Plans listing this provider
48
0.09% of the 56,420 plans with Schedule H financials; 48 in 2023
Providers › Oppenheimer & Co Inc
Oppenheimer & Co Inc
- Service provider, as named on Schedule C
- EIN 135657518
- Plan year 2024
- Direct compensation reported $1,220,331
Assets of those plans
$18,727,659,201
0.24% of all Schedule H plan assets
Plans where it is the recordkeeper
6
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,220,331
77% 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) | 32 |
| 99 | Other fees | 13 |
| 50 | Direct payment from the plan | 11 |
| 15 | Recordkeeping and information management | 6 |
| 21 | Trustee (bank, trust company or similar) | 5 |
| 49 | Other services | 5 |
| 64 | Recordkeeping fees | 5 |
| 26 | Investment advisory (participants) | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| 401(k) Pension Plan | National Rural Electric Cooperative Association | $16,840,459,887 | 79,674 | $0 |
| Covenant Health 401(k) Plan | Covenant Health | $894,089,700 | 8,126 | $55,000 |
| Ushv Employee Savings Plan | Ushv Management | $100,513,207 | 1,008 | $34,795 |
| Interdent Service Corporation 401(k) Plan | Interdent Service | $100,079,379 | 2,499 | $0 |
| Jas Forwarding (USA), Inc. 401(k) Plan | Jas Forwarding (U.S.A.) | $92,946,927 | 1,460 | $0 |
| Ohio's Hospice, Inc. 401(k) Retirement Savings | Ohios Hospice | $63,056,406 | 1,535 | $0 |
| Compsych Management Corporation Retirement Plan | Compsych Management | $53,621,367 | 589 | $45,474 |
| E-times Corporation 401(k) Plan | E-times | $49,746,212 | 149 | $0 |
| Mixpanel, Inc 401(k) & Profit Sharing Plan | Mixpanel | $30,643,664 | 446 | $77,383 |
| Skydance Productions, LLC 401(k) Profit Sharing Plan | Skydance Productions | $30,076,815 | 392 | $56,243 |
| Astrana Health Managment, Inc. Cash OR Deferred Profit Sharing Plan | Astrana Health Management | $29,746,409 | 908 | $9,239 |
| Southwestern Industries, Inc. 401(k) Plan | Southwestern Industries | $26,353,443 | 132 | $39,136 |
| Tobin Lucks, LLP 401(k) Profit Sharing Plan | Tobin Lucks | $24,520,904 | 212 | $0 |
| Readycap Commercial 401(k) Plan | Readycap Commercial | $23,756,455 | 286 | $23,449 |
| The Instantwhip Companies Profit Sharing Plan | Instantwhip Foods | $23,410,130 | 187 | $36,857 |
| Mvva, Inc. Profit Sharing & 401(k) Plan | Michael Van Valkenburgh Associates | $23,372,368 | 160 | $31,117 |
| Bluetooth SIG Inc 401k Planrecordkeeper | Bluetooth SIG | $23,074,044 | 168 | $57,739 |
| Home Franchise Concepts Retirement Savings Plan | Home Franchise Concepts | $19,444,566 | 284 | $25,175 |
| Molecular Templates, Inc. 401(k) Plan | Molecular Templates | $18,772,679 | 243 | $56,850 |
| PDQ Enterprises, Inc. 401(k) Profit Sharing Plan | PDQ Enterprises | $18,691,591 | 321 | $31,498 |
| TMMG 401(k) Plan | Mchenry Management Group | $16,514,837 | 364 | $22,233 |
| Lance, Soll & Lunghard, LLP 401(k) Profit Sharing Plan | Lance Soll & Lunghard | $15,304,969 | 148 | $35,535 |
| Freshrealm Retirement Plan | Freshrealm | $13,608,632 | 554 | $5,514 |
| Miller Castings, Inc. 401(k) Plan | Miller Castings | $12,222,943 | 451 | $0 |
| Tippmann Affiliated Group 401(k) Employees Retirement Planrecordkeeper | Interstate Cold Storage | $12,080,034 | 227 | $47,632 |
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.