Plans listing this provider
27
0.05% of the 56,420 plans with Schedule H financials; 32 in 2023
Providers › Equitable Advisors LLC
Equitable Advisors LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $376,970
Assets of those plans
$971,781,734
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
$376,970
30% 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 |
|---|---|---|
| 55 | Other commissions | 10 |
| 27 | Investment advisory (plan) | 9 |
| 49 | Other services | 5 |
| 99 | Other fees | 5 |
| 50 | Direct payment from the plan | 4 |
| 28 | Investment management | 2 |
| 51 | Investment management fees paid directly by plan | 2 |
| 16 | Consulting (general) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Open PEP | Plan Professionals | $354,955,853 | 8,929 | $13,573 |
| Obermayer Rebmann Maxwell & Hippel LLP Retirement Plan | Obermayer Rebmann Maxwell & Hippel | $85,279,734 | 278 | $12,347 |
| Worth & Company, Inc. Retirement Plan | Worth | $80,880,276 | 763 | $187,151 |
| Student Transportation of America, Inc. 401k Savings Plan | Student Transportation of America | $48,104,612 | 2,712 | $0 |
| US Legal Support, Inc. 401(k) Plan | U.S. Legal Support | $42,238,637 | 1,009 | $0 |
| New Sabina Industries, Inc. Assoc Savings & Investment Plan | New Sabina Industries | $34,489,515 | 531 | $0 |
| Michael Skurnik Wines, Inc. 401(k) Profit Sharing Plan & Trust | Michael Skurnik Wines | $31,151,089 | 248 | $19,625 |
| The Russian School of Mathematics 401(k) Plan | Russian School of Mathematics | $30,777,530 | 496 | $0 |
| Freedman Seating Company 401(k) Plan | Freedman Seating | $30,095,833 | 342 | $0 |
| Onyx Specialty Papers, Inc. 401(k) Plan | Onyx Specialty Papers | $29,212,766 | 230 | $0 |
| Trade Supply Group, Inc. 401(k) Profit Sharing Plan | Trade Supply Group | $24,639,746 | 301 | $46,155 |
| NCS Technologies, Inc. 401(k) Profit Sharing Plan and Trust | NCS Technologies | $19,673,245 | 170 | $0 |
| DID Agency Group, LLC 401(k) Profit Sharing Plan | DID Agency Group | $17,918,161 | 291 | $45,716 |
| Promed Molded Products, Inc. 401(k) Plan | Promed Molded Products | $16,691,243 | 353 | $0 |
| Pacific Manufacturing Ohio, Inc. 401(k) | Pacific Industries USA | $16,266,497 | 1,238 | $36,040 |
| Sunview 401(k) Plan | Sunview Vineyards of California | $15,118,788 | 462 | $0 |
| Educational Bus Transportation, Inc. 401(k) Plan | Educational Bus Transportation | $13,923,171 | 524 | $0 |
| Streamworks Savings & Retirement Plan | Streamworks | $12,576,685 | 191 | $0 |
| Capital District Beginnings, Inc. Profit Sharing Plan | Capital District Beginnings | $9,876,064 | 208 | $0 |
| Langer Industries, Inc. 401(k) Profit Sharing Plan | Langer Industries | $9,536,106 | 224 | $0 |
| Larry Roesch Family Auto Group 401(k) Plan | Larry Roesch Family Auto Group | $9,416,957 | 117 | $0 |
| Lockwood Broadcasting, Inc. 401(k) Plan | Lockwood Broadcasting | $8,156,512 | 295 | $0 |
| OCI Holdings 401(k) Planrecordkeeper | OCI Holdings | $6,741,375 | 474 | $16,363 |
| New Hope Integrated Behavioral Health Care 401(k) Retirement Plan | New Hope Integrated Behavioral Health Care | $6,614,880 | 116 | not reported |
| Anju Software 401k Plan | Anju Software | $6,596,641 | 102 | $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.