Plans listing this provider
39
0.07% of the 56,420 plans with Schedule H financials; 37 in 2023
Providers › Morningstar
Morningstar
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $766,839
Assets of those plans
$99,215,567,678
1.27% 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
$766,839
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) | 27 |
| 50 | Direct payment from the plan | 26 |
| 99 | Other fees | 10 |
| 27 | Investment advisory (plan) | 3 |
| 28 | Investment management | 2 |
| 25 | Trustee (directed) | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 15 | Recordkeeping and information management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| IBM 401(k) Plan | International Business Machines | $60,393,556,150 | 147,543 | $23,500 |
| Sanofi U.S. Group Savings Plan | Sanofi | $8,494,849,810 | 26,012 | $42,136 |
| TD 401(k) Retirement Plan | Banknorth Group | $5,971,163,889 | 42,188 | $128,737 |
| WSP USA Retirement Savings Plan | WSP USA Buildings | $3,317,124,739 | 21,638 | $48,354 |
| Hyatt Corporation Retirement Savings Plan | Hyatt | $2,492,543,269 | 30,619 | $11,884 |
| Arcadis U.S., Inc. Retirement Savings Plan | Arcadis U.S. | $2,259,964,434 | 11,636 | $13,903 |
| Allianz Asset Accumulation Plan | Azoa Services | $2,129,076,000 | 8,603 | $25,000 |
| BDO USA Retirement Plan | BDO USA | $1,943,776,313 | 14,739 | $116,315 |
| Carmax, Inc. Retirement Savings Plan | Carmax | $1,812,838,022 | 22,441 | $17,399 |
| Consolidated Communications, Inc. 401(k) Plan | Consolidated Communications | $1,158,133,955 | 4,124 | $12,450 |
| WSGR 401(k) and Profit Sharing Plan | Wilson Sonsini Goodrich & Rosati | $1,000,888,139 | 3,059 | $9,980 |
| Snap-on Incorporated 401k Savings Plan | Snap-on | $983,334,539 | 9,259 | $27,184 |
| Daiichi Sankyo, Inc. Savings and Retirement Plan | Daiichi Sankyo | $963,640,152 | 3,649 | $10,862 |
| Pay Deferral and Savings Plan of Hines Interests Limited Partnership | Hines Interests Limited Partnership | $873,167,734 | 4,401 | $32,589 |
| Dayforce Savings and Investment Plan | ABR Information Services | $633,457,664 | 3,398 | $22,470 |
| Ascensus, LLC 401(k) Savings Plan | Ascensus | $621,764,246 | 5,972 | $7,853 |
| Crawford & Company Savings & Investment Plan | Crawford | $592,500,236 | 5,495 | $16,582 |
| Kuehne & Nagel 401(k) Plan | Kuehne & Nagel | $552,347,011 | 7,820 | $12,161 |
| The Lamar Savings and Profit Sharing Plan | Lamar Media | $517,271,926 | 4,178 | $15,006 |
| Canon Medical Systems USA, Inc. 401(k) Savings Plan | Canon Medical Systems USA | $507,678,427 | 1,553 | $42,657 |
| The Spirent Communications 401(k) Plan | Spirent Communications | $449,652,079 | 1,414 | $9,975 |
| Pool Corporation 401(k) Plan | SCP Distributors | $436,005,804 | 5,806 | $11,907 |
| Lhoist North America 401(k) Plan | Lhoist North America | $281,320,293 | 2,005 | $2,163 |
| Range Resources Corporation 401(k) Plan | Range Resources | $212,522,953 | 817 | $3,496 |
| The Fishel Company Retirement Savings Plan | Fishel | $141,182,988 | 2,723 | $14,378 |
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.