Plans listing this provider
251
0.44% of the 56,420 plans with Schedule H financials; 247 in 2023
Providers › Cliftonlarsonallen LLP
Cliftonlarsonallen LLP
- Service provider, as named on Schedule C
- EIN 410746749
- Plan year 2024
- Direct compensation reported $4,789,148
Assets of those plans
$100,595,382,612
1.29% of all Schedule H plan assets
Plans where it is the recordkeeper
8
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$4,789,148
95% 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) | 207 |
| 50 | Direct payment from the plan | 88 |
| 99 | Other fees | 24 |
| 27 | Investment advisory (plan) | 17 |
| 70 | Consulting fees | 10 |
| 26 | Investment advisory (participants) | 9 |
| 15 | Recordkeeping and information management | 8 |
| 17 | Consulting (pension) | 8 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| 401(k) Pension Plan | National Rural Electric Cooperative Association | $16,840,459,887 | 79,674 | $70,714 |
| 3M Voluntary Investment Plan and Employee Stock Ownership Plan | 3M | $10,596,010,150 | 40,357 | $151,827 |
| Advocate Aurora Health 401(k) Plan | Advocate Aurora Health | $10,487,791,739 | 100,747 | $23,625 |
| Parker Retirement Savings Plan | Parker-hannifin | $9,010,073,432 | 40,771 | $33,674 |
| National Grid USA Co. Incentive Thrift Plan | National Grid USA Service | $6,435,482,235 | 23,847 | $7,087 |
| TE Connectivity Retirement Savings and Investment Plan | AMP | $3,087,528,021 | 15,021 | $28,460 |
| Netflix 401(k) Plan | Netflix | $2,348,392,285 | 11,401 | $42,735 |
| Pentegra Defined Contribution Plan for Financial Institutions | Board of Directors of Pentegra Defined Contribution Plan | $2,261,117,387 | 21,969 | $29,400 |
| Park Nicollet Health Services 401k Retirement Savings Plan | Park Nicollet Health Services | $2,229,328,621 | 10,982 | $14,490 |
| Credit Union Retirement Plan Association 401(k) Plan | Credit Union Retirement Plan Association | $2,111,022,988 | 25,289 | $12,702 |
| Midamerican Energy Company Retirement Savings Plan | Midamerican Energy | $1,984,497,578 | 8,047 | $10,894 |
| Cushman & Wakefield 401(k) Plan | Cushman & Wakefield | $1,688,786,800 | 19,002 | $67,200 |
| Knight-swift Transportation Holdings, Inc. Retirement Plan | Knight-Swift Transportation Holdings | $1,019,117,818 | 30,327 | $0 |
| Prime Therapeutics LLC 401(k) Plan | Prime Therapeutics | $911,276,986 | 8,263 | $14,385 |
| Amphenol Corporation Employee Savings/401(k) Plan | Amphenol | $779,235,071 | 6,695 | $32,350 |
| International Brotherhood of Electrical Workers Local Unions Savings & Security Plan | Board of Directors of the IBEW Locals' Saving & Retirement Group Trust | $742,021,180 | 2,667 | $36,352 |
| Wisconsin Neca-ibew Retirement Plan | Trustees of Wisconsin Neca-ibew | $715,237,668 | 2,856 | $31,967 |
| BJ'S Wholesale Club, Inc. 401(k) Savings Plan | BJS Wholesale Club | $661,051,435 | 15,178 | $30,450 |
| Sargento Profit Sharing and Retirement Plan | Sargento Foods | $660,137,517 | 3,427 | $20,118 |
| Schwan's Company Retirement Savings Plan | Schwans Shared Services | $632,333,722 | 8,237 | $39,691 |
| Puget Sound Electrical Workers 401(k) Savings Plan | Board of Trustees Puget Sound Electrical Workers 401(k) Savings Plan | $622,308,825 | 8,061 | $21,174 |
| Graco Employee Investment Plan | Graco | $619,114,813 | 3,407 | $9,975 |
| Big Y Foods, Inc. 401(k) Retirement Savings Plan | Big Y Foods | $573,818,728 | 8,821 | $18,243 |
| Sheet Metal Local 10 Supplemental Retirement Fund | Trustees of Sheet Metal Local 10 Supplemental Retirement Fund | $572,549,668 | 4,801 | $27,615 |
| Ahlstrom Retirement Savings Plan | Ahlstrom USA | $550,791,758 | 3,274 | $17,525 |
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.