Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › NWPS
NWPS
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $550,840
Assets of those plans
$581,826,793
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
11
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$550,840
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 |
|---|---|---|
| 64 | Recordkeeping fees | 11 |
| 50 | Direct payment from the plan | 10 |
| 15 | Recordkeeping and information management | 9 |
| 37 | Participant loan processing | 7 |
| 60 | Sub-transfer agency fees | 6 |
| 38 | Participant communication | 1 |
| 16 | Consulting (general) | 1 |
| 13 | Contract administrator | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Planrecordkeeper | Tennessee Orthopaedic Alliance | $236,565,835 | 1,850 | $152,206 |
| Captive-aire Systems, Inc. 401(k) Planrecordkeeper | Captive-aire Systems | $161,305,326 | 2,734 | $38,764 |
| H&S Family of Bakeries 401(k) Planrecordkeeper | H&S Bakery | $39,814,676 | 426 | $72,388 |
| Green Valley Corporation 401k Profit Sharing Planrecordkeeper | Green Valley | $31,034,526 | 133 | $10,692 |
| IBEW Local Union 94 Annuity Fundrecordkeeper | Local Union 94 I.B.E.W. | $24,101,761 | 2,860 | $143,100 |
| Price Modern, LLC 401(k) Retirement Planrecordkeeper | Price Modern | $20,784,424 | 245 | $32,930 |
| H&S Family of Bakeries Union 401(k) Planrecordkeeper | H&S Bakery | $17,438,511 | 522 | $46,685 |
| Anderson Automotive Group 401(k) and Profit Sharing Planrecordkeeper | Anderson Automotive Group | $13,733,400 | 153 | $22,906 |
| The Franklin Academy 401(k) Retirement Planrecordkeeper | Franklin Academy | $13,544,788 | 214 | $1,308 |
| The Maryland Zoological Society Savings and Retirement Planrecordkeeper | Maryland Zoological Society | $11,787,494 | 175 | $16,026 |
| Lemek, LLC DBA Panera Bread 401(k) Profit Sharing Planrecordkeeper | Lemek LLC DBA Panera Bread | $11,716,052 | 141 | $13,835 |
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.