Plans listing this provider
32
0.06% of the 56,420 plans with Schedule H financials; 30 in 2023
Providers › Eagleasset
Eagleasset
- Service provider, as named on Schedule C
- EIN 593171014
- Plan year 2024
- Direct compensation reported $0
Assets of those plans
$428,781,978
0.01% 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
$0
0% 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 |
|---|---|---|
| 59 | Shareholder servicing fees | 32 |
| 28 | Investment management | 31 |
| 15 | Recordkeeping and information management | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 25 | Trustee (directed) | 1 |
| 27 | Investment advisory (plan) | 1 |
| 37 | Participant loan processing | 1 |
| 38 | Participant communication | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan | Pugh Lubricants | $34,082,300 | 530 | $0 |
| Kudu Dynamics 401(k) Retirement PLA Nrecordkeeper | Kudu Dynamics | $30,578,862 | 193 | $0 |
| Envision Aesc US, LLC 401(k) Plan | Envision Aesc US | $29,932,244 | 1,018 | $0 |
| Envision Aesc US, LLC 401(k) Plan | Envision Aesc US | $29,932,244 | 1,018 | $0 |
| Polymer Technology Systems, Inc. 401(k) Profit Sharing Plan | Polymer Technology Systems | $25,668,806 | 209 | $0 |
| Asset Marketing Services 401(k) Retirement Plan | AMS Holdings | $25,570,175 | 268 | $0 |
| Elite Comfort Solutions 401(k) Plan | Elite Comfort Solutions | $22,007,608 | 501 | $0 |
| Panini America, Inc. 401(k) Plan | Panini America | $20,632,473 | 271 | $0 |
| Akoya Retirement Plan | Akoya Biosciences | $17,974,282 | 317 | $0 |
| Healthmap Solutions, Inc. 401(k) Plan | Healthmap Solutions | $16,095,920 | 546 | $0 |
| Culture AMP, Inc. 401(k) Plan | Culture Amp | $15,392,837 | 411 | $0 |
| Survival Flight Air Ambulance, LLC 401(k) Profit Sharing Plan | Survival Flight Air Ambulance | $14,514,267 | 805 | $0 |
| University of Saint Mary 401(k) Retirement Savings Plan | University of Saint Mary | $14,234,840 | 318 | $0 |
| The Academy 401(k) Retirement Plan | Academy Parent | $13,354,483 | 230 | $0 |
| Community Dental Partners 401(k) Plan | Strategic Dental Executives LLC DBA Community Dental Partners | $11,013,811 | 1,010 | $0 |
| Crossroads Rhode Island 401k Retirement Plan | Crossroads Rhode Island | $10,061,030 | 208 | $0 |
| Next Step Healthcare 401(k) Plan | Next Step Healthcare | $9,998,179 | 454 | $0 |
| Chinburg Builders, Inc. 401(k) Profit Sharing Plan and Trust | Chinburg Builders Inc. 401(k) Profit Sharing and Trust | $9,854,355 | 124 | $0 |
| Professional Case Management 401(k) Plan | ACT for Health DBA Professional Case Management | $9,524,166 | 419 | $0 |
| Mycomputercareer, Inc. 401(k) Plan | Mycomputercareer | $8,794,186 | 575 | $0 |
| Hudson County Motors, Inc. 401(k) Plan | Hudson County Motors | $8,615,744 | 129 | $0 |
| The Collected Group Company, LLC Retirement Plan | Collected Group | $7,588,833 | 118 | $0 |
| Francesca's Acquisition 401(k) Plan | Francesca's Acquisition | $7,383,242 | 454 | $0 |
| Blaze Pizza 401(k) Plan | Blaze Pizza | $5,200,400 | 87 | $0 |
| Core Power Yoga, LLC Employee Savings Trust | Corepower Yoga | $4,942,098 | 339 | $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.