Plans listing this provider
86
0.15% of the 56,420 plans with Schedule H financials; 82 in 2023
Providers › At Retirement Services, LLC
At Retirement Services, LLC
- Service provider, as named on Schedule C
- EIN 833455979
- Plan year 2024
- Direct compensation reported $3,392,268
Assets of those plans
$1,361,335,050
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
83
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$81.16
across 76 plans that pay it 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 |
|---|---|---|
| 15 | Recordkeeping and information management | 82 |
| 50 | Direct payment from the plan | 76 |
| 37 | Participant loan processing | 75 |
| 64 | Recordkeeping fees | 75 |
| 12 | Claims processing | 67 |
| 18 | Custodial (other than securities) | 67 |
| 13 | Contract administrator | 8 |
| 38 | Participant communication | 8 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| UFCW Local One 401(k) Savings Plan | BRD of Ttees UFCW Local One 401(k) Savings Plan | $154,169,664 | 11,426 | $681,171 |
| The Logical Retirement Solutionrecordkeeper | Americantcs Fiduciary Services | $90,794,844 | 1,305 | $253,900 |
| Americantcs 401(k) Planrecordkeeper | Americantcs Fiduciary Services | $54,150,571 | 1,487 | $119,506 |
| Sierra Pacific Orthopaedic Center Medical Group, Inc. 401(k) Profit Sharing Planrecordkeeper | Sierra Pacific Orthopaedic Center Medical Group | $52,364,795 | 315 | $128,656 |
| KFG Financial Freedom Fundrecordkeeper | Americantcs Fiduciary Services | $51,823,257 | 681 | $48,132 |
| Onepoint HRO, LLC Multiple Employer 401(k) Planrecordkeeper | Onepoint HRO | $44,855,662 | 1,060 | $117,313 |
| Kennicott Brothers Company Employee Stock Ownership and 401(k)recordkeeper | Kennicott Brothers | $43,407,372 | 428 | $12 |
| Retinovitreous Associates Ltd. 401k Profit Sharing Planrecordkeeper | Retinovitreous Associates | $43,373,151 | 461 | $71,425 |
| Timberland Bank Employee Stock Ownership & 401(k) Planrecordkeeper | Timberland Bank | $39,938,057 | 411 | $29,731 |
| Western New York Teamsters 401(k) Plan | Teamsters Local No. 264 | $39,662,539 | 852 | $66,504 |
| Digital Currency Group Inc. 401(k) Planrecordkeeper | Digital Currency Group | $32,587,402 | 696 | $78,472 |
| Forus 401(k)recordkeeper | Skydio | $31,419,448 | 913 | $37,538 |
| North State Bank 401k Plan and ESOPrecordkeeper | North State Bank | $30,887,510 | 322 | not reported |
| The Achieve Advantage 401(k) Planrecordkeeper | Americantcs Fiduciary Services | $30,023,622 | 1,280 | $38,308 |
| Big River Resources West Burlington, LLC EE 401(k) Savings Planrecordkeeper | Big River Resources West Burlington | $29,655,137 | 316 | $81,215 |
| Smith Bruer United 401(k) Planrecordkeeper | Americantcs Fiduciary Services | $29,650,212 | 461 | $69,549 |
| Acorns Grow 401(k) Planrecordkeeper | Acorns Grow | $28,947,597 | 532 | $9,120 |
| NNR Global Logistics USA Inc. Retirement Planrecordkeeper | NNR Global Logistics USA | $28,816,231 | 497 | $31,161 |
| Qui(k) 401(k) Planrecordkeeper | Americantcs Fiduciary Services | $22,310,402 | 446 | $50,027 |
| Blue Bottle Coffee, Inc. 401(k) Planrecordkeeper | Blue Bottle Coffee | $20,628,217 | 2,977 | $54,553 |
| Chartwell 401(k) Profit Sharing Planrecordkeeper | Chartwell Financial Advisory | $19,225,244 | 123 | $52,890 |
| Neighborhood Loans 401(k) Planrecordkeeper | Neighborhood Loans | $18,712,379 | 444 | $39,411 |
| Markley Lowell LLC 401(k) Profit Sharing Plan & Trustrecordkeeper | Markley Lowell | $17,453,877 | 177 | $11,554 |
| Robbins Research International, Inc. 401(k) Planrecordkeeper | Robbins Research International | $16,733,728 | 493 | $21,686 |
| Alliance Industries, Inc. 401(k) Planrecordkeeper | Alliance Industries | $16,269,085 | 1,019 | $7,313 |
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.