Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › Fund Evaluation Group
Fund Evaluation Group
- Service provider, as named on Schedule C
- EIN 010694771
- Plan year 2024
- Direct compensation reported $814,237
Assets of those plans
$18,727,292,536
0.24% 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
$814,237
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) | 5 |
| 50 | Direct payment from the plan | 4 |
| 16 | Consulting (general) | 3 |
| 17 | Consulting (pension) | 2 |
| 28 | Investment management | 2 |
| 49 | Other services | 1 |
| 52 | Investment management fees paid indirectly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Stryker Corporation 401(k) Savings and Retirement Plan | Stryker | $7,871,213,209 | 35,640 | $127,500 |
| Macys Inc 401(k) Retirement Investment Plan | Macy's | $4,635,407,000 | 124,743 | $12,000 |
| Cintas Partners' Plan | Cintas | $4,072,074,940 | 60,428 | $432,722 |
| Mccormick 401(k) Retirement Plan | McCORMICK | $968,188,962 | 5,893 | $45,637 |
| American United Life Progress Sharing Plan and Trust | AUL American Life Pooled Equity Fund B | $538,457,392 | 3,231 | $58,664 |
| New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan | New Lexington Clinic P.S.C. | $295,465,129 | 1,861 | $50,000 |
| Gordon Flesch Company, Inc. 401k Profit Sharing Plan and Trust | Gordon Flesch | $153,500,069 | 850 | $6,730 |
| Mike Albert Leasing, Inc. Retirement Savings Plan | Mike Albert Leasing | $95,910,513 | 415 | $45,000 |
| American United Life Insurance Company Agents 401k Plan | AUL American Life Pooled Equity Fund B | $59,837,554 | 563 | $5,984 |
| Star Cutter Company & Subsidiaries 401(k) Plan | Star Cutter | $37,237,768 | 458 | $30,000 |
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.