Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › PFG Advisors, LLC
PFG Advisors, LLC
- Service provider, as named on Schedule C
- EIN 472483769
- Plan year 2024
- Direct compensation reported $330,449
Assets of those plans
$136,845,904
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
5
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$330,449
86% 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 |
|---|---|---|
| 26 | Investment advisory (participants) | 7 |
| 99 | Other fees | 7 |
| 15 | Recordkeeping and information management | 5 |
| 21 | Trustee (bank, trust company or similar) | 5 |
| 49 | Other services | 5 |
| 50 | Direct payment from the plan | 5 |
| 64 | Recordkeeping fees | 5 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| EPS Group 401(k) Planrecordkeeper | EPS Group | $26,925,294 | 330 | $56,026 |
| Aztec Engineering Group, Inc. 401(k) Profit Sharing Planrecordkeeper | AZTEC Engineering Group | $25,143,530 | 227 | $47,858 |
| Strongmind, Inc. 401(k) Plan | Strongmind | $17,115,132 | 735 | $19,171 |
| Quechan Indian Tribe Employee Savings and Retirement Plan | Quechan Indian Tribe | $16,377,919 | 797 | $46,541 |
| Open Loop Energy, Inc. Retirement Savings Planrecordkeeper | Open Loop Energy | $9,119,006 | 205 | $28,542 |
| Parks & Sons of Sun City, Inc. 401(k) Plan | Parks & Sons of Sun City | $7,830,519 | 156 | $22,087 |
| Frontier Waste Solutions 401k Plan | Frontier Employeeco | $7,097,704 | 579 | $0 |
| Portfolio Retirement Planrecordkeeper | Outlier | $6,262,141 | 390 | $22,455 |
| Trax Holdings, Inc 401(k) Planrecordkeeper | TRAX HOLDINGS | $5,702,184 | 107 | $13,545 |
| SPS Retirement Plan | Shonto Governing Board of Education | $4,296,125 | 153 | $32,285 |
| Agate, Inc. 401(k) Plan | Agate | $4,199,314 | 107 | $15,484 |
| Many Farms Community School 401(k) Plan | Many Farms Community School | $2,962,516 | 129 | $16,026 |
| Coal Brick Oven Pizzeria, Inc. 401(k) Plan | Coal Brick Oven Pizzeria | $2,047,119 | 278 | $0 |
| Square One Concepts, Inc. 401(k) Plan | Square One Concepts | $1,767,401 | 539 | $10,429 |
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.