Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › Osaic Advisory Services, LLC
Osaic Advisory Services, LLC
- Service provider, as named on Schedule C
- EIN 465391363
- Plan year 2024
- Direct compensation reported $341,393
Assets of those plans
$1,860,282,554
0.02% 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
$341,393
87% 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) | 9 |
| 26 | Investment advisory (participants) | 7 |
| 50 | Direct payment from the plan | 4 |
| 99 | Other fees | 2 |
| 52 | Investment management fees paid indirectly by plan | 1 |
| 53 | Insurance brokerage commissions and fees | 1 |
| 49 | Other services | 1 |
| 22 | Insurance agents and brokers | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Arnold & Porter Profit-sharing and 401(k) Plan and Trust | Arnold & Porter Kaye Scholer | $1,579,538,597 | 2,984 | $16,220 |
| Berger Singerman, LLP 401(k) and Profit-sharing Plan | Berger Singerman | $68,832,798 | 213 | $74,148 |
| Miami Heat Limited Partnership 401(k) Retirement Plan | Miami Heat Limited Partnership | $61,009,273 | 531 | $120,313 |
| Stambaugh Ness 401(k) Plan | Stambaugh Ness | $32,237,317 | 234 | $13,492 |
| L2 Brands 401(k) Plan | L2 Brands | $18,910,233 | 470 | $0 |
| Tropical Financial Credit Union 401(k) Profit Sharing Plan | Tropical Financial Credit Union | $18,377,930 | 209 | $39,410 |
| Golden SVCS, LLC 401(k) Plan & Trust | Golden SVCS | $16,005,444 | 697 | $3,016 |
| BCI Burke Company, LLC 401(k) & Profit Sharing Plan | BCI Burke | $13,756,520 | 315 | $33,166 |
| Retirement Plan of Lebanon Valley Brethren Home | Lebanon Valley Brethren Home | $13,188,661 | 282 | $7,147 |
| Saf-gard Safety Shoe Co., Inc. Retirement Savings Plan | Saf-gard Safety Shoe | $12,655,703 | 208 | $0 |
| H.H. Knoebel Sons, Inc. 401(k) Plan | H.H. Knoebel Sons | $6,978,940 | 490 | $7,922 |
| Touch of Color Flooring, Inc. 401(k) Plan | Touch of Color Flooring | $6,670,316 | 148 | $5,771 |
| Fine Art Lamps 401(k) Plan | GQ Investments | $5,340,580 | 92 | $3,036 |
| Chapman Partnership Employee Savings Plan | Chapman Partnership | $4,802,817 | 112 | $16,043 |
| Enumerate 401(k) Profit Sharing Plan and Trust | TOPS Software of Florida LLC D/B/A Enumerate | $1,977,425 | 147 | $1,709 |
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.