Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials
Providers › Osaic FA Inc
Osaic FA Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $208,434
Assets of those plans
$417,258,195
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
$208,434
55% 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) | 6 |
| 55 | Other commissions | 5 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Pacific Premier Bank 401(k) Plan | Pacific Premier Bank | $131,539,855 | 1,674 | $0 |
| Jim Brown Chevrolet, Inc. DBA Classic Chevrolet 401(k) Plan | Jim Brown Chevrolet Inc. DBA Classic Chevrolet | $69,327,519 | 931 | $53,993 |
| 401(k) Plan and Employees Trust of Oncology Hematology West, P. C. | Oncology Hematology West | $52,111,496 | 367 | $0 |
| The de Moya Group, Inc. Profit Sharing Plan & Trust | de Moya Group | $44,391,439 | 380 | $74,730 |
| The Gratitude PEP | Pentegra Services | $35,585,295 | 432 | $0 |
| Western Pacific Distributing, LLC 401(k) Profit Sharing Plan | Western Pacific Distributing | $23,550,538 | 162 | $28,605 |
| The Albert M. Higley Company Employees Retirement Plan & Trust | Albert M. Higley | $17,608,207 | 174 | $30,396 |
| Newstead/kreher Farms 401(k) Plan | Newstead Farms | $16,439,927 | 291 | $0 |
| GO Kids Retirement Plan | GO Kids | $14,166,059 | 253 | $8,277 |
| Magnet-schultz of America, Inc. 401(k) Plan | Magnet-schultz of America | $9,308,434 | 116 | $0 |
| Lindemann Chimney Service Inc. 401(k) and Profit Sharing Plan Trust | Lindemann Chimney Service | $3,229,426 | 121 | $12,433 |
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.