Plans listing this provider
66
0.12% of the 56,420 plans with Schedule H financials; 54 in 2023
Providers › Financial Engines
Financial Engines
- Service provider, as named on Schedule C
- EIN 770473565
- Plan year 2024
- Direct compensation reported $59,684,069
Assets of those plans
$290,974,938,082
3.74% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$59,684,069
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 |
|---|---|---|
| 27 | Investment advisory (plan) | 50 |
| 50 | Direct payment from the plan | 32 |
| 26 | Investment advisory (participants) | 17 |
| 51 | Investment management fees paid directly by plan | 7 |
| 28 | Investment management | 2 |
| 14 | Plan administrator | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| AT&T Retirement Savings Plan | AT&T | $43,121,795,000 | 188,628 | $10,373,000 |
| Apple 401(k) Plan | Apple | $24,714,519,387 | 143,849 | $1,929,300 |
| Comcast Corporation Retirement - Investment Plan | Comcast | $19,687,957,793 | 123,009 | $5,220,108 |
| Delta 401(k) Retirement Plan | Delta Air Lines | $18,985,170,319 | 107,760 | $8,690,989 |
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $62,057 |
| Delta 401(k) Retirement Plan for Pilots | Delta Air Lines | $15,928,334,925 | 17,527 | $2,528,894 |
| Dell Inc. 401(k) Plan | Dell | $14,666,301,000 | 54,777 | $2,898,000 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines | $11,622,763,375 | 12,980 | $33,720 |
| Duke Energy Retirement Savings Plan | Duke Energy | $11,269,744,000 | 34,836 | $4,725,000 |
| The Permanente Medical Group, Inc. Salary Deferral Plan | Permanente Medical Group | $9,882,460,618 | 28,964 | $1,944,246 |
| Nationwide Savings Plan | Nationwide Mutual Insurance | $8,317,632,680 | 40,008 | $920,530 |
| Warner Bros. Discovery 401(k) Savings Plan | Warner Bros. Discovery | $8,116,002,565 | 39,022 | $1,008,064 |
| Humana Retirement Savings Plan | Humana | $7,706,147,015 | 60,365 | $17,052 |
| The Hartford Investment and Savings Plan | Hartford Insurance Group | $7,183,243,000 | 31,023 | $2,406,191 |
| The 401(k) Plan for Permanente Medical Groups | Southern California Permanente Medical Group | $6,535,861,838 | 22,192 | $29,209 |
| Paramount Global 401(k) Plan (fka Viacomcbs 401(k) Plan) | Paramount Global | $6,362,245,213 | 31,614 | $2,349,175 |
| Chubb US 401(k) Plan | Chubb Ina Holdings Inc. (formerly ACE Ina Holdings Inc.) | $4,951,755,185 | 21,846 | $1,099,045 |
| The Caci Smart Plan | CACI International Inc 12021 Sunset Hills Road Reston VA 20190 | $3,884,360,000 | 25,842 | $12,006 |
| The Northern Trust Company Thrift-incentive Plan | Northern Trust | $3,335,090,472 | 13,938 | $779,654 |
| Lenovo Savings Plan | Lenovo (united States) | $2,605,462,524 | 9,173 | $572,211 |
| Bellsouth Savings and Security Plan | Bellsouth | $2,528,777,000 | 11,243 | $417,000 |
| Netjets Aviation, Inc. 401(k) Retirement Plan | Netjets Aviation | $2,464,050,640 | 4,511 | $55,145 |
| Agilent Technologies, Inc. 401(k) Plan | Agilent Technologies | $2,410,037,096 | 8,453 | $545,976 |
| AT&T Savings and Security Plan | AT&T | $2,265,607,000 | 11,380 | $836,000 |
| Invesco 401(k) Plan | Invesco Holding Company (US) | $1,950,146,410 | 4,891 | $15,065 |
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.