Plans listing this provider
19
0.03% of the 56,420 plans with Schedule H financials; 21 in 2023
Providers › Callan LLC
Callan LLC
- Service provider, as named on Schedule C
- EIN 942192581
- Plan year 2024
- Direct compensation reported $3,278,311
Assets of those plans
$112,062,298,711
1.44% 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
$3,278,311
100% 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 |
|---|---|---|
| 16 | Consulting (general) | 9 |
| 28 | Investment management | 7 |
| 50 | Direct payment from the plan | 5 |
| 27 | Investment advisory (plan) | 3 |
| 52 | Investment management fees paid indirectly by plan | 2 |
| 72 | Other investment fees and expenses | 2 |
| 17 | Consulting (pension) | 1 |
| 18 | Custodial (other than securities) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Northrop Grumman Savings Plan | Northrop Grumman | $39,473,777,135 | 151,821 | $59,121 |
| U.S. Roche 401(k) Savings Plan | Genentech | $14,347,809,529 | 36,215 | $274,070 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines | $11,622,763,375 | 12,980 | $19,000 |
| Qualcomm Incorporated Employee Savings and Retirement Plan | QUALCOMM | $9,656,720,286 | 22,540 | $198,909 |
| Parker Retirement Savings Plan | Parker-hannifin | $9,010,073,432 | 40,771 | $650,000 |
| Nordstrom 401k Plan | Nordstrom | $4,295,087,364 | 102,382 | $447,894 |
| LNC Employees' 401(k) Savings Plan | Lincoln National | $3,515,209,675 | 16,727 | $139,041 |
| Texas Health 401(k) Retirement Plan | Texas Health Resources | $3,299,181,783 | 26,922 | $62,500 |
| Centerpoint Energy Savings Plan | CenterPoint Energy | $2,883,094,742 | 11,828 | $149,904 |
| Franklin Templeton 401(k) Retirement Plan | Franklin Resources | $2,796,746,897 | 6,627 | $221,250 |
| NTT Data Americas 401(k) Plan | Keane | $2,697,878,007 | 17,870 | $180,047 |
| Seagate 401(k) Plan | Seagate U.S. | $2,301,371,532 | 6,768 | $81,983 |
| Business Performance Savings Plan of Hallmark Cards, Incorporated | Hallmark Cards | $2,009,373,676 | 7,951 | $43,528 |
| Fujitsu Group Defined Contribution and 401(k) Plan | Fujitsu North America | $1,528,069,020 | 5,846 | $222,500 |
| William Blair 401(k) and Profit Sharing Plan | Blair William | $1,194,015,442 | 2,657 | $252,144 |
| Midland Retirement Plan | MidFirst Bank | $485,626,851 | 3,906 | $192,469 |
| Hallmark Affiliates Employee Savings Plan | Hallmark Cards | $442,919,905 | 3,059 | $8,982 |
| Apex Tool Group, LLC 401(k) Savings Plan | Apex Tool Group | $276,252,350 | 1,677 | $72,033 |
| LNL Agents' 401(k) Savings Plan | Lincoln National Life Insurance | $226,327,710 | 616 | $2,936 |
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.