Plans listing this provider
71
0.13% of the 56,420 plans with Schedule H financials; 57 in 2023
Providers › Commonwealth Equity Services LLC
Commonwealth Equity Services LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $2,422,235
Assets of those plans
$1,476,151,665
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$2,422,235
99% 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 |
|---|---|---|
| 27 | Investment advisory (plan) | 70 |
| 50 | Direct payment from the plan | 2 |
| 13 | Contract administrator | 1 |
| 65 | Account maintenance fees | 1 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Berrydunn 401(k) Profit Sharing Plan | Berry Dunn Mcneil & Parker | $139,468,982 | 844 | $126,823 |
| Cooper Farms Retirement Plan | Cooper Hatchery | $129,973,704 | 1,880 | $149,994 |
| Mccormick Taylor, Inc. 401k & Profit Sharing Plan | Mccormick Taylor | $84,701,482 | 534 | $162,582 |
| Hgl-lbm Holdings, LLC Profit Sharing Plan | Hgl-lbm Holdings | $58,109,599 | 557 | $43,017 |
| Creare 401(k) Savings and Retirement Plan and Trust | Creare | $57,706,647 | 282 | $67,477 |
| Landmark School 401(k) Plan | Landmark School | $52,451,395 | 500 | $50,000 |
| Child Development Associates, Inc. 401(k) Profit Sharing Plan | Child Development Associates | $51,861,506 | 386 | $55,347 |
| Recorded Future 401(k) Plan | Recorded Future | $46,923,859 | 702 | $83,668 |
| Peckar & Abramson, PC Profit Sharing 401(k) Plan | Peckar & Abramson | $45,866,821 | 194 | $137,198 |
| Valsource, Inc. 401(k) Plan | Valsource | $43,526,994 | 299 | $73,211 |
| Turbocam, Inc. 401(k) Retirement Plan | Turbocam | $35,983,220 | 633 | $12,500 |
| Blue Mantis, Inc 401k Plan | Blue Mantis | $32,599,095 | 321 | $25,000 |
| Specialty Construction, Inc. Retirement Plan | Specialty Construction | $25,477,882 | 132 | $51,717 |
| Impact of Minnesota Inc. 401(k) Plan | Impact of Minnesota | $24,510,195 | 212 | $43,609 |
| Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan | Surgical Referral Services | $22,870,477 | 335 | $49,950 |
| New Hudson Facades, LLC Retirement Savings Plan | New Hudson Facades | $22,707,351 | 395 | $58,903 |
| N.R.F. Distributors Retirement Savings Plan | N.R.F. Distributors | $21,164,255 | 365 | $35,973 |
| H&H Automotive Profit Sharing Plan | H&H Automotive | $21,086,462 | 383 | $0 |
| Encompass LLC 401(k) Profit Sharing Plan | Encompass | $20,857,220 | 305 | $30,575 |
| The Baker Company Profit Sharing and Retirement Plan | Baker | $19,672,716 | 179 | $45,464 |
| Paragon Space Development Corporation Employee Stock Ownership and 401(k) Plan | Paragon Space Development | $18,643,331 | 350 | $14,032 |
| Riverhead Building Supply Corp 401(k) Plan for Union Employees | Riverhead Building Supply | $17,425,861 | 249 | $13,433 |
| MSI Express 401k Plan | MSI Express | $17,399,409 | 458 | $36,212 |
| DB Sterlin Consultants, Inc. Profit Sharing and 401(k) Plan and Trust | DB Sterlin Consultants | $17,286,253 | 184 | $32,154 |
| Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC | Wheeler Brothers Grain | $17,262,081 | 181 | $52,214 |
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.