Plans listing this provider
154
0.27% of the 56,420 plans with Schedule H financials; 87 in 2023
Providers › Osaic Wealth Inc
Osaic Wealth Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $3,236,236
Assets of those plans
$4,098,155,482
0.05% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$3,236,236
65% 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) | 101 |
| 55 | Other commissions | 49 |
| 50 | Direct payment from the plan | 13 |
| 26 | Investment advisory (participants) | 4 |
| 99 | Other fees | 1 |
| 16 | Consulting (general) | 1 |
| 52 | Investment management fees paid indirectly by plan | 1 |
| 70 | Consulting fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Astec Industries, Inc. 401(k) Retirement Plan | Astec Industries | $350,069,041 | 4,090 | $54,984 |
| Rohde & Schwarz, Inc. Savings Plan | Rohde & Schwarz USA | $210,650,579 | 966 | $2,235 |
| Anesthesia Practice Consultants, P.C. Savings and Retirement Plan | Anesthesia Practice Consultants | $188,021,685 | 319 | $96,963 |
| Kintetsu World Express (U.S.A.), Inc. Employees 401(k) Plan | Kintetsu World Express (U.S.A.) | $166,034,749 | 1,104 | $225,812 |
| MACI Associates 401(k) Savings Plan | Michigan Automotive Compressor | $162,955,335 | 942 | $9,750 |
| Mill Creek Residential Trust Resources LLC 401(k) Plan | Mill Creek Residential Trust | $149,799,581 | 1,774 | $28,941 |
| DCCM, LLC 401(k) Plan | DCCM | $99,080,261 | 1,292 | $112,360 |
| Pacific Biosciences of California, Inc. 401(k) Plan | Pacific Biosciences of California | $72,727,869 | 617 | $9,555 |
| Rodl Management, Inc. 401(k) Savings Plan | Rodl Management | $69,030,730 | 461 | $25,070 |
| Adnet Systems, Inc. 401(k) Plan | Adnet Systems | $67,418,111 | 413 | $66,452 |
| Braman Dealerships 401(k) Plan | Braman Motors | $66,608,330 | 1,216 | $0 |
| One Member Retirement Plan | Premier Distribution Cooperative | $66,393,168 | 1,021 | $119,312 |
| Hoffer Plastics Corporation Profit Sharing and 401(k) Plan | Hoffer Plastics | $62,184,469 | 381 | $83,880 |
| Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan | Chattanooga Orthopaedic Group | $56,608,800 | 500 | $105,420 |
| Paragon Anesthesia 401(k) Plan | Paragon Anesthesia | $55,176,288 | 153 | $22,440 |
| Performance Services, Inc. Thrift Plan | Performance Services | $52,186,994 | 346 | $0 |
| Eastern Metal Supply, Inc. 401(k) Profit Sharing Plan | Eastern Metal Supply | $49,637,214 | 982 | $0 |
| The White Oak 401(k) Plan | White Oak Global Advisors | $48,071,743 | 314 | $60,168 |
| General Datatech, LP 401(k) Plan | General Datatech | $47,521,449 | 723 | $0 |
| Yark Automotive Group 401(k) and Profit Sharing Plan | Yark Automotive Group | $46,736,813 | 465 | $79,963 |
| Innovative Systems, LLC 401(k) Plan | Innovative Systems | $46,515,272 | 196 | $49,417 |
| The Orthopaedic and Fracture Clinic, P.A. Profit Sharing Plan | Orthopaedic and Fracture Clinic | $45,703,258 | 127 | $45,000 |
| Concordance Healthcare Solutions 401(k) Retirement Plan | Concordance Healthcare Solutions | $45,200,120 | 744 | $34,124 |
| Dick Anderson Construction, Inc. Profit Sharing Plan | Dick Anderson Construction | $42,532,459 | 564 | $74,241 |
| Ob/gyn Specialists of the Palm Beaches II, LLC, 401(k) Profit Sharing Plan and Trust | Ob/gyn Specialists of the Palm Beaches II | $40,274,648 | 283 | $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.