Plans listing this provider
128
0.23% of the 56,420 plans with Schedule H financials; 127 in 2023
Providers › PIMCO Funds
PIMCO Funds
- Service provider, as named on Schedule C
- EIN 330629048
- Plan year 2024
- Direct compensation reported $12,302,057
Assets of those plans
$265,213,822,500
3.41% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$12,302,057
18% 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 |
|---|---|---|
| 28 | Investment management | 120 |
| 59 | Shareholder servicing fees | 105 |
| 51 | Investment management fees paid directly by plan | 19 |
| 52 | Investment management fees paid indirectly by plan | 9 |
| 50 | Direct payment from the plan | 8 |
| 25 | Trustee (directed) | 4 |
| 27 | Investment advisory (plan) | 4 |
| 49 | Other services | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Microsoft Corporation Savings Plus 401k Plan | Microsoft | $65,646,011,638 | 177,887 | $2,102,164 |
| IBM 401(k) Plan | International Business Machines | $60,393,556,150 | 147,543 | $3,483,088 |
| Jpmorgan Chase 401(k) Savings Plan | JPMorgan Chase Bank | $52,913,457,500 | 297,359 | $1,372,564 |
| Morgan Stanley 401(k) Plan | Morgan Stanley Domestic Holdings | $22,180,692,974 | 77,339 | $1,451,401 |
| 401(k) Pension Plan | National Rural Electric Cooperative Association | $16,840,459,887 | 79,674 | $675,498 |
| The Goldman Sachs 401(k) Plan | Goldman Sachs Group | $12,807,939,404 | 48,807 | $911,746 |
| Liberty Mutual 401(k) Plan | Liberty Mutual Group | $11,352,606,499 | 48,718 | $1,394,066 |
| Edison 401(k) Savings Plan | SOUTHERN CALIFORNIA EDISON | $6,380,816,069 | 16,740 | $280,792 |
| Farmers Group, Inc. 401(k) Savings Plan | Farmers Group | $4,990,013,609 | 28,334 | $288,141 |
| Discover Financial Services 401k Plan | Discover Financial Services | $3,212,387,200 | 26,671 | $295 |
| Alight Solutions LLC 401(k) Plan (fka Hewitt Associates LLC 401k Plan) | Alight Solutions | $2,453,128,838 | 12,300 | $75,705 |
| Pacificorp K Plus Employee Savings Plan | Pacificorp | $1,771,250,677 | 7,199 | $178,871 |
| Ashland Employee Savings Plan | Ashland | $1,306,775,357 | 4,742 | $8,374 |
| The National Football League Capital Accumulation Plan | National Football League | $254,259,297 | 1,985 | $18,688 |
| Lummus Technology Savings Plan | Lummus Technology | $112,693,276 | 608 | $0 |
| The National Football League Capital Accumulation Plan | San Francisco Forty Niners | $102,116,877 | 710 | $6,458 |
| The National Football League Capital Accumulation Plan | National Football League | $99,448,954 | 184 | $8,507 |
| The National Football League Capital Accumulation Plan | Buffalo Bills | $91,082,529 | 494 | $7,675 |
| Garfunkel Wild PC 401(k) Retirement Plan | Garfunkel Wild | $90,541,377 | 170 | $0 |
| Marathon Health, LLC. 401(k) Plan | Marathon Health | $81,089,052 | 1,795 | $0 |
| The National Football League Capital Accumulation Plan | Green Bay Packers | $79,813,909 | 620 | $5,120 |
| The National Football League Capital Accumulation Plan | Indianapolis Colts | $71,864,845 | 445 | $5,084 |
| Omitron Inc 401(k) Profit Sharing Plan | Omitron | $67,143,221 | 358 | $0 |
| Commonwealth Emergency Physicians 401 (k) Plan | Commonwealth Emergency | $61,701,503 | 172 | $0 |
| The National Football League Capital Accumulation Plan | New York Football Giants | $59,777,051 | 260 | $8,432 |
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.