401k Record

Providers › Ingham & Company

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.

Services reported

Service codeMeaningPlans
27Investment advisory (plan)19
13Contract administrator19
59Shareholder servicing fees13
60Sub-transfer agency fees12
15Recordkeeping and information management11
64Recordkeeping fees8
37Participant loan processing7
65Account maintenance fees7

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Bankunited 401(k) PlanrecordkeeperBankUnited $248,198,3342,284$233,052
Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A. 401(k) PlanStearns Weaver Miller Weissler Alhadeff & Sitterson $136,724,493339$158,974
HD&W Retirement PlanHawkins Delafield & Wood $106,658,965149$126,115
Wicker Smith 401(k) Plan IIWicker Smith Ohara Mccoy & Ford $75,814,476340$111,210
Kubicki Draper, P.A. 401(k) PlanrecordkeeperKubicki Draper $71,761,637576$117,180
Diploma Holdings, Inc. 401(k) PlanrecordkeeperDiploma Holdings $46,816,298862$96,935
EVI Industries, Inc. 401(k) PlanrecordkeeperEVI Industries $37,580,671409$76,937
Neuroscience Consultants, LLP 401(k) Retirement PlanrecordkeeperNeuroscience Consultants $37,354,081336$143,670
One Spa World 401k Savings Plan IrecordkeeperOne Spa World $35,889,831326$128,678
Pulmonary Physicians of South Florida, Llc,profit Sharing PlanrecordkeeperPulmonary Physicians of South Florida $33,250,269206$56,738
Chevy Chase Club, Inc. 401(k) Retirement PlanrecordkeeperChevy Chase Club $30,061,194328$8,207
Minto 401(k) Retirement PlanMinto Communities $26,863,998290$109,589
H.T.A. Cast Retirement PlanHistoric Tours of America $18,971,978971$61,908
Baer's Furniture Company, Inc. Cash OR Deferred Profit Sharing PlanrecordkeeperBaer's Furniture $17,712,351743$133,913
Primehealth Physicians, LLC 401(k) PlanrecordkeeperPrimehealth Physicians $16,392,513155$82,989
Bliss & Nyitray, Inc. Profit Sharing PlanBliss & Nyitray $11,917,556145$10,815
Riviera Country Club 401(k) Retirement PlanRiviera Country Club of Coral Gables $10,398,186203$40,447
Pinnacle 401(k) PlanrecordkeeperPinnacle Services $7,905,394131$63,721
United Home Care Services, Inc. 401(k) PlanUnited Home Care Services $6,717,826285$9,522
Automated Healthcare Solutions Restated 401(k) Retirement PlanrecordkeeperAutomated Healthcare Solutions $5,335,50398$68,567
One Spa World 401(k) Savings Plan IIrecordkeeperOne Spa World $2,312,397318$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.