Plans listing this provider
322
0.57% of the 56,420 plans with Schedule H financials; 311 in 2023
Providers › Morningstar
Morningstar
- Service provider, as named on Schedule C
- EIN 363297908
- Plan year 2024
- Direct compensation reported $2,991,610
Assets of those plans
$63,266,857,068
0.81% 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
$2,991,610
20% 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 |
|---|---|---|
| 27 | Investment advisory (plan) | 273 |
| 50 | Direct payment from the plan | 41 |
| 28 | Investment management | 36 |
| 26 | Investment advisory (participants) | 18 |
| 70 | Consulting fees | 3 |
| 49 | Other services | 3 |
| 16 | Consulting (general) | 3 |
| 17 | Consulting (pension) | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Teamster - UPS National 401(k) Tax Deferred Savings Plan | United Parcel Service | $19,309,174,243 | 219,009 | $76,600 |
| American Express Retirement Savings Plan | American Express | $9,068,227,739 | 38,135 | $85,503 |
| The Consolidated Edison Thrift Savings Plan | Consolidated Edison Company of New York | $6,350,080,435 | 20,761 | $32,463 |
| HNTB Ownership Plan | HNTB Holdings | $2,177,568,788 | 8,265 | $86,392 |
| Teamhealth 401(k) Plan | Ameriteam Services | $1,798,253,817 | 18,360 | $1,006,628 |
| Greenberg Traurig 401(k) Plan | Greenberg Traurig | $1,642,062,595 | 5,454 | $9,850 |
| Marvell Semiconductor 401k Retirement Plan | Marvell Semiconductor | $1,363,520,692 | 5,416 | $22,271 |
| Sonepar USA 401 (k) Plan | Sonepar Management US | $1,213,391,635 | 13,380 | $105,681 |
| Spirit Airlines, Inc. Pilots' Retirement Savings Plan | Spirit Airlines | $1,181,558,760 | 3,511 | $25,598 |
| Radiology Partners, Inc. Partner Plan | Radiology Partners | $1,049,806,186 | 1,715 | $5,965 |
| Carrier Retirement Savings Plan | Carrier Global | $998,061,534 | 12,851 | $141,460 |
| Arvest Bank 401k & Profit Sharing Retirement Plan | Arvest Bank Trust Division | $925,751,555 | 7,993 | $26,252 |
| HNTB Retirement and Savings Plan | HNTB Holdings | $623,027,532 | 7,895 | $242,339 |
| Republic Airways Holdings Inc. 401(k) Plan | Republic Airways Holdings | $577,572,013 | 6,911 | $16,208 |
| Nice Systems, Inc. 401(k) Plan | Nice Systems | $545,076,741 | 4,725 | $207,966 |
| Bayhealth Medical Center, Inc. Retirement and Savings Plan | Bayhealth Medical Center | $539,072,919 | 6,256 | $16,119 |
| ARM, Inc. 401(k) Savings Plan | ARM | $533,142,868 | 2,082 | $10,336 |
| Mcfarland Clinic, P.C. 401(k) Profit Sharing Plan | Mcfarland Clinic | $487,865,066 | 1,797 | $21,041 |
| Radiology Partners, Inc. 401(k) Profit Sharing Plan | Radiology Partners | $412,449,108 | 6,800 | $80,369 |
| Ice Miller Retirement Plan | Ice Miller | $370,603,987 | 898 | $8,776 |
| Clyde Companies, Inc. 401(k) Retirement Plan | Clyde Companies | $326,281,209 | 5,014 | $91,686 |
| Balyasny Asset Management 401(k) Plan | Balyasny Asset Management | $262,953,598 | 1,695 | $6,742 |
| Braskem Retirement Savings Plan | Aristech Chemical | $229,983,412 | 898 | $0 |
| Filtration Group 401(k) Retirement Savings Plan | Filtration Group | $224,214,045 | 3,388 | $235 |
| Strategic Petroleum Reserve Retirement and Savings Plan | Fluor Federal Petroleum Operations | $214,430,163 | 1,001 | $11,517 |
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.