Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › Newedge Advisors LLC
Newedge Advisors LLC
- Service provider, as named on Schedule C
- EIN 460854203
- Plan year 2024
- Direct compensation reported $185,297
Assets of those plans
$4,375,993,751
0.06% 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
$185,297
67% 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) | 7 |
| 27 | Investment advisory (plan) | 5 |
| 50 | Direct payment from the plan | 5 |
| 99 | Other fees | 5 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Brown & Brown, Inc Employee Savings Plan | Brown & Brown | $1,754,611,565 | 12,841 | $5,324 |
| Pitney Bowes Inc. 401(k) Plan | Pitney Bowes | $1,737,241,018 | 12,248 | $6,529 |
| Phelps Dunbar, LLP Savings and Retirement Plan | Phelps Dunbar | $294,867,711 | 829 | $34,171 |
| Adams and Reese LLP 401(k) Profit Sharing Plan and Trust | Adams and Reese | $261,545,714 | 575 | $23,454 |
| Stone Pigman Walther Wittmann L.L.C. 401(k) and Profit Sharing Plan | Stone Pigman Walther Wittmann | $90,963,941 | 135 | $5,125 |
| Kelly & Associates Insurance Group, Inc. 401k Plan | Kelly & Associates Insurance Group | $68,162,735 | 541 | $8,189 |
| Imperial Health 401(k) Profit Sharing Plan & Trust | Imperial Health | $43,627,359 | 367 | $7,500 |
| A.J. Rose Retirement and 401(k) Plan for Non-union Employees | A. J. Rose Manufacturing | $32,023,096 | 168 | $0 |
| Harvey Gulf International Marine 401(k) Plan | Harvey Gulf International Marine | $30,733,030 | 436 | $68,675 |
| A.J. Rose MFG. Co. 401(k) Plan for Union Employees | A. J. Rose Manufacturing | $19,133,978 | 334 | $0 |
| OAC 401(k) and Profit Sharing Plan | Oklahoma Arthritis Center | $16,385,798 | 236 | $0 |
| Quality Companies 401k Plan | Quality Construction & Production | $7,278,711 | 254 | $0 |
| D & S Marine Service, LLC 401(k) Plan | D & S Marine Service | $7,121,317 | 92 | $0 |
| Lee & Cates Glass, Inc. 401(k) Plan | Lee & Cates Glass | $7,045,370 | 93 | $24,419 |
| Coastal Hospitality Associates, LLC 401(k) Plan | Coastal Hospitality Associates | $5,252,408 | 331 | $1,911 |
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.