Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › Oakmark
Oakmark
- Service provider, as named on Schedule C
- EIN 043276558
- Plan year 2024
- Direct compensation reported $383,780
Assets of those plans
$29,717,422,150
0.38% 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
$383,780
7% 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 |
|---|---|---|
| 28 | Investment management | 14 |
| 59 | Shareholder servicing fees | 11 |
| 52 | Investment management fees paid indirectly by plan | 2 |
| 50 | Direct payment from the plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Verizon Savings Plan for Management Employees | Verizon Communications | $29,376,133,902 | 118,299 | $383,780 |
| York Building Products Co. Inc. Profit Sharing Plan and Trust | York Building Products | $100,652,013 | 621 | $0 |
| G3 Technologies Inc 401(k) Plan | G3 Technologies | $59,494,635 | 327 | $0 |
| Klarna 401(k) Plan | Klarna | $32,122,333 | 569 | $0 |
| Stewart & Tate Employees Profit Sharing Plan | Stewart & Tate | $27,937,886 | 303 | $0 |
| Chesapeake Sprinkler Company, Inc. 401(k) Retirement Plan | Chesapeake Sprinkler | $21,765,591 | 153 | $0 |
| Annin & Co 401(k) Retirement Plan | Annin | $19,249,153 | 336 | $0 |
| Procon Consulting, LLC 401(k) Plan | Procon Consulting | $17,650,106 | 161 | $0 |
| Music Reports, Inc. 401k Retirement Plan | Music Reports | $15,184,445 | 115 | $0 |
| Buck Distributing 401(k) Profit Sharing Plan | SFB Buck | $15,060,795 | 109 | $0 |
| Buck Distributing 401(k) Profit Sharing Plan | SFB Buck | $15,060,795 | 109 | $0 |
| Trax 401(k) Plan | Trax Retail | $10,190,259 | 215 | $0 |
| The Terminal Corporation Profit Sharing 401(k) and Trust | Terminal | $6,920,237 | 29 | $0 |
| Decision Research Corporation | Decision Research | $0 | 0 | $0 |
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.