Plans listing this provider
19
0.03% of the 56,420 plans with Schedule H financials; 17 in 2023
Providers › First Interstate Wealth Management
First Interstate Wealth Management
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $841,695
Assets of those plans
$778,519,216
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
$841,695
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 |
|---|---|---|
| 99 | Other fees | 15 |
| 27 | Investment advisory (plan) | 3 |
| 15 | Recordkeeping and information management | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 25 | Trustee (directed) | 1 |
| 49 | Other services | 1 |
| 50 | Direct payment from the plan | 1 |
| 64 | Recordkeeping fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Harnish Group Inc. Retirement Plan | Harnish Group | $253,154,556 | 1,636 | $137,371 |
| Wyoming Machinery Company Profit Sharing 401(k) Plan | Wyoming Machinery | $144,128,487 | 891 | $108,519 |
| Crowley Fleck PLLP Profit Sharing Plan and Trust | Crowley Fleck PLLP | $109,564,275 | 282 | $112,287 |
| Cushing Terrell 401(k) Retirement Plan | Cushing Terrell | $91,604,567 | 609 | $129,657 |
| S&K Technologies, Inc. 401(k) Profit Sharing Plan and Trustrecordkeeper | S&K Technologies | $58,975,925 | 684 | $9,295 |
| Menholt Automotive Group 401(k) Plan | Menholt Automotive Group | $22,126,469 | 236 | $34,817 |
| Esgw 401(k) Retirement Plan | Easter Seals Goodwill Northern Rocky Mountain | $12,592,071 | 287 | $34,632 |
| Heimes Corp. 401(k) Plan | Heimes | $9,032,002 | 104 | $27,242 |
| Big Horn Hospital Association 401(k) Plan | Big Horn Hospital Association | $8,828,701 | 119 | $25,222 |
| Archie Cochrane Motors, Inc. 401(k) Profit Sharing Plan | Archie Cochrane Motors | $8,675,286 | 124 | $27,627 |
| Energy Laboratories, Inc. 401(k) Profit Sharing Plan | Energy Laboratories | $8,563,329 | 165 | $24,916 |
| The Koehler Organization 401(k) Plan | Koehler Organization | $8,477,858 | 295 | $22,848 |
| Westhills Village 401(k) Retirement Savings Plan | Presbyterian Retirement Village of Rapid City Inc. DBA Westhills Vill | $7,312,298 | 161 | $25,427 |
| The Parlour Inc 401(k) Profit Sharing Plan and Trust | Parlour | $7,225,204 | 124 | $22,676 |
| Liberty Motors, Inc. 401(k) Plan | Liberty Motors | $7,162,684 | 83 | $23,125 |
| Ana-fam Employee Retirement Plan | Ana-fam | $6,259,363 | 99 | $17,029 |
| T.M.C., Inc. 401(k) Retirement Plan | T.M.C. | $6,046,570 | 65 | $16,288 |
| Alternatives, Inc. 401(k) Plan | Alternatives | $5,311,238 | 157 | $20,580 |
| First Dakota Title 401(k) Plan | First Dakota Title Limited Partnership | $3,478,333 | 153 | $22,137 |
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.