Plans listing this provider
31
0.05% of the 56,420 plans with Schedule H financials; 34 in 2023
Providers › Retirement Management Services, LLC
Plans listing this provider
31
0.05% of the 56,420 plans with Schedule H financials; 34 in 2023
Assets of those plans
$1,446,635,839
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$223,676
81% 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.
| Service code | Meaning | Plans |
|---|---|---|
| 49 | Other services | 20 |
| 13 | Contract administrator | 15 |
| 99 | Other fees | 7 |
| 50 | Direct payment from the plan | 5 |
| 15 | Recordkeeping and information management | 2 |
| 37 | Participant loan processing | 2 |
| 64 | Recordkeeping fees | 2 |
| 16 | Consulting (general) | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| US LBM Holdings, LLC 401(k) Planrecordkeeper | US LBM | $620,379,162 | 17,132 | $73,920 |
| New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan | New Lexington Clinic P.S.C. | $295,465,129 | 1,861 | $18,353 |
| AEG Merit Holding Company 401(k) Plan | Elevation Services Holdings II | $52,009,298 | 561 | $25,468 |
| First Southern Bancorp Inc 401k Plan | First Southern Bancorp | $43,143,382 | 285 | $1,950 |
| Southeast Christian Church Restated Retirement and Savings Plan | Southeast Christian Church of Jefferson County Kentucky | $39,767,629 | 824 | $0 |
| Rood, Riddle & Partners, P.S.C. Savings and Retirement Planrecordkeeper | Rood Riddle & Partners P.S.C. | $38,137,233 | 374 | $5,022 |
| American Beverage Marketers 401k Retirement Plan | American Beverage Marketers | $36,373,065 | 163 | $0 |
| Hall Contracting of Kentucky, Inc. Davis Bacon/prevailing Wage, 401k Retirement and Profit Sharing Plan | Hall Contracting of Kentucky | $26,736,375 | 366 | $0 |
| Carrier Process Equipment Group, Inc. 401(k) Plan and Trust | Carrier Process Equipment Group | $26,385,074 | 298 | $18,988 |
| Dmlo 401k Retirement Plan | Deming Malone Livesay & Ostroff | $23,842,716 | 200 | $2,050 |
| Madison Precision Products, Inc. Retirement Plan | Madison Precision Products | $19,550,690 | 423 | $4,950 |
| Stockton Mortgage Corporation 401(k) Plan | Stockton Mortgage | $19,205,842 | 260 | $6,294 |
| The Pain Associates 401(k) Plan | Commonwealth Pain Associates | $17,453,537 | 436 | $0 |
| Ihcc 401(k) Retirement Plan | Investors Heritage Capital | $16,705,034 | 137 | $900 |
| Magnolia Bank Retirement Savings Plan | Magnolia Bank | $16,549,672 | 325 | $3,509 |
| Feeders Supply Company, LLC Profit Sharing Plan | Feeders Supply | $15,802,958 | 619 | $14,013 |
| Flynn Brothers Contracting Inc. 401 K Profit Sharing Plan | Flynn Brothers Contracting | $15,403,274 | 333 | $0 |
| Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) Plan | Independent Southern Bancshares | $15,213,529 | 124 | $2,425 |
| Ikeyless, LLC 401(k) P/S Plan | Ikeyless | $13,628,547 | 260 | $4,600 |
| Partners in Home Care Retirement Plan | Partners in Home Care | $11,766,099 | 353 | $0 |
| AEG 401(k) Plan | Elevation Services Holdings | $10,385,948 | 141 | $8,791 |
| Kentucky Organ Donor Affiliates 401(k) Plan | Kentucky Organ Donor Affiliates | $9,922,236 | 163 | $1,700 |
| Arrow Electric Co Inc Retirement Plan | Arrow Electric | $9,870,186 | 189 | $4,374 |
| Hillerich & Bradsby Co. Thrift Plan | Hillerich & Bradsby | $9,589,359 | 134 | $1,475 |
| QSR Automations, Inc. 401(k) Plan | QSR Automations | $9,382,398 | 180 | $700 |
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.