Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 17 in 2023
Providers › Lutz & Company, PC
Lutz & Company, PC
- Service provider, as named on Schedule C
- EIN 470625816
- Plan year 2024
- Direct compensation reported $384,853
Assets of those plans
$7,070,223,605
0.09% 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
$384,853
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 |
|---|---|---|
| 10 | Accounting (including auditing) | 14 |
| 50 | Direct payment from the plan | 4 |
| 99 | Other fees | 2 |
| 16 | Consulting (general) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Peter Kiewit Sons, Inc. Retirement Savings Plan | Peter Kiewit Sons | $2,800,326,806 | 28,251 | $53,500 |
| Conagra Brands Retirement Income Savings Plan | Conagra Brands | $1,737,040,808 | 13,298 | $40,000 |
| Methodist Health System 401(k) Plan | Nebraska Methodist Health System | $706,082,635 | 9,382 | $30,500 |
| Farm Bureau 401(k) Savings Plan | Iowa Farm Bureau Federation | $497,529,759 | 2,863 | $27,500 |
| Tenaska Retirement Plan | Tenaska | $390,387,042 | 1,000 | $15,000 |
| Union Bank & Trust Company Profit Sharing Plan | Union Bank & Trust | $268,500,213 | 1,602 | $19,000 |
| Conagra Brands Retirement Income Savings Plan for Union Employees | Conagra Brands | $224,166,959 | 4,480 | $26,000 |
| Gavilon 401(k) Plan for Salaried and Hourly Employees | Viterra USA Holdings | $188,422,624 | 1,511 | $22,000 |
| Koley Jessen P.C. 401(k) Plan | Koley Jessen P.C. L.L.O. | $61,968,993 | 263 | $19,500 |
| Baxter Auto Group 401(k) Plan | Baxter Shared Services | $61,409,320 | 2,000 | $25,000 |
| GO Physical Therapy 401(k) Plan | GO Physical Therapy | $45,171,847 | 464 | $47,719 |
| Plumbers Local Union No. 16 Defined Contribution Plan | Board of Trustees Plumbers Local Union No. 16 Defined Contribution PLA | $39,373,506 | 407 | $26,600 |
| Kandji 401(k) Plan | Kandji | $20,100,980 | 315 | $5,034 |
| Seldin, LLC 401(k) Plan | Seldin | $19,032,507 | 799 | $16,000 |
| Columbus Hydraulics Company, LLC 401(k) Plan | Columbus Hydraulics | $10,709,606 | 123 | $11,500 |
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.