Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Ekon Benefits
Ekon Benefits
- Service provider, as named on Schedule C
- EIN 431317863
- Plan year 2024
- Direct compensation reported $231,116
Assets of those plans
$421,092,017
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
9
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$231,116
70% 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 |
|---|---|---|
| 15 | Recordkeeping and information management | 9 |
| 38 | Participant communication | 8 |
| 64 | Recordkeeping fees | 8 |
| 60 | Sub-transfer agency fees | 6 |
| 37 | Participant loan processing | 5 |
| 50 | Direct payment from the plan | 5 |
| 70 | Consulting fees | 3 |
| 16 | Consulting (general) | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Plumbers and Pipefitters Local 553 Supplemental 401k Retirement Planrecordkeeper | Plumbers and Pipefitters Local 553 | $102,288,766 | 468 | $0 |
| Local Union No. 4, IBEW Pension Planrecordkeeper | Local Union No. 4 IBEW | $55,530,393 | 759 | $20,046 |
| Glaziers Architectural Metal & Glassworkers Local 513, Division A, Glaziers Unit 401(k) and Supplemental Retirement Planrecordkeeper | Board of Trustees of Glaziers Arch Metal & Glasswkrs LU 513 401k SPPLM | $54,212,558 | 323 | $64,354 |
| Plumbers & Pipefitters Local 160 Retirement Planrecordkeeper | Plumbers & Pipefitters Local 160 Retirement Plan | $47,697,775 | 223 | $0 |
| Plumbers and Pipefitters Local 551 Pension Plan | Plumbers and Pipefitters Local 551 | $47,381,540 | 212 | $8,360 |
| Keeley Construction Group, Inc. 401(k) Profit Sharing Planrecordkeeper | Keeley Construction Group | $36,355,268 | 526 | $59,803 |
| Seiler Instrument & Manufacturing Co. Inc. 401k Planrecordkeeper | Seiler Instrument & Manufacturing | $26,246,655 | 265 | $3,692 |
| Vantage Credit Union 401k Profit Sharing Plan and Trustrecordkeeper | Vantage Credit Union | $25,242,289 | 261 | $0 |
| International Association of Heat and Frost Insulators and Allied Workers Local No. 1 401(k) and Supplemental Retirement Planrecordkeeper | International Association of Heat and Frost Insulators | $18,576,159 | 539 | $40,350 |
| Greater ST. Louis Service Employees Pension Trust 401(k) Planrecordkeeper | Trustees of the Greater ST. Louis Service Employees Pension Trust | $7,560,614 | 569 | $34,511 |
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.