401k Record

Providers › Caron & Bletzer, PLLC

Caron & Bletzer, PLLC

Plans listing this provider

38

0.07% of the 56,420 plans with Schedule H financials; 34 in 2023

Assets of those plans

$6,264,779,057

0.08% of all Schedule H plan assets

Plans where it is the recordkeeper

1

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

Direct compensation reported, all plans

$549,211

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 codeMeaningPlans
10Accounting (including auditing)32
99Other fees6
50Direct payment from the plan3
27Investment advisory (plan)1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
CGI Technologies and Solutions, Inc. 401(k) Savings PlanAmerican Management Systems $2,441,837,67815,608$52,770
Engage PEO Retirement Savings PlanS2 HR Group $1,038,964,11223,364$17,500
Bentley Systems, Incorporated Profit Sharing/401(k) PlanBentley Systems $595,175,1002,247$17,200
Ipsos America , Inc 401(k) PlanIpsos America $398,830,9752,608$18,800
JSI Research & Training Institute, Inc. 401(k) PlanJSI Research & Training Institute $238,126,1691,249$15,600
Kintetsu World Express (U.S.A.), Inc. Employees 401(k) PlanKintetsu World Express (U.S.A.) $166,034,7491,104$7,380
High Street Insurance Partners 401(k) PlanHigh Street Insurance Partners $147,517,4812,053$41,400
CSC Serviceworks, Inc. 401(k) PlanCoinmach $133,316,9801,339$23,400
Wood Technologies International 401(k) PlanVector WP Midco Inc. DBA Wood Technologies International $122,227,7971,563$14,200
Eastern Propane 401(k) PlanEastern Propane Gas $76,970,523586$8,000
Cytel Inc. Retirement PlanCytel $74,991,957813$16,500
Rotech Healthcare Inc. 401(k) Savings PlanRotech Healthcare $74,703,1023,669$16,400
High Liner Foods (USA) 401(k) Savings PlanHigh Liner Foods (USA) $71,720,088609$13,800
Australia and New Zealand Banking Group Ltd. Retirement Savings PlanAustralia & New Zealand Banking Group Limited (ANZ) $70,997,869228$12,200
Infovista 401(k) Retirement PlanInfovista Technologies $64,749,054303$9,435
CGI Technologies and Solutions SCA 401(k) Savings PlanAmerican Management Systems $59,138,5791,928$11,130
Golden Pass LNG Terminal LLC 401k PlanGolden Pass LNG Terminal $52,318,592366$1,000
Student Transportation of America, Inc. 401k Savings PlanStudent Transportation of America $48,104,6122,712$16,500
Solar Atmospheres Inc. 401k Profit Sharing PlanSolar Atmospheres $46,467,841288$26,600
Kettle Cuisine, LLC 401(k) Savings PlanKettle Cuisine $40,263,3841,361$13,800
Acton Medical Associates, P.C. 401(k) Profit Sharing PlanrecordkeeperActon Medical Associates $37,665,331281$11,000
Sturdy Savings Bank 401k Retirement Savings PlanSturdy Savings Bank $36,678,332183$12,500
Swenson Granite 401(k) Retirement PlanRock of Ages $29,261,744169$11,000
Erland Construction, Inc. 401(k) PlanErland Construction $27,203,603118$11,500
New England Dermatology, P.C. 401(k) Plan and TrustNew England Dermatology $25,322,311139$12,000

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.