Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 14 in 2023
Providers › Plexus Financial Services LLC
Plexus Financial Services LLC
- Service provider, as named on Schedule C
- EIN 271746834
- Plan year 2024
- Direct compensation reported $233,213
Assets of those plans
$1,022,964,445
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
$233,213
58% 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 |
| 99 | Other fees | 5 |
| 16 | Consulting (general) | 2 |
| 51 | Investment management fees paid directly by plan | 1 |
| 70 | Consulting fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Freeman 401(k) Plan | Freeman Decorating | $686,416,010 | 6,693 | $72,500 |
| Ascent Resources Management Services, LLC 401(k) Plan | Ascent Resources Management Services | $115,801,104 | 504 | $0 |
| Bob Moore & Affiliates Retirement Savings Plan | Bob Moore Auto Group | $45,991,443 | 939 | $10,000 |
| Indeck Energy Services, Inc. and Affiliated Employers 401(k) Plan | Indeck Energy Services | $33,962,349 | 160 | $0 |
| Marshall Associates, Inc. Profit Sharing & 401(k) Plan | Marshall Associates | $30,698,778 | 164 | $19,000 |
| Kyocera Senco Industrial Tools, Inc. Savings Plan | Kyocera Senco Industrial Tools | $29,518,979 | 425 | $56,835 |
| New England Authentic Eats 401(k) Plan | New England Authentic Eats | $25,515,083 | 452 | $30,000 |
| KVP Energy Services 401(k) & Profit Sharing Plan | KVP Energy Services | $15,428,002 | 666 | $0 |
| Vibes Media 401(k) Plan & Trust | Vibes Media | $13,348,797 | 161 | $23,000 |
| Wacker Services Corp. 401(k) Plan | Wacker Services | $11,448,421 | 154 | $0 |
| Aisle Rocket Retirement Plan | ARS Advertising | $10,982,618 | 183 | $21,878 |
| Tampico Beverages Inc. Profit Sharing Savings Plan | Tampico Beverages | $3,852,861 | 118 | $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.