401k Record

Providers › Conrad Siegel

Conrad Siegel

Plans listing this provider

22

0.04% of the 56,420 plans with Schedule H financials; 22 in 2023

Assets of those plans

$2,151,712,576

0.03% of all Schedule H plan assets

Plans where it is the recordkeeper

19

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$1,763,368

100% 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
15Recordkeeping and information management19
17Consulting (pension)19
38Participant communication19
49Other services19
50Direct payment from the plan19
37Participant loan processing16
59Shareholder servicing fees14
10Accounting (including auditing)1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Eurofins Scientific, Inc. 401(k) Incentive Savings PlanrecordkeeperEurofins NSC US $1,276,792,55219,375$1,123,222
Stevens & Lee Savings PlanrecordkeeperStevens & Lee $281,223,608546$46,348
HB Global 401(k) PlanrecordkeeperHBG $108,892,5862,046$199,181
Quantum Imaging & Therapeutic Associates, Inc. Profit Sharing & 401k PlanQuantum Imaging & Therapeutic Associates $75,489,730139$6,189
Peoples Security Bank 401(k) Profit Sharing PlanrecordkeeperPeoples Security Bank & Trust $52,758,967669$50,343
Thomas, Thomas & Hafer, LLP Retirement PlanrecordkeeperThomas Thomas & Hafer $46,288,440200$19,092
Schaedler Yesco Distribution Inc. 401(k) PlanrecordkeeperSchaedler Yesco Distribution $40,565,042483$13,154
Lane's Retirement Savings and Pension PlanrecordkeeperLane Enterprises Holdings $35,098,834511$42,254
Listrak, Inc. 401(k) PlanListrak $33,558,138398$10,874
Knouse Foods Cooperative, Inc. Retirement Savings & Investment PlanrecordkeeperKnouse Foods Cooperative $24,363,995244$6,240
Robson Forensic, Inc. 401(k) PlanrecordkeeperRobson Forensic $24,173,466228$9,107
J.W. Pepper & Son, Inc. 401(k) Savings and Investment PlanrecordkeeperJ.W. Pepper & Son $23,310,389193$27,347
Brubacher Excavating, Inc. 401(k) Profit Sharing PlanrecordkeeperBrubacher Excavating $22,130,051335$41,949
Cargas Systems Inc 401k PlanrecordkeeperCargas Systems $18,410,137205$18,339
Pennsylvania Medical Society 401(k) Retirement Savings PlanrecordkeeperPennsylvania Medical Society $17,799,326113$8,550
Valco 401(k) PlanrecordkeeperVallorbs Jewel $16,673,401228$19,103
Retirement Savings and Investment Plan for Employees of Knouse Foods Cooperative, Inc. Collective Bargaining UnitsrecordkeeperKnouse Foods Cooperative $15,320,486576$15,738
Community Resources for Independence, Inc. 401(k) Profit Sharing PlanrecordkeeperCommunity Resources for Independence $12,464,234397$8,375
Mcgill, Power, Bell & Associates, LLP 401(k) and Profit Sharing PlanrecordkeeperMcgill Power Bell & Associates $11,866,140133$18,928
United Disabilities Services Foundation 401(k) PlanrecordkeeperUnited Disabilities Services Foundation $7,612,246207$9,570
Providence Place 401(k) Retirement PlanrecordkeeperG M Leader $6,920,808443$54,012
401k Plan of Peoplesbank, a Codorus Valley CompanyPeoplesbank $00$15,453

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.