Plans listing this provider
20
0.04% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Assurance Dimensions
Assurance Dimensions
- Service provider, as named on Schedule C
- EIN 263429295
- Plan year 2024
- Direct compensation reported $177,206
Assets of those plans
$1,411,894,617
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$177,206
95% 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 |
|---|---|---|
| 10 | Accounting (including auditing) | 16 |
| 99 | Other fees | 4 |
| 50 | Direct payment from the plan | 4 |
| 17 | Consulting (pension) | 1 |
| 64 | Recordkeeping fees | 1 |
| 70 | Consulting fees | 1 |
| 15 | Recordkeeping and information management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Profit Sharing and 401(k) Plan for Employees of Carlton Fields | Carlton Fields | $315,678,472 | 909 | $11,000 |
| PGA Tour Employees Savings Plan | PGA Tour | $290,773,935 | 4,371 | $8,000 |
| Digital Management, LLC 401(k) Plan | Digital Management | $196,463,849 | 2,866 | $17,000 |
| Guidepoint Security, LLC 401(k) Plan | Guidepoint Security | $71,004,669 | 1,066 | $10,000 |
| Aerodyne Industries LLC 401 K Profit Sharing Plan | Aerodyne Industries | $70,055,028 | 820 | $8,000 |
| Exactech, Inc. 401(k) Profit Sharing Plan | Exactech | $70,007,306 | 654 | $9,000 |
| Pods Enterprises, LLC Non-union 401(k) Savings Plan | Pods Enterprises | $68,272,048 | 2,037 | $7,500 |
| Stanadyne LLC Savings Plus Plan | Stanadyne | $62,940,474 | 820 | $18,500 |
| Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust | Knowbe4 | $57,206,468 | 1,080 | $8,500 |
| Meduit, LLC 401(k) Retirement Plan | Meduit. LLC Ilk/a Receivables | $49,062,164 | 1,053 | $7,500 |
| City Facilities Management (US) LLC 401(k) Plan | City Facilities Management (US) | $45,353,390 | 945 | $6,500 |
| Community First Credit Union of Florida Salary Savings Plan | Community First Credit Union of | $26,375,833 | 482 | $5,005 |
| Motivus, LLC 401(k) Plan | Motivus | $20,017,282 | 236 | $8,000 |
| Onerorx, Inc. 401(k) Plan | Onerorx | $18,408,581 | 587 | $0 |
| Hurst Boiler & Welding Co., Inc. 401(k) Plan | Hurst Boiler & Welding | $16,302,608 | 226 | $8,000 |
| Lighthouse HR Services,llc 401(k) Plan | Lighthouse HR Services | $14,574,247 | 421 | $10,000 |
| Pioneer Construction 401(k) Plan | Pioneer Construction | $7,099,911 | 126 | $8,000 |
| Crown Products Co, Inc. 401(k) Profit Sharing | Crown Products | $7,058,647 | 218 | $7,580 |
| JSC Systems, Inc. 401(k) Profit Sharing Plan & Trust | JSC Systems | $4,428,926 | 155 | $10,121 |
| Galilee Medical 401krecordkeeper | Galilee Medical | $810,779 | 111 | $9,000 |
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.