Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 6 in 2023
Providers › Bpas
Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 6 in 2023
Assets of those plans
$273,340,453
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
$322,527
60% 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 |
|---|---|---|
| 13 | Contract administrator | 3 |
| 15 | Recordkeeping and information management | 3 |
| 49 | Other services | 3 |
| 37 | Participant loan processing | 2 |
| 50 | Direct payment from the plan | 2 |
| 17 | Consulting (pension) | 1 |
| 27 | Investment advisory (plan) | 1 |
| 38 | Participant communication | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Teamsters Local 830 Retirement Savings Plan | Board of Trustees Teamsters Local 830 Retirement Savings Plan | $106,436,174 | 4,089 | $275,647 |
| Crouse Medical Practice, PLLC 401(k) Planrecordkeeper | Crouse Medical Practice | $43,487,769 | 597 | $0 |
| Citizen Advocates, Inc. 401(k) Plan | Citizen Advocates | $32,694,378 | 512 | $0 |
| Schlesinger Global, LLC 401(k) Profit Sharing Plan | Schlesinger Central Processing Services | $27,605,148 | 259 | $3,549 |
| Pathfinder Bank 401(k) Savings Plan | Pathfinder Bank | $20,546,987 | 289 | $8,393 |
| Access Services, Inc. 401k Plan | Access Services | $14,120,728 | 558 | $6,975 |
| Horschel Brothers Precision 401k Planrecordkeeper | Horschel Brothers Precision | $11,968,654 | 111 | $0 |
| United Helpers 401(k) Retirement Planrecordkeeper | United Helpers | $8,957,523 | 558 | $27,869 |
| Knowlton Technologies, LLC Union Plan | Knowlton Technologies | $7,236,338 | 121 | $0 |
| Angry Crab Shack 401(k) Plan for Restaurant Staff | Angry Crab Shack | $286,754 | 278 | $94 |
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.