Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › 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.
| Service code | Meaning | Plans |
|---|---|---|
| 10 | Accounting (including auditing) | 9 |
| 50 | Direct payment from the plan | 5 |
| 15 | Recordkeeping and information management | 1 |
| 17 | Consulting (pension) | 1 |
| 64 | Recordkeeping fees | 1 |
| 70 | Consulting fees | 1 |
| 99 | Other fees | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Breakthru Beverage Group 40 L(K) Plan | Breakthru Beverage Group | $768,817,780 | 5,948 | $42,000 |
| Kelly & Associates Insurance Group, Inc. 401k Plan | Kelly & Associates Insurance Group | $68,162,735 | 541 | $9,766 |
| The Associated Jewish Community Federation of Baltimore 401(k) Thrift Plan | Associated Jewish Community Federation of Baltimore | $63,252,083 | 1,072 | $18,500 |
| Vectorworks, Inc. 401(k) Planrecordkeeper | Diehl Graphsoft | $46,685,099 | 293 | $18,500 |
| The Employees Retirement and Section 401(k) Plan and Trust | Clendenin Brothers | $28,530,573 | 205 | $14,000 |
| Databank IMX LLC 401(k) Plan | Databank IMX | $25,168,853 | 438 | $18,900 |
| Goldstein Auto Group 401(k) Plan | Goldstein Enterprises | $13,777,744 | 196 | $0 |
| R. W. Warner, Inc. Profit Sharing and 401(k) Plan | R. W. Warner | $10,139,328 | 281 | $17,500 |
| Digicon Corporation 401k Retirement & Profit Sharing Plan | Digicon | $8,637,256 | 96 | $11,750 |
| NLP Enterprises Inc. Davis-bacon Pension Plan and Trust | NLP Enterprises | $8,512,166 | 114 | $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.