Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › Invst
Invst
- Service provider, as named on Schedule C
- EIN 811661697
- Plan year 2024
- Direct compensation reported $663,179
Assets of those plans
$993,024,437
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$663,179
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) | 8 |
| 26 | Investment advisory (participants) | 8 |
| 51 | Investment management fees paid directly by plan | 7 |
| 28 | Investment management | 6 |
| 50 | Direct payment from the plan | 3 |
| 15 | Recordkeeping and information management | 2 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 49 | Other services | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Barnes & Thornburg LLP Profit Sharing Plan | Barnes & Thornburg | $753,523,297 | 1,754 | $69,543 |
| Round Room Holdings, Inc. 401(k) Profit Sharing Plan | Round Room Holdings | $51,306,439 | 983 | $114,662 |
| Customized Energy Solutions, Ltd 401(k) Plan | Customized Energy Solutions | $40,589,703 | 216 | $74,837 |
| Better Health Retirement Plan | Better Health Group Services | $29,389,542 | 664 | $41,399 |
| Fullstack Inc. 401(k) Plan | FullStack | $27,628,280 | 686 | $91,073 |
| The American Legion Employees Salary Savings Plan | American Legion National Headquarters | $20,892,429 | 296 | $48,495 |
| Flexware Innovation, Inc. 401(k) Planrecordkeeper | Flexware Innovation | $19,668,236 | 232 | $43,062 |
| Fitzmark, LLC 401(k) Planrecordkeeper | Fitzmark | $16,627,793 | 407 | $57,924 |
| Dgperry, PLLC 401(k) Profit Sharing Plan and Trust | Dgperry | $13,147,272 | 145 | $43,136 |
| Aptura Group Inc., 401(k) Plan | Aptura Group | $12,854,729 | 226 | $39,648 |
| Kinetic Advantage 401(k) Plan | Kinetic Advantage | $7,396,717 | 154 | $39,400 |
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.