Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 22 in 2023
Providers › Private Advisor Group LLC
Private Advisor Group LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $764,052
Assets of those plans
$477,892,789
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
$764,052
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) | 16 |
| 28 | Investment management | 3 |
| 51 | Investment management fees paid directly by plan | 3 |
| 50 | Direct payment from the plan | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Clack Corporation Profit Sharing 401(k) Plan | Clack | $85,286,909 | 510 | $54,453 |
| Norris Mclaughlin, P.A. Thrift Savings Plan | Norris McLaughlin & Marcus | $75,641,353 | 230 | $54,000 |
| Ferolie Corporation EE'S SVGS Investment Plan | Ferolie | $53,549,261 | 451 | $71,805 |
| In-place Machining Company 401(k) Plan | In-place Machining | $44,340,518 | 482 | $75,221 |
| American Transit Insurance Company 401(k) Profit Sharing Plan | American Transit Insurance | $34,674,282 | 525 | $48,842 |
| VC3, Inc. 401(k) Plan | VC3 | $33,401,908 | 667 | $55,390 |
| Wilo USA LLC Retirement Plan | Wilo USA | $30,925,546 | 487 | $76,047 |
| Milwaukee Bucks Retirement Savings Plan | Milwaukee Bucks | $29,088,369 | 512 | $47,166 |
| Integrated Specialty Coverages, LLC 401(k) Plan | Integrated Specialty Coverages | $20,609,194 | 274 | $39,765 |
| Ixonia Bank 401(k) Savings Plan | Ixonia Bank | $14,765,805 | 587 | $51,022 |
| Nuts.com 401(k) Plan | Nuts.com | $11,180,478 | 221 | $39,836 |
| E.R. Wagner Manufacturing Company, Inc. Retirement Savings Plan | E.R. Wagner Manufacturing | $11,179,376 | 199 | $29,883 |
| Symphony Corporation Retirement Savings Plan | Symphony | $9,816,982 | 100 | $23,564 |
| Saelens Corporation 401(k) Savings Plan | Saelens | $8,934,436 | 173 | $25,690 |
| The Bliss Group Holdings, LLC 401(k) Profit Sharing Plan and Trust | Bliss Group Holdings | $8,223,357 | 127 | $18,642 |
| Total Water Treatment Systems, Inc. 401(k) Plan | Total Water Treatment Systems | $6,137,469 | 209 | $30,002 |
| Adweek LLC 401k Plan | Adweek | $137,546 | 34 | $5,810 |
| American Ambulance Service, Inc. Profit Sharing Plan | American Ambulance Service | $0 | 0 | $16,914 |
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.