Plans listing this provider
98
0.17% of the 56,420 plans with Schedule H financials; 102 in 2023
Providers › Raymond James
Raymond James
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $3,329,028
Assets of those plans
$3,351,279,968
0.04% 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
$3,329,028
94% 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) | 86 |
| 50 | Direct payment from the plan | 6 |
| 26 | Investment advisory (participants) | 5 |
| 99 | Other fees | 5 |
| 16 | Consulting (general) | 2 |
| 51 | Investment management fees paid directly by plan | 2 |
| 13 | Contract administrator | 1 |
| 19 | Custodial (securities) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Loeb & Loeb LLP Profit Sharing and 401(k) Plan | Loeb & Loeb | $438,103,649 | 936 | $11,782 |
| Chart Industries, Inc. 401(k) Investment and Savings Plan | Chart Industries | $428,251,936 | 4,586 | $65,000 |
| Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust | Toledo Clinic | $261,045,142 | 1,674 | $35,044 |
| TA Operating LLC 401(k) Savings Plan | TA Operating | $183,545,647 | 17,337 | $68,431 |
| Wilmington Health, PLLC Retirement Plan | Wilmington Health | $166,341,080 | 1,471 | $4,604 |
| Central Illinois Radiological Associates, Ltd. 401(k) Profit Sharing Plan | Central Illinois Radiological Associates | $113,280,096 | 179 | $33,077 |
| Johnson, Pope Profit Sharing Plan and Trust | Johnson Pope Bokor Ruppel & Burns L. L. P. | $71,278,120 | 213 | $10,182 |
| Specialty Dental Brands 401(k) Plan | Vardiman Black Holdings LLC DBA Specialty Dental Brands | $71,062,215 | 2,686 | $208,651 |
| Orthocincy Retirement Plan | Orthocincy Orthopaedics & Sports ME | $65,241,631 | 593 | $19,210 |
| Aurora Behavioral Health Savings & Retirement Plan | Signature Healthcare Services | $59,864,636 | 4,475 | $115,090 |
| Sunflower Electric Power Corporation 401(k) Plan | Sunflower Electric Power | $51,556,278 | 436 | $103,376 |
| Culp Inc Employees RET Builder Plan | Culp | $44,747,445 | 591 | $86,499 |
| BJ'S Restaurants, Inc. 401(k) Plan | BJ’S Restaurants | $44,662,089 | 1,358 | $-1,380 |
| Savantage Financial Services, Inc. 401(k) Savings Plan | Savantage Financial Services | $41,003,421 | 130 | $56,503 |
| IQE USA 401(k) Plan | Quantum Epitaxial Designs | $40,575,106 | 210 | $79,171 |
| Midwest Tape, LLC 401(k) Profit Sharing Plan | Midwest Tape | $38,872,635 | 447 | $73,688 |
| Dunne Manning 401(k) Plan | VUC | $38,647,595 | 877 | $52,695 |
| Royal Electric Company 401(k) Plan | Vellutini | $38,052,345 | 527 | $24,606 |
| South College of Tennessee 401(k) Retirement Plan | South College of Tennessee DBA South College | $36,686,775 | 1,290 | $10,000 |
| Infocision, Inc. 401(k) Plan | Infocision | $36,225,932 | 410 | $28,319 |
| Koroseal Interior Products Retirement Savings Plan and Trust | Koroseal Interior Products | $34,712,104 | 331 | $39,985 |
| Global Professional Services Group, Inc. 401(k) Plan | Global Professional Services Group | $34,271,386 | 170 | $62,611 |
| Peaksware Holdings LLC 401(k) Plan | Peaksware Holdings | $32,475,485 | 368 | $-6,423 |
| ARM Group Enterprises 401(k) Plan | ARM Group | $31,861,254 | 301 | $58,654 |
| Central States Industrial Equipment and Service, Inc. 401(k) Profit Sharing Plan | Central States Industrial Equipment & Service Inc . | $31,566,897 | 354 | $32,000 |
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.