Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › MCF Advisors
MCF Advisors
- Service provider, as named on Schedule C
- EIN 200566061
- Plan year 2024
- Direct compensation reported $272,596
Assets of those plans
$8,778,092,090
0.11% 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
$272,596
91% 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 |
|---|---|---|
| 50 | Direct payment from the plan | 6 |
| 27 | Investment advisory (plan) | 4 |
| 26 | Investment advisory (participants) | 3 |
| 99 | Other fees | 3 |
| 15 | Recordkeeping and information management | 2 |
| 16 | Consulting (general) | 2 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 49 | Other services | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Humana Retirement Savings Plan | Humana | $7,706,147,015 | 60,365 | $23,390 |
| Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan | Taft Stettinius & Hollister | $848,887,158 | 1,807 | $9,083 |
| Employees' Thrift Plan of Davis H. Elliot Company, Incorporated | Davis H. Elliot | $104,686,862 | 3,596 | $0 |
| Worldwide Equipment Enterprises, Inc. Employees Savingsrecordkeeper | Worldwide Equipment Enterprises | $31,572,719 | 930 | $59,485 |
| Bacon, Farmer, Workman Engineering and Testing, Inc. 401(k) Retirement Plan | Bacon Farmer Workman Retirement Plan | $22,784,212 | 193 | $7,313 |
| Pizza Wholesale of Lexington, Inc. 401(k)retirement Savings Plan | Pizza Wholesale of Lexington | $14,914,044 | 302 | $38,166 |
| Stewart Home & School, LLC Retirement Plan | Stewart Home & School | $12,661,676 | 184 | $22,368 |
| Davis & Plomin, Inc. 401(k) Retirement Savings Plan | Davis & Plomin Mechanical | $12,065,125 | 172 | $16,663 |
| Association Management Resources Inc. 401(k) Retirement Plan | Association Management Resources | $9,428,391 | 126 | $47,587 |
| Baptist-physicians' Surgery Center 401(k) & Profit Sharing Precordkeeper | Baptist-physicians Surgery Cent | $8,593,928 | 160 | $23,340 |
| Galerie Retirement Savings Plan | Ross Acquisition | $6,350,960 | 110 | $25,201 |
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.