Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 8 in 2023
Providers › NBT Bank, N.A.
NBT Bank, N.A.
- Service provider, as named on Schedule C
- EIN 150395735
- Plan year 2024
- Direct compensation reported $96,493
Assets of those plans
$318,634,566
0.00% 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
$96,493
82% 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 |
|---|---|---|
| 49 | Other services | 5 |
| 99 | Other fees | 5 |
| 13 | Contract administrator | 4 |
| 50 | Direct payment from the plan | 3 |
| 64 | Recordkeeping fees | 2 |
| 15 | Recordkeeping and information management | 1 |
| 16 | Consulting (general) | 1 |
| 27 | Investment advisory (plan) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| MMG Insurance Company 401(k) Retirement Savings Plan | MMG Insurance | $55,800,709 | 351 | $12,575 |
| Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 2recordkeeper | Hinman Howard & Kattell | $50,317,255 | 5 | $10,042 |
| Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 | Hinman Howard & Kattell | $50,317,255 | 204 | $10,042 |
| Sanborn, Head & Associates, Inc. 401(k) Retirement Plan | Sanborn Head & Associates | $38,794,940 | 212 | $7,625 |
| Maine Drilling & Blasting, Inc. 401(k) Plan | Maine Drilling & Blasting | $35,639,248 | 632 | $0 |
| SMRT, Inc. 401(k) Profit Sharing Plan | SMRT | $31,598,353 | 188 | $7,139 |
| Loftware, Inc. 401(k) Profit Sharing Plan | Loftware | $24,833,331 | 238 | $0 |
| Eclinical Solutions LLC 401(k) Profit Sharing Planrecordkeeper | eClinical Solutions | $20,558,606 | 276 | $3,800 |
| Sail Energy 401(k) Plan | Sail Energy | $7,670,752 | 141 | $3,955 |
| LM Manufacturing Retirement Savings Plan | LM Manufacturing | $3,104,117 | 686 | $38,459 |
| RSCS 401(k) Plan | Radiation Safety & Control Services | $0 | 0 | $2,856 |
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.