Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › Pollard & Associates, Inc.
Pollard & Associates, Inc.
- Service provider, as named on Schedule C
- EIN 520909772
- Plan year 2024
- Direct compensation reported $160,071
Assets of those plans
$303,566,916
0.00% 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
$160,071
92% 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 |
|---|---|---|
| 13 | Contract administrator | 4 |
| 37 | Participant loan processing | 4 |
| 17 | Consulting (pension) | 3 |
| 50 | Direct payment from the plan | 3 |
| 99 | Other fees | 3 |
| 64 | Recordkeeping fees | 2 |
| 11 | Actuarial | 1 |
| 16 | Consulting (general) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Adfinitas Health 401(k) Retirement Plan | Adfinitas Management | $44,167,057 | 490 | $33,251 |
| Thomas Eye Group, P.C. 401(k) Plan | Thomas Eye Group | $43,091,374 | 559 | $0 |
| Dragos, Inc. 401(k) Plan | Dragos | $39,564,416 | 485 | $300 |
| Integra Connect, LLC 401(k) Profit Sharing Plan & Trust | Integra Connect Newco | $38,417,784 | 808 | $17,220 |
| The Anderson Clinic LLC 401(k) Profit Sharing Plan | Anderson Clinic | $30,923,672 | 158 | $2,100 |
| GP3 401(k) Plan | GP3 Partners | $26,328,106 | 324 | $5,075 |
| Reliable Contracting Company, Inc. Profit Sharing Plan & Trust | Reliable Contracting | $21,933,786 | 430 | $8,009 |
| Chesapeake Contracting Employees Savings Trust | Chesapeake Contracting Group | $17,287,733 | 142 | $2,300 |
| York Solutions 401(k) Profit Sharing Plan | York Enterprise Solutions | $15,572,913 | 459 | $38,480 |
| J. J. Mcdonnell & Co., Inc. 401(k) Profit Sharing Planrecordkeeper | J. J. Mcdonnell | $10,863,088 | 176 | $6,450 |
| Thrive Behavioral Health, LLC 401(k) Plan | Thrive Behavioral Health | $9,906,544 | 167 | $36,923 |
| Healthport, Inc. 401(k) Plan | Healthport | $4,763,924 | 173 | $8,113 |
| Lemonjuice Capital Solutions 401(k) Planrecordkeeper | HPP Property Services LLC D/B/A Lemonjuice Capital Solutions | $746,519 | 133 | $1,850 |
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.