Plans listing this provider
21
0.04% of the 56,420 plans with Schedule H financials; 23 in 2023
Providers › Ingham & Company
Plans listing this provider
21
0.04% of the 56,420 plans with Schedule H financials; 23 in 2023
Assets of those plans
$984,637,951
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
13
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,854,205
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) | 19 |
| 13 | Contract administrator | 19 |
| 59 | Shareholder servicing fees | 13 |
| 60 | Sub-transfer agency fees | 12 |
| 15 | Recordkeeping and information management | 11 |
| 64 | Recordkeeping fees | 8 |
| 37 | Participant loan processing | 7 |
| 65 | Account maintenance fees | 7 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Bankunited 401(k) Planrecordkeeper | BankUnited | $248,198,334 | 2,284 | $233,052 |
| Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A. 401(k) Plan | Stearns Weaver Miller Weissler Alhadeff & Sitterson | $136,724,493 | 339 | $158,974 |
| HD&W Retirement Plan | Hawkins Delafield & Wood | $106,658,965 | 149 | $126,115 |
| Wicker Smith 401(k) Plan II | Wicker Smith Ohara Mccoy & Ford | $75,814,476 | 340 | $111,210 |
| Kubicki Draper, P.A. 401(k) Planrecordkeeper | Kubicki Draper | $71,761,637 | 576 | $117,180 |
| Diploma Holdings, Inc. 401(k) Planrecordkeeper | Diploma Holdings | $46,816,298 | 862 | $96,935 |
| EVI Industries, Inc. 401(k) Planrecordkeeper | EVI Industries | $37,580,671 | 409 | $76,937 |
| Neuroscience Consultants, LLP 401(k) Retirement Planrecordkeeper | Neuroscience Consultants | $37,354,081 | 336 | $143,670 |
| One Spa World 401k Savings Plan Irecordkeeper | One Spa World | $35,889,831 | 326 | $128,678 |
| Pulmonary Physicians of South Florida, Llc,profit Sharing Planrecordkeeper | Pulmonary Physicians of South Florida | $33,250,269 | 206 | $56,738 |
| Chevy Chase Club, Inc. 401(k) Retirement Planrecordkeeper | Chevy Chase Club | $30,061,194 | 328 | $8,207 |
| Minto 401(k) Retirement Plan | Minto Communities | $26,863,998 | 290 | $109,589 |
| H.T.A. Cast Retirement Plan | Historic Tours of America | $18,971,978 | 971 | $61,908 |
| Baer's Furniture Company, Inc. Cash OR Deferred Profit Sharing Planrecordkeeper | Baer's Furniture | $17,712,351 | 743 | $133,913 |
| Primehealth Physicians, LLC 401(k) Planrecordkeeper | Primehealth Physicians | $16,392,513 | 155 | $82,989 |
| Bliss & Nyitray, Inc. Profit Sharing Plan | Bliss & Nyitray | $11,917,556 | 145 | $10,815 |
| Riviera Country Club 401(k) Retirement Plan | Riviera Country Club of Coral Gables | $10,398,186 | 203 | $40,447 |
| Pinnacle 401(k) Planrecordkeeper | Pinnacle Services | $7,905,394 | 131 | $63,721 |
| United Home Care Services, Inc. 401(k) Plan | United Home Care Services | $6,717,826 | 285 | $9,522 |
| Automated Healthcare Solutions Restated 401(k) Retirement Planrecordkeeper | Automated Healthcare Solutions | $5,335,503 | 98 | $68,567 |
| One Spa World 401(k) Savings Plan IIrecordkeeper | One Spa World | $2,312,397 | 318 | $15,038 |
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.