Plans listing this provider
39
0.07% of the 56,420 plans with Schedule H financials; 40 in 2023
Providers › Private Advisor Group LLC
Private Advisor Group LLC
- Service provider, as named on Schedule C
- EIN 273463733
- Plan year 2024
- Direct compensation reported $1,381,717
Assets of those plans
$11,880,522,506
0.15% of all Schedule H plan assets
Plans where it is the recordkeeper
5
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,381,717
79% 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) | 24 |
| 50 | Direct payment from the plan | 18 |
| 99 | Other fees | 12 |
| 26 | Investment advisory (participants) | 8 |
| 15 | Recordkeeping and information management | 5 |
| 21 | Trustee (bank, trust company or similar) | 5 |
| 49 | Other services | 5 |
| 64 | Recordkeeping fees | 5 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Humana Retirement Savings Plan | Humana | $7,706,147,015 | 60,365 | $8,260 |
| WPMG 401(k) Retirement Savings Plan | Washington Permanente Medical Group | $1,469,819,796 | 2,248 | $34,257 |
| Barnes & Thornburg LLP Profit Sharing Plan | Barnes & Thornburg | $753,523,297 | 1,754 | $20,733 |
| Steptoe LLP 401(k) and Profit Sharing Plan | Steptoe | $455,788,059 | 1,114 | $14,041 |
| Eversana 401(k) Plan | Eversana | $348,115,256 | 5,154 | $231,376 |
| ENT and Allergy Associates, LLP Retirement Savings Plan I | ENT and Allergy Associates | $239,888,352 | 957 | $139,790 |
| Urus Group LP 401(k) Retirement Plan | Urus Group | $157,282,147 | 1,909 | $88,571 |
| ENT and Allergy Associates, LLP 401(k) Profit Sharing Plan II | ENT and Allergy Associates | $87,963,732 | 899 | $39,958 |
| Ask Chemicals, LLC 401(k) Planrecordkeeper | Ask Chemicals | $59,068,801 | 278 | $13,706 |
| Novares US Engine Components, Inc. 401(k) Savings Plan | Novares US Engine Components | $57,487,229 | 828 | $112,443 |
| Kamps Retirement Savings Plan | Kamps | $54,369,995 | 889 | $0 |
| LJB Inc. Employee Retirement Plan | LJB | $47,922,626 | 256 | $7,874 |
| Brennan Companies 401(k) and Profit Sharing Plan | J.F. Brennan | $46,634,389 | 338 | $65,292 |
| The Dutra Group 401(k) Plan | Dutra Group | $39,126,658 | 192 | $64,276 |
| Torti Gallas and Partners, Inc. 401(k) Profit Sharing Plan | Torti Gallas and Partners | $31,892,512 | 176 | $44,630 |
| Atlantic Tomorrowsoffice 401(k)plan | Facsimile Communications Industries Inc. DBA Atlantic Tomorrowsoffice | $29,184,402 | 418 | $67,629 |
| Palmer Johnson Incentive Savings Plan | Palmer Johnson Enterprises | $23,796,441 | 237 | $45,897 |
| Longbridge Financial LLC 401(k) Profit Sharing Plan | Longbridge Financial | $21,776,837 | 440 | $32,322 |
| Helms Bros. Inc. 401(k) Plan | Helms Bros. | $18,550,228 | 152 | $0 |
| Bernie & PHYL'S Furniture Retirement Plan | Convertible Castle Inc. DBA Bernie & PHYL'S Furni | $17,877,971 | 196 | $39,704 |
| CA Fortune 401(k) Planrecordkeeper | CA Fortune | $17,685,880 | 384 | $26,206 |
| CA Carlin 401(k) Planrecordkeeper | Carlin Group Holdco | $17,374,148 | 235 | $27,459 |
| Walzcraft Industries, Inc. 401(k) Retirement Plan | Walzcraft Industries | $16,734,730 | 225 | $45,211 |
| Aba-pgt, Inc. 401(k) Plan | Aba-pgt | $16,506,227 | 147 | $21,934 |
| Superior Lubricants Co., Inc. 401(k) Plan | Superior Lubricants | $16,249,650 | 338 | $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.