Plans listing this provider
167
0.30% of the 56,420 plans with Schedule H financials
Providers › Proaccount
Proaccount
- Service provider, as named on Schedule C
- EIN 730988442
- Plan year 2024
- Direct compensation reported $3,405,069
Assets of those plans
$2,579,411,004
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
16
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$3,405,069
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) | 141 |
| 28 | Investment management | 13 |
| 59 | Shareholder servicing fees | 9 |
| 15 | Recordkeeping and information management | 8 |
| 64 | Recordkeeping fees | 7 |
| 51 | Investment management fees paid directly by plan | 4 |
| 49 | Other services | 3 |
| 27 | Investment advisory (plan) | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Daisy Brand Retirement Plan | Daisy Brand | $155,171,568 | 946 | $227,765 |
| Trion Solutions, Inc. 401(k) Profit Sharing Plan | Trion Solutions | $106,581,603 | 4,088 | $197,226 |
| Hill & Smith Group Holdings, Inc. 401(k) Plan | Hill & Smith Group Holdings | $72,347,556 | 1,639 | $132,604 |
| Aesculapian Management Company, LLC 401(k) Plan | Aesculapian Management | $69,049,978 | 945 | $22,703 |
| Trinity Solar, LLC 401(k) Plan | Trinity Solar | $59,966,056 | 2,815 | $20,337 |
| Anderson Center for Autism Retirement Plan | Anderson Center for Autism | $58,907,259 | 1,037 | $8,217 |
| Factor Systems, LLC. DBA Billtrust (a Wholly Owned Subsidiary of BTRS Holdings) | BTRS Holdings | $57,074,905 | 693 | $15,174 |
| Louisiana Women's Healthcare Associates, LLC Profit Sharing Plan | Louisiana Women's Healthcare Associates | $52,229,767 | 327 | $3,289 |
| GEO. Byers Sons, 401(k) Plan | GEO. Byers Sons Holding | $50,428,933 | 1,024 | $75,518 |
| Mueser Rutledge Consulting Engineers PLLC 401(k) Retirement Savings Plan | Mueser Rutledge Consulting Engineers | $45,778,554 | 208 | $353 |
| Paul Miller & Its Affiliates 401(k) Plan | Paul Miller | $44,490,220 | 922 | $32,450 |
| 4front Engineered Solutions 401(k) Plan | 4front Engineered Solutions | $42,514,215 | 720 | $173,691 |
| Planesense, Inc. 401(k) Plan | PlaneSense | $36,180,443 | 528 | $25,381 |
| George J. Igel & Co., Inc. 401(k) Profit Sharing Plan | George J. Igel | $36,027,100 | 144 | $104,845 |
| China Merchants Bank 401(k) Plan | China Merchants Bank | $35,951,688 | 176 | $5,707 |
| Rite of Passage, Inc. 401k Plan | Rite of Passage | $34,297,086 | 721 | $25,104 |
| Superior Inc & Affiliates 401(k) Plan | Superior | $31,114,089 | 512 | $41,579 |
| T. W. Frierson Contractor, Inc. 401(k) Profit Sharing Plan | T. W. Frierson Contractor | $28,159,092 | 245 | $7,634 |
| The Windermere 401(k) Plan | Windermere Real Estate Services | $27,928,182 | 359 | $5,515 |
| First Co. 401(k) Retirement Plan | First | $25,826,479 | 426 | $62,344 |
| Caddick Utilities LLC 401k Retirement Plan | Caddick Utilities | $25,638,970 | 149 | $10,537 |
| Chesapeake Employers' Insurance Company 401(k) Plan | Chesapeake Employers' Insurance | $25,387,138 | 403 | $6,177 |
| Rubberlite, Inc. 401(k)profit Sharing Retirement Plan | Rubberlite | $25,256,299 | 168 | $32,837 |
| Ambitions 401 K Plan | Ambitions | $25,011,761 | 1,276 | $21,153 |
| Rottinghaus Company 401(k) Savings Plan | Rottinghaus | $23,743,478 | 377 | $3,173 |
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.