Plans listing this provider
336
0.60% of the 56,420 plans with Schedule H financials; 176 in 2023
Providers › Osaic Wealth Inc
Osaic Wealth Inc
- Service provider, as named on Schedule C
- EIN 930987232
- Plan year 2024
- Direct compensation reported $5,783,086
Assets of those plans
$11,326,264,661
0.15% of all Schedule H plan assets
Plans where it is the recordkeeper
39
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$5,783,086
54% 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) | 154 |
| 99 | Other fees | 145 |
| 49 | Other services | 85 |
| 55 | Other commissions | 58 |
| 50 | Direct payment from the plan | 51 |
| 15 | Recordkeeping and information management | 39 |
| 21 | Trustee (bank, trust company or similar) | 38 |
| 64 | Recordkeeping fees | 38 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Paychex Pooled Employer 401(k) Plan | Paychex Retirement | $1,768,512,554 | 255,088 | $37,405 |
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $57,819 |
| Isolved 401-k Plan | Plan Professionals | $465,689,331 | 24,264 | $147,665 |
| Liberty Utilities National 401(k) Plan | Liberty Utilities Service | $443,336,870 | 2,569 | $0 |
| Roche Bros. 401(k) and Profit Sharing Plan | Roche Bros. Midco LLC F/k/a Roche Bros. Supermarkets | $218,112,383 | 2,000 | $121,689 |
| Alexandria Real Estate Equities, Inc. 401(k) Profit Sharing Plan | Alexandria Real Estate Equities | $207,521,511 | 713 | $0 |
| Meriton, LLC 401(k) Profit Sharing Plan | Meriton | $168,357,617 | 1,581 | $38,981 |
| Amy's Kitchen, Inc. 401(k) Retirement Plan | Amy's Kitchen | $158,819,007 | 3,605 | $43,750 |
| Puma North America, Inc. 401(k) Plan | Puma North America | $129,639,458 | 1,418 | $102,428 |
| Mile Bluff Medical Center, Inc. 401(k) Plan | Mile Bluff Medical Center | $108,034,001 | 670 | $0 |
| PVI Holdings, Inc.401(k) Profit Sharing Plan | PVI Holdings | $107,767,863 | 1,121 | $0 |
| A. M. Castle & Co. 401(k) Savings and Retirement Plan | A. M. Castle | $101,518,749 | 616 | $9,665 |
| Anesthesiologists Associated, PC 401(k) Profit Sharing Retirement Plan | Anesthesiologists Associated | $95,462,918 | 513 | $55,500 |
| Sunnen Employees' Retirement Plan | Sunnen Products | $95,442,850 | 527 | $5,000 |
| Sonifi Solutions, Inc. 401(k) Plan | Lodgenet Interactive | $95,239,962 | 735 | $24,000 |
| Ashford Hospitality Services 401(k) Savings Plan | Remington Hotels | $90,022,642 | 2,261 | $119,441 |
| Trident Maritime Systems Retirement Savings Plan | Trident Maritime Systems | $86,242,682 | 1,568 | $44,453 |
| The Siemon Company 401(k) Profit Sharing Plan | Siemon | $82,347,086 | 346 | not reported |
| Ho-chunk, Inc. 401(k) Plan | Ho-chunk | $81,957,366 | 1,958 | $142,900 |
| Mobis Parts America, LLC 401(k) Profit Sharing Plan | Mobis Parts America | $81,185,243 | 981 | $96,768 |
| Cook's Pest Control, Inc. Employee Capital Accumulation Plan | Cook's Pest Control | $77,576,277 | 1,859 | $13,984 |
| Findlay Management Group 401(k) Profit Sharing Plan and Trustrecordkeeper | Findlay Management Group | $77,445,334 | 2,424 | $163,181 |
| Wright-pierce Employees Section 401(k) Profit Sharing Plan | Wright-pierce | $76,856,796 | 413 | $37,500 |
| Great Day Improvements, LLC 401(k) Plan | Great Day Improvements | $76,579,266 | 3,123 | $36,000 |
| Shoe Carnival, Inc. Retirement Savings Plan | Shoe Carnival | $76,112,487 | 1,589 | $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.