Plans listing this provider
19
0.03% of the 56,420 plans with Schedule H financials; 18 in 2023
Providers › Lord Abbett
Lord Abbett
- Service provider, as named on Schedule C
- EIN 133731507
- Plan year 2024
- Direct compensation reported $0
Assets of those plans
$340,688,796
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$0
0% 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 |
|---|---|---|
| 59 | Shareholder servicing fees | 19 |
| 28 | Investment management | 18 |
| 15 | Recordkeeping and information management | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 25 | Trustee (directed) | 1 |
| 27 | Investment advisory (plan) | 1 |
| 37 | Participant loan processing | 1 |
| 38 | Participant communication | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Fluence Savings Plan | Fluence Energy | $80,874,247 | 932 | $0 |
| Omitron Inc 401(k) Profit Sharing Plan | Omitron | $67,143,221 | 358 | $0 |
| Rose Companies Employer 401(k) Plan | Rose Companies Employer | $36,058,752 | 305 | $0 |
| Panini America, Inc. 401(k) Plan | Panini America | $20,632,473 | 271 | $0 |
| CEE Kay Supply, Inc. Profit Sharing Plan | CEE Kay Supply | $19,836,919 | 174 | $0 |
| Metlife Legal Plans 401(k) Retirement Savings Plan | Metlife Legal Plans | $16,632,147 | 321 | $0 |
| Spokane Methodist Homes, Inc. Employee Retirement Savings Plan | Spokane United Methodist Homes | $15,123,861 | 699 | $0 |
| Survival Flight Air Ambulance, LLC 401(k) Profit Sharing Plan | Survival Flight Air Ambulance | $14,514,267 | 805 | $0 |
| 3 Phase Elevator 401(k) Plan | 3 Phase Elevator | $9,798,632 | 197 | $0 |
| Checkout, LLC 401(k) Profit Sharing Planrecordkeeper | Checkout | $8,405,378 | 263 | $0 |
| Lyndra, Inc. 401(k) Plan | Lyndra Therapeutics | $8,111,608 | 135 | $0 |
| Lionel, LLC Retirement and Savings Plan | Lionel | $6,995,359 | 127 | $0 |
| Crayon 401(k) Plan | Crayon | $6,746,620 | 183 | $0 |
| Robert Dietrick Co., Inc. 401(k) Profit Sharing Plan | Robert Dietrick | $6,516,605 | 155 | $0 |
| Concrete Pump Partners 401(k) Plan | Concrete Pump Partners | $6,214,635 | 256 | $0 |
| Allesco Industries, Inc. 401(k) Profit Sharing Plan and Trust | Allesco Industries | $6,120,756 | 117 | $0 |
| Infinity Technology Services, LLC 401(k) Plan | Infinity Technology Services | $4,457,877 | 149 | $0 |
| Night Shift Brewing 401(k) P/S Plan | Night Shift Brewing | $4,137,609 | 97 | $0 |
| Holtz Companies 401(k) Plan | Holtz Builders | $2,367,830 | 180 | $0 |
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.