401k Record

Providers › Caron & Bletzer, PLLC

Caron & Bletzer, PLLC

Plans listing this provider

110

0.19% of the 56,420 plans with Schedule H financials; 97 in 2023

Assets of those plans

$23,152,853,394

0.30% 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

$1,608,807

96% 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)97
50Direct payment from the plan16
99Other fees10
29Legal4
16Consulting (general)2
28Investment management2
49Other services2
13Contract administrator1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Fresenius Medical Care North America 401(k) Savings PlanFresenius Medical Care $4,370,659,76049,065$12,000
NTT Data Americas 401(k) PlanKeane $2,697,878,00717,870$34,500
Bertelsmann 401(k) Savings PlanBertelsmann $1,959,139,20014,062$21,255
Constellation Software (U.S.A.) Inc. Retirement Savings PlanCSI USA $1,611,203,91817,284$36,000
Netscout Systems, Inc. 401(k) PlanNetscout Systems $645,063,1321,965$17,500
Houghton Mifflin 401(k) Savings PlanHoughton Mifflin Harcourt Publishing $644,193,5374,727$19,600
My 401(k) PlanSunovion Pharmaceuticals $634,069,8912,773$21,500
Cboe Global Markets Smart PlanBATS Global Markets $509,072,8031,613$12,750
Mitsubishi Heavy Industries Americas Inc. Shared Services PlanMitsubishi Heavy Industries Americas $460,371,8093,448$29,000
Central Hudson Gas & Electric Corporation Savings Incentive PlanCentral Hudson Gas & Electric $448,500,6011,584$29,135
Mashantucket Pequot Tribe 401(k) Retirement PlanMashantucket Pequot Tribe $424,904,5144,100$10,110
Sappi North America, Inc. Salaried Investment PlanWarren S D $376,821,8931,059$19,800
Astrion 401(k) PlanAstrion $358,928,7843,937$7,448
Trelleborg Corporation Savings PlanTrelleborg $322,185,5224,000$19,500
Bryant University 403(b) Retirement PlanBryant University $318,178,2141,555$14,450
Datadog 401(k) PlanDatadog $300,752,7975,424$10,400
Louis Dreyfus Retirement Savings PlanLouis Dreyfus $286,968,6381,703$12,920
Sappi North America, Inc. Hourly Investment PlanWarren S D $282,297,9411,567$3,375
Keolis America, Inc. 401(k) Savings PlanKeolis $280,936,4253,858$32,800
Rocket Software, Inc. 401(k) PlanRocket Software $275,596,5061,542$11,400
American Regent, Inc. 401(k) and Profit Sharing PlanAmerican Regent $255,194,0301,739$0
Pyramid Advisors 401(k) PlanPyramid Advisors Limited Partnership $246,787,8636,731$15,950
Enviri Retirement Savings and Investment PlanEnviri $245,936,1012,706$34,381
Trimark Retirement Savings PlanTMK Global Holdings $245,390,5213,667$16,000
Enel North America, Inc. 401(k) PlanChi Energy $214,554,0992,262$11,800

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.