Plans listing this provider
110
0.19% of the 56,420 plans with Schedule H financials; 97 in 2023
Providers › 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.
| Service code | Meaning | Plans |
|---|---|---|
| 10 | Accounting (including auditing) | 97 |
| 50 | Direct payment from the plan | 16 |
| 99 | Other fees | 10 |
| 29 | Legal | 4 |
| 16 | Consulting (general) | 2 |
| 28 | Investment management | 2 |
| 49 | Other services | 2 |
| 13 | Contract administrator | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Fresenius Medical Care North America 401(k) Savings Plan | Fresenius Medical Care | $4,370,659,760 | 49,065 | $12,000 |
| NTT Data Americas 401(k) Plan | Keane | $2,697,878,007 | 17,870 | $34,500 |
| Bertelsmann 401(k) Savings Plan | Bertelsmann | $1,959,139,200 | 14,062 | $21,255 |
| Constellation Software (U.S.A.) Inc. Retirement Savings Plan | CSI USA | $1,611,203,918 | 17,284 | $36,000 |
| Netscout Systems, Inc. 401(k) Plan | Netscout Systems | $645,063,132 | 1,965 | $17,500 |
| Houghton Mifflin 401(k) Savings Plan | Houghton Mifflin Harcourt Publishing | $644,193,537 | 4,727 | $19,600 |
| My 401(k) Plan | Sunovion Pharmaceuticals | $634,069,891 | 2,773 | $21,500 |
| Cboe Global Markets Smart Plan | BATS Global Markets | $509,072,803 | 1,613 | $12,750 |
| Mitsubishi Heavy Industries Americas Inc. Shared Services Plan | Mitsubishi Heavy Industries Americas | $460,371,809 | 3,448 | $29,000 |
| Central Hudson Gas & Electric Corporation Savings Incentive Plan | Central Hudson Gas & Electric | $448,500,601 | 1,584 | $29,135 |
| Mashantucket Pequot Tribe 401(k) Retirement Plan | Mashantucket Pequot Tribe | $424,904,514 | 4,100 | $10,110 |
| Sappi North America, Inc. Salaried Investment Plan | Warren S D | $376,821,893 | 1,059 | $19,800 |
| Astrion 401(k) Plan | Astrion | $358,928,784 | 3,937 | $7,448 |
| Trelleborg Corporation Savings Plan | Trelleborg | $322,185,522 | 4,000 | $19,500 |
| Bryant University 403(b) Retirement Plan | Bryant University | $318,178,214 | 1,555 | $14,450 |
| Datadog 401(k) Plan | Datadog | $300,752,797 | 5,424 | $10,400 |
| Louis Dreyfus Retirement Savings Plan | Louis Dreyfus | $286,968,638 | 1,703 | $12,920 |
| Sappi North America, Inc. Hourly Investment Plan | Warren S D | $282,297,941 | 1,567 | $3,375 |
| Keolis America, Inc. 401(k) Savings Plan | Keolis | $280,936,425 | 3,858 | $32,800 |
| Rocket Software, Inc. 401(k) Plan | Rocket Software | $275,596,506 | 1,542 | $11,400 |
| American Regent, Inc. 401(k) and Profit Sharing Plan | American Regent | $255,194,030 | 1,739 | $0 |
| Pyramid Advisors 401(k) Plan | Pyramid Advisors Limited Partnership | $246,787,863 | 6,731 | $15,950 |
| Enviri Retirement Savings and Investment Plan | Enviri | $245,936,101 | 2,706 | $34,381 |
| Trimark Retirement Savings Plan | TMK Global Holdings | $245,390,521 | 3,667 | $16,000 |
| Enel North America, Inc. 401(k) Plan | Chi Energy | $214,554,099 | 2,262 | $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.