Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › AXA Advisors LLC
AXA Advisors LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $286,598
Assets of those plans
$537,423,505
0.01% 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
$286,598
87% 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 |
|---|---|---|
| 27 | Investment advisory (plan) | 13 |
| 16 | Consulting (general) | 1 |
| 23 | Insurance services | 1 |
| 24 | Trustee (discretionary) | 1 |
| 53 | Insurance brokerage commissions and fees | 1 |
| 63 | Distribution (12b-1) fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| WSFS Financial Corporation Section 401k Savings & Retirement Plan | Wilmington Savings Fund Society FSB | $260,106,995 | 2,816 | $0 |
| Remy Cointreau USA Inc. 401(k) Safe Harbor Plan | Remy Cointreau USA | $73,759,953 | 383 | $25,576 |
| Cleveland Steel Container Corp. 401(k) Profit Sharing Plan | Cleveland Steel Container | $63,706,565 | 474 | $40,000 |
| Gallagher Sharp 401(k) Plan | Gallagher Sharp | $34,476,560 | 151 | $31,582 |
| The Krapf Group 401(k) Plan | Krapf Bus Companies | $26,939,981 | 669 | $0 |
| Solace Healthcare, Inc. 401(k) Plan | Solace Healthcare | $16,468,779 | 464 | $49,539 |
| Broaddus & Associates, Inc. 401(k) Plan | Broaddus & Associates | $13,995,027 | 168 | $25,635 |
| APG 401(k) Plan | Allied Power Group | $12,279,964 | 227 | $24,542 |
| Rose Casual Dining 401(k) Retirement Savings Plan | H. T. Rose Enterprises | $10,961,197 | 207 | $24,709 |
| CRDN 401(k) Plan | Certified Restoration Drycleaning Network | $5,671,293 | 182 | $23,279 |
| Bass Energy Services LLC and Affiliates 401(k) Plan | Bass Energy Services | $4,612,085 | 58 | $18,593 |
| Premier Medical Resources, LLC 401(k) Plan | Premier Medical Resources | $4,195,371 | 468 | $6,562 |
| Spectrumvoip, Inc. 401(k) Plan | Spectrumvoip | $3,698,804 | 243 | $4,373 |
| Alcon Industries, Inc & Affiliated Companies Incentive Savings Plan | Alcon Industries | $3,322,166 | 186 | $6,795 |
| Townsen 401(k) Plan | Southeast Texas Medical Ventures LLC DBA Townsen Memorial Hospital | $3,228,765 | 244 | $5,413 |
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.