Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials
Providers › Proaccount
Proaccount
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $377,209
Assets of those plans
$285,029,472
0.00% 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
$377,209
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 |
|---|---|---|
| 26 | Investment advisory (participants) | 12 |
| 27 | Investment advisory (plan) | 1 |
| 28 | Investment management | 1 |
| 59 | Shareholder servicing fees | 1 |
| 72 | Other investment fees and expenses | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Austrian Motors Corp. 401(k) Profit-sharing Plan | Austrian Motors | $64,085,935 | 620 | $121,300 |
| Costa Farms, LLC 401(k) Plan | Markel Group | $41,167,977 | 1,369 | $30,048 |
| California Farm Bureau Member Employer Retirement Plan (MEP) | California Farm Bureau Federation | $33,849,357 | 431 | $15,669 |
| Time Manufacturing Company 401(k) Plan | Time Manufacturing | $33,206,623 | 1,015 | $69,037 |
| Technical Services Retirement Plan | Computer and Engineering Services | $29,175,213 | 1,176 | $84,380 |
| Continental Office Interests Savings Plan | Continental Office Furniture | $23,600,170 | 220 | $938 |
| Brenner Oil Co. 401(k) PS Retirement Plan | Brenner Oil | $16,768,521 | 181 | $153 |
| Beau Townsend Ford, Inc. 401(k) Plan | Beau Townsend Ford | $9,178,979 | 106 | $15,086 |
| Family 1ST Dental 401(k) Planrecordkeeper | Family First Dental Associates of Nebraska | $8,653,484 | 126 | $16,810 |
| Goodwill Industries of Middle GA 401(k) P/S Plan | Goodwill Industries of Middle Georgia | $7,488,760 | 227 | $7,021 |
| New Hope Integrated Behavioral Health Care 401(k) Retirement Plan | New Hope Integrated Behavioral Health Care | $6,614,880 | 116 | $108 |
| Appolo Heating, Inc. 401(k) Profit Sharing Plan | Appolo Heating | $4,636,070 | 165 | $2,826 |
| Beach Haus, LLC 401(k) Plan | Beach Haus | $3,419,266 | 133 | $6,541 |
| Homecentris Healthcare, LLC 401(k) Profit Sharing Plan and Trust | Homecentris Healthcare | $3,184,237 | 501 | $758 |
| Georgia Eye Institute of the SE, LLC Employee Savings Trust | Georgia Eye Institute of the | $0 | 0 | $6,534 |
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.