Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › Oppenheimer & Co Inc
Oppenheimer & Co Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $417,842
Assets of those plans
$1,037,495,823
0.01% 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
$417,842
94% 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 |
|---|---|---|
| 27 | Investment advisory (plan) | 14 |
| 26 | Investment advisory (participants) | 3 |
| 50 | Direct payment from the plan | 2 |
| 19 | Custodial (securities) | 1 |
| 28 | Investment management | 1 |
| 33 | Securities brokerage | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Faurecia USA Holdings, Inc. Retirement Savings | Faurecia USA Holdings | $422,920,698 | 3,999 | $42,300 |
| Argano, LLC 401(k) Plan | Argano | $123,467,803 | 1,162 | $65,000 |
| CHS Employee Group, LLC 401(k) Retirement Plan | Spectrum Healthcare Resources of Delaware | $100,350,166 | 2,008 | $60,000 |
| Quantum Radiology, P.C. Retirement Plan | Quantum Physician Services | $86,373,944 | 170 | $0 |
| OSG, Inc. Savings and Retirement Plan | Output Services Group | $81,946,484 | 1,447 | $57,773 |
| Faurecia USA Holdings, Inc. Union Retirement Savings Plan | Faurecia USA Holdings | $70,252,037 | 2,772 | $2,700 |
| Kelc 401(k) Savings Plan | Kaplan Early Learning | $37,774,412 | 1,287 | $26,657 |
| Modern Automotive Network 401(k) and Profit Sharing Plan | Modern Automotive Network | $25,999,977 | 486 | $25,707 |
| Whirlwind Steel Buildings, Inc. 401(k) Plan | Whirlwind Steel Buildings | $21,355,464 | 773 | $39,904 |
| Metro Imaging, LLC Retirement Plan | Metro Imaging | $15,694,152 | 131 | $7,405 |
| El Proyecto Del Barrio 403(b) Plan | El Proyecto Del Barrio | $14,376,615 | 295 | $18,770 |
| Parkway Products, LLC Thrift Savings 401(k) Plan | Parkway Products | $14,060,697 | 490 | $5,318 |
| Strait and Lamp Lumber Company, Inc. 401(k) Profit Sharing Plan | Strait and Lamp Lumber | $12,627,722 | 206 | $29,860 |
| Chicago Family Health Center, Inc. Employees Savings Trust | Chicago Family Health Center | $10,295,652 | 127 | $16,602 |
| Costello, Inc. 401(k) Plan | Costello | $0 | 0 | $7,434 |
| Clayens NP USA 401(k) Plan | Clayens NP USA | $0 | 0 | $12,412 |
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.