Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › Equitable
Equitable
- Service provider, as named on Schedule C
- EIN 203627707
- Plan year 2024
- Direct compensation reported $399,020
Assets of those plans
$78,159,885
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
10
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$399,020
100% 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 | 10 |
| 25 | Trustee (directed) | 10 |
| 28 | Investment management | 10 |
| 37 | Participant loan processing | 10 |
| 60 | Sub-transfer agency fees | 10 |
| 62 | Float revenue | 10 |
| 63 | Distribution (12b-1) fees | 10 |
| 59 | Shareholder servicing fees | 9 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Aspire Allergy & Sinus 401(k) Planrecordkeeper | Aspire Allergy & Sinus | $12,711,389 | 209 | $50,202 |
| SKL, Inc. DBA Home Heating & Plumbing and Home & Hearthrecordkeeper | SKL Inc. DBA Home Heating & Plumbing and Home & Hearth | $11,215,452 | 175 | $1,785 |
| PMI Resource, LLCrecordkeeper | PMI Resource | $9,598,278 | 327 | $68,997 |
| A S I System Integration, Inc. 401(k) Profit Sharing Planrecordkeeper | A S I System Integration | $9,307,495 | 210 | $12,656 |
| Upstate New York Transplant Services, Inc. (unyts) 401k Profit Sharing Planrecordkeeper | Upstate New York Transplant Services | $9,129,967 | 214 | $47,245 |
| Delta Enterprise Corporation 401(k) Profit Sharing Planrecordkeeper | Delta Enterprise | $8,466,159 | 168 | $54,798 |
| WDI Hospitality, LLC 401(k) Planrecordkeeper | WDI Hospitality | $7,518,081 | 344 | $66,944 |
| Peppers Unlimited of Louisiana, Inc 401(k) Profit Sharing Planrecordkeeper | Peppers Unlimited of Louisiana | $4,108,613 | 139 | $12,713 |
| Mcvay Brothers Contractors, Inc. 401(k) Profit Sharing Plan and Trustrecordkeeper | Mcvay Brothers Contractors | $3,872,650 | 415 | $61,039 |
| Mexcor Texas, LLC 401(k) Profit Sharing Planrecordkeeper | Mexcor Texas | $2,231,801 | 189 | $22,641 |
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.