Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 17 in 2023
Providers › First Hill Trust Company
Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 17 in 2023
Assets of those plans
$453,815,606
0.01% 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
$2,016,715
95% 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 |
|---|---|---|
| 13 | Contract administrator | 11 |
| 50 | Direct payment from the plan | 11 |
| 15 | Recordkeeping and information management | 10 |
| 64 | Recordkeeping fees | 8 |
| 27 | Investment advisory (plan) | 7 |
| 38 | Participant communication | 7 |
| 26 | Investment advisory (participants) | 6 |
| 37 | Participant loan processing | 6 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Machinists Retirement and Savings Planrecordkeeper | Board of Trustees of the Machinists Retirement and Savings Plan | $106,971,324 | 2,903 | $415,863 |
| Western Employees Benefit Planrecordkeeper | Board of Trustees of the Western Employees Benefit Plan | $104,287,205 | 6,153 | $656,475 |
| Sound Employees Retirement Planrecordkeeper | Sound | $41,539,593 | 1,173 | $136,587 |
| Office & Professional Employees Retirement Planrecordkeeper | Board of Trustees Office & Professional Employees RET Plan | $34,499,408 | 2,732 | $161,095 |
| Health and Safety Institute 401(k) Planrecordkeeper | Vivid Learning Systems | $29,287,098 | 471 | $147,363 |
| Healthpoint 401(k) Retirement Planrecordkeeper | Healthpoint | $28,598,307 | 1,123 | $61,151 |
| Car Toys & Wireless Advocates 401(k) Planrecordkeeper | Car Toys | $25,587,401 | 672 | $74,818 |
| Roofers Local 153 Supplemental Benefit Plan | BOT - Roofers LOC. 153 Supplemental Benefit Plan | $17,838,195 | 816 | $53,518 |
| Roofers Local No. 54 Supplemental Benefit Plan | BOT - Roofers LOC. No 54 Supplemental Benefit Plan | $15,183,104 | 902 | $52,885 |
| Nichols Brothers Boat Builders Retirement Planrecordkeeper | Ice Floe | $12,178,764 | 162 | $71,043 |
| Tal Holdings, LLC 401(k) Retirement Plan | Tal Holdings | $10,850,552 | 493 | $0 |
| Western States Ironworkers Shopmen's 401(k) Planrecordkeeper | Board of Trustees Western States Ironworkers Shopmens 401(k) Plan | $9,676,318 | 500 | $56,804 |
| Snyder Roofing & Sheet Metal, Inc. 401k Profit Sharing Plan | Snyder Roofing & Sheet Metal | $9,218,613 | 84 | $25,754 |
| East Oregonian Publishing Company Profit Sharing and Retirement Savings Planrecordkeeper | East Oregonian Publishing Company DBA EO Media Group | $3,418,782 | 97 | $73,807 |
| Roofers Local No 58 Supplemental Benefit Plan | BOT of Roofers Local No 58 Supplemental Benefit Plan | $2,578,488 | 289 | $15,435 |
| Parker Services 401k Plan | Parker Staffing Services | $2,102,454 | 114 | $14,117 |
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.