Plans listing this provider
64
0.11% of the 56,420 plans with Schedule H financials; 68 in 2023
Providers › Northern Trust Company
Northern Trust Company
- Service provider, as named on Schedule C
- EIN 361561860
- Plan year 2024
- Direct compensation reported $14,123,613
Assets of those plans
$348,907,802,536
4.48% 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
$14,123,613
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 |
|---|---|---|
| 50 | Direct payment from the plan | 41 |
| 21 | Trustee (bank, trust company or similar) | 38 |
| 28 | Investment management | 17 |
| 51 | Investment management fees paid directly by plan | 13 |
| 62 | Float revenue | 10 |
| 19 | Custodial (securities) | 9 |
| 49 | Other services | 9 |
| 25 | Trustee (directed) | 8 |
Largest plans served
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.