Plans listing this provider
20
0.04% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Federated Funds
Federated Funds
- Service provider, as named on Schedule C
- EIN 251111467
- Plan year 2024
- Direct compensation reported $0
Assets of those plans
$369,303,572
0.00% 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
$0
0% 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 |
|---|---|---|
| 28 | Investment management | 19 |
| 59 | Shareholder servicing fees | 14 |
| 52 | Investment management fees paid indirectly by plan | 7 |
| 15 | Recordkeeping and information management | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 25 | Trustee (directed) | 1 |
| 27 | Investment advisory (plan) | 1 |
| 37 | Participant loan processing | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| York Building Products Co. Inc. Profit Sharing Plan and Trust | York Building Products | $100,652,013 | 621 | $0 |
| G3 Technologies Inc 401(k) Plan | G3 Technologies | $59,494,635 | 327 | $0 |
| Stewart & Tate Employees Profit Sharing Plan | Stewart & Tate | $27,937,886 | 303 | $0 |
| Robson Forensic, Inc. 401(k) Plan | Robson Forensic | $24,173,466 | 228 | $0 |
| J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan | J.W. Pepper & Son | $23,310,389 | 193 | $0 |
| Saxton & Stump, LLC 401(k) Profit Sharing Plan | Saxton & Stump | $21,534,976 | 214 | $0 |
| Annin & Co 401(k) Retirement Plan | Annin | $19,249,153 | 336 | $0 |
| Kognitiv, Inc. 401(k) Planrecordkeeper | Kognitiv | $14,088,421 | 145 | $0 |
| Norfolk Companies 401(k) Plan | Norfolk Companies | $12,780,471 | 272 | $0 |
| Terry's Electric 401(k) Savings Plan | Terry's Electric | $11,899,536 | 315 | $0 |
| Endotronix, Inc. 401(k) Plan | Endotronix | $9,074,145 | 152 | $0 |
| Wheeler Trucking, Inc. 401(k) Plan | Wheeler Trucking | $8,957,533 | 359 | $0 |
| HEI Civil 401(k) Plan | Hudick Excavating | $6,388,027 | 195 | $0 |
| Athenium Analytics Retirement Plan | Athenium | $5,327,788 | 95 | $0 |
| Apex Retirement Savings Plan | Schubemo Holdings | $5,247,136 | 138 | $0 |
| Tomorrow.io 401(k) Plan | ClimaCell | $4,723,608 | 142 | $0 |
| Sender, Inc. Retirement Plan | Sender | $4,569,706 | 131 | $0 |
| Night Shift Brewing 401(k) P/S Plan | Night Shift Brewing | $4,137,609 | 97 | $0 |
| PHA America, Inc. 401(k) Plan | PHA America | $3,389,244 | 305 | $0 |
| Holtz Companies 401(k) Plan | Holtz Builders | $2,367,830 | 180 | $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.