 2024
- Direct compensation reported $14,280,837
Assets of those plans
$118,763,588,588
1.53% 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
$14,280,837
46% 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 | 12 |
| 59 | Shareholder servicing fees | 7 |
| 68 | Soft dollars commissions | 6 |
| 51 | Investment management fees paid directly by plan | 6 |
| 50 | Direct payment from the plan | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Microsoft Corporation Savings Plus 401k Plan | Microsoft | $65,646,011,638 | 177,887 | $9,583,450 |
| Morgan Stanley 401(k) Plan | Morgan Stanley Domestic Holdings | $22,180,692,974 | 77,339 | $1,448,835 |
| The Goldman Sachs 401(k) Plan | Goldman Sachs Group | $12,807,939,404 | 48,807 | $1,195,174 |
| UBS 401(k) Plan Trust | UBS AG at Eleven Madison Avenue | $10,206,773,684 | 33,268 | $1,122,648 |
| Siemens Energy, Inc. Savings Plan | Siemens Energy | $3,957,525,930 | 15,382 | $134,676 |
| NXP 401(k) Retirement Plan | NXP USA | $3,849,208,258 | 8,519 | $796,054 |
| Apogee Engineering 401 (k) Plan | Apogee Engineering | $49,263,400 | 822 | $0 |
| Digital.ai 401(k) Savings & Investment Plan | Digital.ai Software | $22,299,621 | 331 | $0 |
| Exzac, Inc Retirement Plan | Exzac | $14,476,613 | 184 | $0 |
| Corporate Mailings Inc. 401(k) Profit Sharing Plan | Corporate Mailings | $13,970,363 | 144 | $0 |
| Wheeler Trucking, Inc. 401(k) Plan | Wheeler Trucking | $8,957,533 | 359 | $0 |
| PHA America, Inc. 401(k) Plan | PHA America | $3,389,244 | 305 | $0 |
| Keystone Technology Consultants, Inc. 401(k) Profit Sharing Plan | Keystone Technology Consultants in | $3,079,926 | 135 | $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.