Plans listing this provider
25
0.04% of the 56,420 plans with Schedule H financials; 26 in 2023
Providers › Future Capital
Plans listing this provider
25
0.04% of the 56,420 plans with Schedule H financials; 26 in 2023
Assets of those plans
$11,199,137,874
0.14% 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
$1,108,427
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.
| Service code | Meaning | Plans |
|---|---|---|
| 26 | Investment advisory (participants) | 21 |
| 50 | Direct payment from the plan | 17 |
| 51 | Investment management fees paid directly by plan | 17 |
| 28 | Investment management | 2 |
| 27 | Investment advisory (plan) | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Insperity 401k Plan | Insperity Holdings | $9,392,401,723 | 162,096 | $224,975 |
| Insperity Corporate 401k Plan | Insperity Holdings | $646,822,607 | 5,349 | $66,036 |
| American United Life Progress Sharing Plan and Trust | AUL American Life Pooled Equity Fund B | $538,457,392 | 3,231 | $61,783 |
| Endress+hauser Inc. Employees 401k/retirement Savings Plan | Endress+hauser | $159,461,535 | 1,234 | $31,621 |
| Monroe University, Ltd Retirement Savings Plan | Monroe University | $100,760,942 | 758 | $188,049 |
| First Bank Corp Employees Profit Sharing Plan | First Bank | $74,760,722 | 591 | $52,680 |
| Recon 401k Plan | Recon Management Services | $60,693,978 | 841 | $101,023 |
| DSI Holding USA Inc. Profit Sharing and Retirement Plan | DSI Holding USA | $31,942,529 | 268 | $40,845 |
| Medicraft, Inc. 401(k) Profit Sharing Plan | Medicraft | $30,035,902 | 106 | $38,791 |
| Nailor Industries of Texas Inc. 401k Profit Sharing Plan | Nailor Industries of Texas | $27,495,272 | 834 | $27,587 |
| Golding Barge Line, Inc. 401(k) Plan | Golding Barge Line | $16,715,716 | 188 | $36,401 |
| Zink Distributing Company 401k Retirement Plan | Zink Distributing | $12,828,540 | 131 | $34,078 |
| Darling Industries Inc. Employees 401k Plan | Darling Industries | $12,515,994 | 211 | $19,001 |
| Wesley Hall Furniture, Inc. 401(k) Retirement Plan | Wesley Hall Furniture | $10,827,482 | 247 | $21,553 |
| Top Flight Employees' 401(k) Savings Plan | Top Flight | $10,380,864 | 110 | $8,640 |
| Old Hickory Clay Co., Inc. 401k Profit Sharing Plan and Trust | Old Hickory Clay | $10,220,052 | 135 | $30,242 |
| Lloyd & Mcdaniel 401(k) Profit Sharing Plan | Lloyd & Mcdaniel | $9,225,954 | 238 | $10,089 |
| Bost, Inc. 401(k) Retirement Plan | Bost | $9,207,703 | 326 | $27,361 |
| Silver Reef Casino 401k Plan | Silver Reef Casino | $9,021,103 | 279 | $19,110 |
| Carlton Group, Inc. 401(k) Savings Plan | Carlton Group | $8,905,547 | 148 | $18,013 |
| Rice Companies Profit Sharing Plan | D. E. Rice Contruction | $6,766,369 | 103 | $13,547 |
| Western Arkansas Counseling & Guidance Center, Inc. 401(k) Plan | Western Arkansas Counseling & Guidance Center | $5,363,071 | 142 | $11,096 |
| Russell Regional Hospital 401k Plan | West Central Kansas Association | $5,344,161 | 131 | $11,216 |
| Buyers Barricades, Inc. 401(k) Plan | Buyers Barricades | $4,669,348 | 90 | $6,328 |
| Credit Bureau Systems, Inc. 401(k) Plan | Credit Bureau Systems | $4,313,368 | 138 | $8,362 |
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.