Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Procyon Advisors, LLC
Procyon Advisors, LLC
- Service provider, as named on Schedule C
- EIN 821652002
- Plan year 2024
- Direct compensation reported $545,353
Assets of those plans
$1,450,631,474
0.02% 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
$545,353
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 |
|---|---|---|
| 15 | Recordkeeping and information management | 5 |
| 21 | Trustee (bank, trust company or similar) | 5 |
| 49 | Other services | 5 |
| 50 | Direct payment from the plan | 5 |
| 64 | Recordkeeping fees | 5 |
| 99 | Other fees | 5 |
| 27 | Investment advisory (plan) | 4 |
| 70 | Consulting fees | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Atlas Air, Inc. Retirement Plan | Atlas Air | $1,105,788,762 | 6,034 | $139,157 |
| Liro Group 401(k) Plan | Liro Engineers | $175,815,272 | 1,405 | $52,500 |
| Sabin Metal Corporation 401(k) Savings Planrecordkeeper | Sabin Metal | $38,368,430 | 537 | $50,034 |
| Tomra of North America, Inc. 401k SVGS & Profit Sharing Planrecordkeeper | Tomra of North America | $34,681,924 | 345 | $50,034 |
| Light Sources, Inc.401(k) Planrecordkeeper | Light Sources | $28,012,713 | 181 | $100,069 |
| Netimpact Strategies 401(k) Plan | Netimpact Strategies | $23,884,800 | 420 | $48,589 |
| The Grand Healthcare System 401(k) Plan | Strauss Ventures LLC D/B/A the Grand Healthcare System | $15,189,109 | 486 | $42,517 |
| Plastic Express 401(k) Planrecordkeeper | Plastic Express | $13,580,052 | 277 | $29,084 |
| Q-SI Operations Inc. 401(k) Plan | Q-SI Operations | $13,076,803 | 193 | $28,321 |
| Tomra NY Recycling, LLC Union 294 401(k) Savings and Profit SHrecordkeeper | Tomra NY Recycling | $2,233,609 | 288 | $5,048 |
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.