Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 17 in 2023
Providers › Precept Advisory Group
Precept Advisory Group
- Service provider, as named on Schedule C
- EIN 561623293
- Plan year 2024
- Direct compensation reported $961,699
Assets of those plans
$2,293,130,788
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$961,699
100% 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) | 10 |
| 50 | Direct payment from the plan | 5 |
| 28 | Investment management | 3 |
| 15 | Recordkeeping and information management | 1 |
| 16 | Consulting (general) | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 49 | Other services | 1 |
| 64 | Recordkeeping fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| MH Sub I, LLC 401(k) Plan | MH Sub I | $808,294,994 | 7,602 | $275,000 |
| Caes 401(k) Plan | Cobham Benefits Holding | $762,408,269 | 3,684 | $112,520 |
| Edmunds.com, Inc. 401(k) Plan | Edmunds.com | $143,737,778 | 668 | $37,500 |
| Natus Medical Incorporated 401(k) Profit Sharing Plan | Natus Medical | $124,292,002 | 977 | $45,000 |
| Super Store Industries 401(k) Plan | Super Store Industries | $107,166,922 | 620 | $92,500 |
| Mattson Technology, Inc. 401(k) Plan | Mattson Technology | $64,282,869 | 362 | $45,000 |
| GSW Sports LLC 401(k) Plan | GSW Sports | $51,710,406 | 1,832 | $66,950 |
| Standard Biotools Inc. 401(k) Plan | Standard Biotools | $48,416,077 | 335 | $18,750 |
| Verus Aerospace 401(k) Plan | Cadence Aerospace | $45,839,269 | 701 | $43,527 |
| Ryan Herco Flow Solutions 401(k) Plan | Ryan Herco Products | $40,508,088 | 522 | $22,500 |
| American Integrated Services, Inc. 401(k) Profit Sharing Plan | American Integrated Services | $30,811,756 | 617 | $67,914 |
| Sofie Network 401(k) Plan | Sofie Network | $25,045,911 | 340 | $44,467 |
| Figure 401(k) Plan | Figure Technology Solutions | $18,000,915 | 523 | $26,955 |
| Imply Data, Inc. 401(k) Plan | Imply Data | $12,073,949 | 195 | $37,702 |
| Trefethen Profit Sharing and 401(k) Savings Planrecordkeeper | Trefethen Family Winery | $10,541,583 | 115 | $25,414 |
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.