Plans listing this provider
69
0.12% of the 56,420 plans with Schedule H financials; 57 in 2023
Providers › AXA Advisors, LLC
Plans listing this provider
69
0.12% of the 56,420 plans with Schedule H financials; 57 in 2023
Assets of those plans
$4,584,730,015
0.06% of all Schedule H plan assets
Plans where it is the recordkeeper
14
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,527,951
59% 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.
| Service code | Meaning | Plans |
|---|---|---|
| 99 | Other fees | 38 |
| 50 | Direct payment from the plan | 23 |
| 49 | Other services | 20 |
| 27 | Investment advisory (plan) | 20 |
| 15 | Recordkeeping and information management | 13 |
| 21 | Trustee (bank, trust company or similar) | 13 |
| 64 | Recordkeeping fees | 13 |
| 26 | Investment advisory (participants) | 12 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Paychex Pooled Employer 401(k) Plan | Paychex Retirement | $1,768,512,554 | 255,088 | $5,915 |
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $16,930 |
| Vonage 401(k) Retirement Plan | Vonage Holdings | $289,306,635 | 1,887 | $81,250 |
| Dorman Products, Inc. 401(k) Retirement Plan & Trust | Dorman Products | $239,314,357 | 4,571 | $32,000 |
| United Anesthesia Services, P.C. 401(k) Plan | United Anesthesia Services | $200,047,082 | 406 | $149,336 |
| Antolin 401(k) Plan | Grupo Antolin North America | $151,269,489 | 2,036 | $89,709 |
| Harry Winston, Inc. Savings Plan | Harry Winston | $96,385,751 | 809 | $54,380 |
| Mariani Enterprises 401(k) Savings Plan | Mariani Enterprises | $71,098,899 | 1,268 | $126,312 |
| Cyrusone 401(k) Savings Plan | CyrusOne | $64,351,064 | 588 | $0 |
| Fortec Medical, Inc. 401(k) Profit Sharing | Fortec Medical | $59,343,582 | 886 | $0 |
| Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust | Covelli Enterprises | $56,397,077 | 2,360 | $0 |
| Planet Equity Group, LLC 401(k) Plan | Planet Equity Group | $53,349,447 | 901 | $0 |
| Guthy-renker Ventures, LLC 401(k) Plan | Guthy - Renker Ventures | $52,932,620 | 557 | $0 |
| Aegis Sciences Corporation 401(k) Plan | Aegis Sciences | $47,658,450 | 697 | $0 |
| Parker Mccay, P.A. Savings Plan | Parker Mccay | $44,699,270 | 165 | $57,086 |
| Huber + Suhner North America Corporation 401(k) Plan | Huber + Suhner North America | $43,766,643 | 243 | $0 |
| Five Guys Enterprises, LLC 401(k) Plan | Five Guys Enterprises | $43,509,458 | 750 | $0 |
| American Financial Network, Inc. 401(k) Profit Sharing Plan | American Financial Network | $43,183,478 | 1,638 | $0 |
| Sioux Center Health 401(k) Plan | Sioux Center Health | $38,209,354 | 547 | $0 |
| Great Star Tools USA, Inc. 401(k) Plan | Arrow Fastener | $29,722,858 | 460 | $55,855 |
| Kubota Engine America Corporation 401(k) Plan | Kubota Engine America | $28,547,615 | 146 | $0 |
| Neurological Surgery, P.C. Retirement Trust | Neurological Surgery | $27,072,934 | 146 | $61,547 |
| Stant Corporation 401(k) Plan | Stant | $23,426,742 | 555 | $34,510 |
| Cosmo International Corp 401(k) Profit Sharing Plan & Trust | Cosmo International | $22,780,777 | 159 | $29,647 |
| MG Properties Retirement Planrecordkeeper | Gleiberman Properties | $21,990,938 | 752 | $44,498 |
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.