401k Record

Providers › Ellin & Tucker

Ellin & Tucker

Plans listing this provider

10

0.02% of the 56,420 plans with Schedule H financials; 9 in 2023

Assets of those plans

$1,041,683,617

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

$164,916

90% 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
10Accounting (including auditing)9
50Direct payment from the plan5
15Recordkeeping and information management1
17Consulting (pension)1
64Recordkeeping fees1
70Consulting fees1
99Other fees1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Breakthru Beverage Group 40 L(K) PlanBreakthru Beverage Group $768,817,7805,948$42,000
Kelly & Associates Insurance Group, Inc. 401k PlanKelly & Associates Insurance Group $68,162,735541$9,766
The Associated Jewish Community Federation of Baltimore 401(k) Thrift PlanAssociated Jewish Community Federation of Baltimore $63,252,0831,072$18,500
Vectorworks, Inc. 401(k) PlanrecordkeeperDiehl Graphsoft $46,685,099293$18,500
The Employees Retirement and Section 401(k) Plan and TrustClendenin Brothers $28,530,573205$14,000
Databank IMX LLC 401(k) PlanDatabank IMX $25,168,853438$18,900
Goldstein Auto Group 401(k) PlanGoldstein Enterprises $13,777,744196$0
R. W. Warner, Inc. Profit Sharing and 401(k) PlanR. W. Warner $10,139,328281$17,500
Digicon Corporation 401k Retirement & Profit Sharing PlanDigicon $8,637,25696$11,750
NLP Enterprises Inc. Davis-bacon Pension Plan and TrustNLP Enterprises $8,512,166114$14,000

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.