401k Record

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Ascensus

Plans listing this provider

89

0.16% of the 56,420 plans with Schedule H financials; 90 in 2023

Assets of those plans

$2,033,197,922

0.03% of all Schedule H plan assets

Plans where it is the recordkeeper

7

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$449,948

26% 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
49Other services48
99Other fees24
13Contract administrator6
15Recordkeeping and information management5
64Recordkeeping fees5
50Direct payment from the plan4
27Investment advisory (plan)3
37Participant loan processing3

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
WRP Conglomerate Retirement Savings PlanStandard Retirement Services $139,127,1863,327$1,330
Thomas & Hutton Engineering Co. Retirement PlanThomas & Hutton Engineering $133,347,367674$0
The Sycuan Band of the Kumeyaay Nation 401k Retirement Savings PlanSycuan Band of the Kumeyaay Nation $106,209,1851,532$0
CPC Logistics, Inc. Employees 401(k) Retirement PlanCPC Logistics $82,749,8932,578$-7
Fluidmaster, Inc. Savings PlanFluidmaster $53,195,180194$0
Piedmont Plastic Surgery, P.A. 401(k) PlanPiedmont Plastic Surgery & Dermatology $52,850,725506$16,400
North Georgia Electric Membership Corporation 401(k) PlanNorth Georgia Electric Membership $50,091,215181$0
King & Prince Savings PlanKing & Prince Seafood $42,195,785667$6,450
Country Meadows 401(k) Retirement PlanGeorge M. Leader Family $40,469,9601,356$0
Prairie Farms Dairy 401(k) PlanrecordkeeperPrairie Farms Dairy $39,044,747920$102,094
Prairie Farms Dairy 401(k) PlanrecordkeeperPrairie Farms Dairy $39,044,747920$102,094
Calance 401(k) Profit Sharing PlanPartners Information Technology $38,398,045261$688
Titus-will Retirement Savings PlanTitus-will $37,149,0081,098$1,550
Delaware Elevator, Inc. Retirement PlanDelaware Elevator $37,037,787471$0
Contech Control Services 401(k) PlanContech Control Services $35,005,3481,387$0
Medpoint Management, Inc. 401(k) PlanMedpoint Management $34,869,074597$0
Jimcor Retirement Savings PlanJimcor Agency $33,287,407196$0
Fineos Corporation 401(k) Profit Sharing Plan and TrustFineos $31,256,566237$0
Associated Eye Care, Ltd. Employees' Profit Sharing PlanAssociated Eye Care $30,967,808363$0
The Satilla Rural Electric Membership Corporation 401(k) Savings PlanSatilla EMC $30,694,325168$0
Southern Orthodontic Partners 401(k) PlanSouthern Orthodontic Partners Management $30,104,715606$0
Hancock Askew & Co., LLP Employees' Profit Sharing PlanHancock Askew $29,482,725353$0
Angel Oak Companies 401k Profit Sharing PlanAngel Oak Companies $28,814,599375$0
Serv Behavioral Health System 401(k) Retirement PlanServ Behavioral Health System $27,631,418683$59,384
Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and TrustPueblo of Santa Ana $27,257,2651,135$9,551

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.