401k Record

Providers › The Benefit Advantage

The Benefit Advantage

Plans listing this provider

16

0.03% of the 56,420 plans with Schedule H financials; 15 in 2023

Assets of those plans

$346,600,367

0.00% of all Schedule H plan assets

Plans where it is the recordkeeper

3

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

Direct compensation reported, all plans

$436,704

94% 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
13Contract administrator12
50Direct payment from the plan8
99Other fees7
49Other services6
37Participant loan processing4
15Recordkeeping and information management2
64Recordkeeping fees2
12Claims processing1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Trion Solutions, Inc. 401(k) Profit Sharing PlanTrion Solutions $106,581,6034,088$30,738
Bronx Center Healthcare Systems 401(k) PlanrecordkeeperBronx Center for Rehabilitation & Healthcare $77,454,8361,808$311,275
The Ave Maria 401(k) PlanAve Maria Foundation $26,976,310278$4,015
Healthmark 401(k) PlanHealthmark Industries $18,038,884374$0
Mapal Inc. Office 401(k) PlanMapal $16,987,745138$3,000
Jack Doheny Company 401(k) PlanJack Doheny $16,584,559264$13,616
Beyond Podiatry 401(k) PlanGreat Lakes Foot & Ankle Institute $15,134,606222$3,460
Simpeo 401(k) PlanrecordkeeperSimpeo $13,957,777286$6,450
Deshler Group, Inc. 401(k) Profit Sharing PlanDeshler Group $10,461,495160$16,804
Ascend Technologies 401(k) PlanAscend Technologies $9,334,125198$5,600
Union Joints Multiple Employer PlanUnion Joints $9,317,886144$4,096
Princeton Acquisition, LLC 401(k) PlanPrinceton Acquisition $9,303,596585$14,407
Eden HC 401(k) Plan239 Legris Ave Operations $7,081,322187$3,825
Thornton & Grooms Retirement PlanBergstrom Operating $6,055,522195$2,291
Allstaff Payroll, Inc. 401(k) Retirement PlanrecordkeeperAllstaff Payroll $1,700,068222$12,071
Millennium Wireless Technology, Inc. 401(k) Profit Sharing PlanMillennium Wireless Technology $1,630,033185$5,056

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.