Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › Larson Financial Group LLC
Larson Financial Group LLC
- Service provider, as named on Schedule C
- EIN 204773945
- Plan year 2024
- Direct compensation reported $189,903
Assets of those plans
$21,920,252,465
0.28% 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
$189,903
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 |
|---|---|---|
| 26 | Investment advisory (participants) | 8 |
| 50 | Direct payment from the plan | 7 |
| 33 | Securities brokerage | 3 |
| 71 | Securities brokerage commissions and fees | 3 |
| 99 | Other fees | 2 |
| 16 | Consulting (general) | 1 |
| 27 | Investment advisory (plan) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Advocate Aurora Health 401(k) Plan | Advocate Aurora Health | $10,487,791,739 | 100,747 | $37,241 |
| Penn State Health 401(k) Savings Plan | Penn State Health | $2,925,576,909 | 21,753 | $6,378 |
| U.S. Anesthesia Partners, Inc. 401(k) Plan | U.S. Anesthesia Partners | $2,828,979,535 | 7,447 | $30,201 |
| Teamhealth 401(k) Plan | Ameriteam Services | $1,798,253,817 | 18,360 | $21,084 |
| Radiology Partners, Inc. Partner Plan | Radiology Partners | $1,049,806,186 | 1,715 | $7,358 |
| Shook, Hardy & Bacon 401(k) Profit Sharing Plan | Shook Hardy & Bacon | $650,782,045 | 1,806 | $9,165 |
| Prevea Clinic, Inc. 401(k) and Retirement Plan | Prevea Clinic | $491,684,640 | 2,757 | $5,686 |
| Mcfarland Clinic, P.C. 401(k) Profit Sharing Plan | Mcfarland Clinic | $487,865,066 | 1,797 | $10,412 |
| City of Hope Medical Group 401k Retirement Savings Plan | City of Hope Medical Group | $387,199,107 | 710 | $5,378 |
| Emergency Physicians Professional Association Profit Sharing 401(k) Plan | Emergency Physicians Professional Association | $294,354,414 | 678 | $10,040 |
| Salina Regional Health Center 401(k) Plan | Salina Regional Health Center | $193,098,848 | 3,145 | $2,024 |
| Providence Anesthesiology Associates, P.A. Profit Sharing 401(k) Plan | Providence Anesthesiology Associates | $124,347,155 | 334 | $23,811 |
| Orthopaedics Northeast, PC Profit Sharing Plan | Orthopaedics Northeast | $104,050,128 | 525 | $7,932 |
| Metro-west Anesthesia Group, Inc. 401(k) Plan | Metro-west Anesthesia Group | $96,462,876 | 192 | $13,193 |
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.