Plans listing this provider
19
0.03% of the 56,420 plans with Schedule H financials; 18 in 2023
Providers › Human Investing
Plans listing this provider
19
0.03% of the 56,420 plans with Schedule H financials; 18 in 2023
Assets of those plans
$650,624,002
0.01% 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
$627,770
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 |
|---|---|---|
| 27 | Investment advisory (plan) | 17 |
| 26 | Investment advisory (participants) | 3 |
| 50 | Direct payment from the plan | 3 |
| 38 | Participant communication | 2 |
| 70 | Consulting fees | 2 |
| 28 | Investment management | 1 |
| 49 | Other services | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Tillamook County Creamery Association Employees' 401(k) Savings Plan | Tillamook County Creamery Association | $167,919,991 | 1,251 | $37,957 |
| Rogers Machinery Company, Inc. 401(k) Profit Sharing Plan | Rogers Machinery | $69,845,248 | 560 | $17,500 |
| Alaska Communications Employee 401(k) Savings Plan for Alaska | Alaska Communications Systems Holdings | $68,369,244 | 672 | $76,226 |
| Fuerst Group 401(k) Plan | Fuerst Group | $63,480,738 | 935 | $41,986 |
| The Center 401(k) Plan | Center | $50,533,658 | 465 | $78,656 |
| Delap LLP Retirement Plan | Delap | $36,748,417 | 171 | $47,938 |
| Petro 49, Inc. Profit Sharing and 401(k) Plan | Petro 49 | $35,351,439 | 319 | $46,763 |
| R&H Construction Co. 401(k) Profit Sharing Retirement Plan | R&H Construction | $32,316,645 | 234 | $38,523 |
| Airship Group Inc. 401(k) Profit Sharing Plan and Trust | Airship Group | $28,435,194 | 360 | $12,859 |
| RSG Forest Products Inc 401(k) Plan | RSG Forest Products | $21,619,121 | 358 | $37,874 |
| Dennis' 7 Dees Tax Deferred Savings Plan | Dennis' Seven Dees Landscaping | $16,221,101 | 181 | $23,691 |
| New Energy Works of Rochester, Inc. 401 (k) Profit Sharing Plan | New Energy Works of Rochester | $12,902,985 | 139 | $50,373 |
| Smith Brothers Farms 401k Profit Sharing Plan | Smith Brothers Holdings | $12,721,313 | 144 | $22,456 |
| Braun Northwest, Inc. 401(k) Plan | Braun Northwest | $12,069,509 | 168 | $20,099 |
| Western Capital Corporation 401(k) Profit Sharing Plan | Western Capital | $9,384,674 | 171 | $20,000 |
| LMC Construction 401(k) Plan | LMC | $7,588,327 | 125 | $18,756 |
| Dick's Auto Group 401(k) Plan | Dick's Auto Sales & Leasing Inc. DBA Dick's Country Chrysler Jeep DOD | $3,566,798 | 220 | $12,136 |
| Quantum Residential, Inc. 401(k) Retirement Plan | Quantum Residential | $1,481,837 | 102 | $7,728 |
| Mid-columbia Medical Center Deferred Compensation Plan | Mid-columbia Medical Center | $67,763 | 0 | $16,249 |
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.