Plans listing this provider
231
0.41% of the 56,420 plans with Schedule H financials; 184 in 2023
Providers › Forvis Mazars, LLP
Forvis Mazars, LLP
- Service provider, as named on Schedule C
- EIN 440160260
- Plan year 2024
- Direct compensation reported $5,369,832
Assets of those plans
$78,196,924,658
1.00% of all Schedule H plan assets
Plans where it is the recordkeeper
12
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$5,369,832
97% 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 |
|---|---|---|
| 10 | Accounting (including auditing) | 196 |
| 50 | Direct payment from the plan | 73 |
| 99 | Other fees | 16 |
| 15 | Recordkeeping and information management | 11 |
| 64 | Recordkeeping fees | 11 |
| 70 | Consulting fees | 8 |
| 17 | Consulting (pension) | 8 |
| 16 | Consulting (general) | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Takeda Pharmaceutical U.S.A., Inc. Savings and Retirement Plan | Takeda Pharmaceutical U.S.A. | $6,180,974,676 | 38,538 | $62,505 |
| Chubb US 401(k) Plan | Chubb Ina Holdings Inc. (formerly ACE Ina Holdings Inc.) | $4,951,755,185 | 21,846 | $49,920 |
| Hitachi Employee 401(k) Retirement Plan | Hitachi America | $3,573,753,502 | 24,153 | $31,683 |
| IQVIA 401(k) Plan | IMS Health | $3,562,074,672 | 31,970 | $27,221 |
| The RSM US LLP Retirement Plan | RSM US | $3,375,271,119 | 21,356 | $36,488 |
| Savings Plan for Employees of NTCA and Its Members | National Telecommunications Cooperative Association | $3,357,918,084 | 23,709 | $34,382 |
| Penn State Health 401(k) Savings Plan | Penn State Health | $2,925,576,909 | 21,753 | $30,818 |
| Compass Group Retirement Plan | Compass Group USA | $2,478,058,795 | 86,625 | $14,175 |
| Whole Foods Market Growing Your Future 401(k) Plan | Whole Foods Market | $2,435,673,310 | 99,215 | $39,900 |
| Stifel Financial Profit Sharing 401(k) Plan | Stifel Financial | $2,319,960,096 | 10,083 | $31,311 |
| Newell Brands Employee Savings Plan | Newell Brands | $1,758,537,265 | 18,915 | $77,169 |
| Infineon Technologies Savings Plan | International Rectifier | $1,743,065,408 | 6,471 | $8,400 |
| Toyota Industries North America Group Associates' 401(k) Retirement Plan | Toyota Industries North America | $1,368,624,088 | 18,390 | $53,775 |
| Rentokil Initial USA 401(k) Plan | Rentokil North America | $1,310,045,153 | 28,305 | $89,025 |
| Mcguirewoods LLP Retirement Savings Plan | Mcguirewoods | $1,164,138,525 | 3,180 | $24,390 |
| Mid-atlantic Permanente Medical Group, P.C. 401(k) Plan | Mid-atlantic Permanente Medical Group | $1,128,519,379 | 2,696 | $34,440 |
| Otsuka America 401(k) Savings Plan | Otsuka America Pharmaceutical | $1,116,965,944 | 4,364 | $43,260 |
| Chicago Mercantile Exchange, Inc. 401(k) Savings Plan | Chicago Mercantile Exchange | $1,080,167,945 | 3,718 | $21,630 |
| Southeastern Grocers 401(k) Savings Plan | Southeastern Grocers | $941,231,505 | 10,104 | $55,125 |
| Martin Marietta Savings and Investment Plan | Martin Marietta Materials | $903,468,141 | 10,594 | $34,230 |
| Arcbest 401(k) and DC Retirement Plan | Arcbest | $778,389,186 | 5,660 | $58,255 |
| DSM North America Defined Contribution Plan | DSM North America | $763,769,121 | 3,648 | $19,500 |
| Hendrick Automotive Group 401(k) Plan | Hendrick Automotive Group | $756,633,522 | 11,818 | $25,200 |
| The Elanco US, Inc. 401(k) Plan | Elanco US | $676,648,821 | 3,658 | $42,038 |
| Genesys Retirement Savings Plan | Genesys Cloud Services | $672,833,028 | 3,628 | $20,050 |
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.