Plans listing this provider
34
0.06% of the 56,420 plans with Schedule H financials; 24 in 2023
Providers › Citrin Cooperman & Company, LLP
Citrin Cooperman & Company, LLP
- Service provider, as named on Schedule C
- EIN 222428965
- Plan year 2024
- Direct compensation reported $682,727
Assets of those plans
$7,620,115,279
0.10% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$682,727
91% 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 |
|---|---|---|
| 10 | Accounting (including auditing) | 29 |
| 50 | Direct payment from the plan | 9 |
| 15 | Recordkeeping and information management | 2 |
| 17 | Consulting (pension) | 2 |
| 64 | Recordkeeping fees | 2 |
| 70 | Consulting fees | 2 |
| 99 | Other fees | 2 |
| 13 | Contract administrator | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| LNC Employees' 401(k) Savings Plan | Lincoln National | $3,515,209,675 | 16,727 | $43,470 |
| Goodwin Procter LLP Partnership Profit Sharing Savings Plan | Goodwin Procter | $1,551,943,320 | 3,635 | $33,075 |
| Griffon Corporation Retirement Plan | Griffon | $650,193,492 | 6,230 | $27,250 |
| Lewis Brisbois Bisgaard & Smith LLP Employees 401(k) Plan | Lewis Brisbois Bisgaard & Smith | $301,490,112 | 3,945 | $47,250 |
| Wayne J. Griffin Electric, Inc. Retirement Savings Plan | Wayne J. Griffin Electric | $220,171,255 | 1,281 | $5,250 |
| Granite Telecommunications 401(k) Plan | Granite Telecommunications | $198,436,811 | 2,331 | $21,750 |
| Lewis Brisbois Bisgaard & Smith LLP 401(k) Plan | Lewis Brisbois Bisgaard & Smith | $197,103,062 | 468 | $43,050 |
| VT Group U.S. Retirement Plan | VT Services | $175,959,859 | 2,118 | $0 |
| The Washington Trust Company 401(k) Plan | WASHINGTON TRUST | $142,953,401 | 798 | $9,555 |
| Stony Brook Business Ventures, LLC 401(k) Plan | Stony Brook Business Ventures | $83,376,520 | 2,184 | $11,813 |
| Accelerate360 Distribution, LLC 401(k) Plan | Accelerate360 Distribution | $75,941,606 | 816 | $20,475 |
| David Lerner Associates, Inc. 401k Plan | David Lerner Associates | $59,088,022 | 150 | $23,730 |
| Labaton Keller Sucharow LLP 401(k) Savings & Profit Sharing Plan | Labaton Keller Sucharow | $51,514,708 | 226 | $21,000 |
| Tocqueville Management Corporation Tax Deferred Savings Plan | Tocqueville Management | $50,001,501 | 91 | $0 |
| BCTGM Atlantic Profit Sharing Fund | BCTGM Atlantic Profit Sharing Plan | $43,812,559 | 2,775 | $18,551 |
| Ennead Architects LLP 401(k) Planrecordkeeper | Ennead Architects | $40,370,465 | 235 | $18,000 |
| Palm Bay International, Inc. 401(k) Plan | Palm Bay International | $37,191,050 | 309 | $25,200 |
| All Surfaces, Inc. 401(k) Plan | All Surfaces | $34,422,552 | 391 | $17,850 |
| Screenvision 401(k) Savings Plan | Screenvision Direct | $24,913,087 | 235 | $30,081 |
| UFCW Local 888 and Employers 401(k) Plan | Board of Trustees UFCW Local 888 | $20,595,032 | 608 | $11,400 |
| Capital Properties Services, LLC 401(k) Plan | Capital Properties Services | $19,602,022 | 500 | $25,000 |
| The Workplace, Inc. 401k Retirement Plan | Workplace | $19,031,385 | 201 | $19,084 |
| GMA Accessories Inc. 401(k) and Profit Sharing Planrecordkeeper | GMA Accessories | $14,624,340 | 262 | $11,359 |
| Automotive Management, Inc. 401(k) Plan | Harr Motor | $14,392,095 | 347 | $6,500 |
| Applied Visions, Inc. 401(k) Profit Sharing Plan and Trust | Applied Visions | $12,865,529 | 129 | $0 |
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.