401k Record

Providers › Retirement Management Services, LLC

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.

Services reported

Service codeMeaningPlans
49Other services20
13Contract administrator15
99Other fees7
50Direct payment from the plan5
15Recordkeeping and information management2
37Participant loan processing2
64Recordkeeping fees2
16Consulting (general)1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
US LBM Holdings, LLC 401(k) PlanrecordkeeperUS LBM $620,379,16217,132$73,920
New Lexington Clinic, P.S.C. Savings and Profit Sharing PlanNew Lexington Clinic P.S.C. $295,465,1291,861$18,353
AEG Merit Holding Company 401(k) PlanElevation Services Holdings II $52,009,298561$25,468
First Southern Bancorp Inc 401k PlanFirst Southern Bancorp $43,143,382285$1,950
Southeast Christian Church Restated Retirement and Savings PlanSoutheast Christian Church of Jefferson County Kentucky $39,767,629824$0
Rood, Riddle & Partners, P.S.C. Savings and Retirement PlanrecordkeeperRood Riddle & Partners P.S.C. $38,137,233374$5,022
American Beverage Marketers 401k Retirement PlanAmerican Beverage Marketers $36,373,065163$0
Hall Contracting of Kentucky, Inc. Davis Bacon/prevailing Wage, 401k Retirement and Profit Sharing PlanHall Contracting of Kentucky $26,736,375366$0
Carrier Process Equipment Group, Inc. 401(k) Plan and TrustCarrier Process Equipment Group $26,385,074298$18,988
Dmlo 401k Retirement PlanDeming Malone Livesay & Ostroff $23,842,716200$2,050
Madison Precision Products, Inc. Retirement PlanMadison Precision Products $19,550,690423$4,950
Stockton Mortgage Corporation 401(k) PlanStockton Mortgage $19,205,842260$6,294
The Pain Associates 401(k) PlanCommonwealth Pain Associates $17,453,537436$0
Ihcc 401(k) Retirement PlanInvestors Heritage Capital $16,705,034137$900
Magnolia Bank Retirement Savings PlanMagnolia Bank $16,549,672325$3,509
Feeders Supply Company, LLC Profit Sharing PlanFeeders Supply $15,802,958619$14,013
Flynn Brothers Contracting Inc. 401 K Profit Sharing PlanFlynn Brothers Contracting $15,403,274333$0
Independent Southern Bancshares, Inc. Amended and Restated Profit Sharing/401(k) PlanIndependent Southern Bancshares $15,213,529124$2,425
Ikeyless, LLC 401(k) P/S PlanIkeyless $13,628,547260$4,600
Partners in Home Care Retirement PlanPartners in Home Care $11,766,099353$0
AEG 401(k) PlanElevation Services Holdings $10,385,948141$8,791
Kentucky Organ Donor Affiliates 401(k) PlanKentucky Organ Donor Affiliates $9,922,236163$1,700
Arrow Electric Co Inc Retirement PlanArrow Electric $9,870,186189$4,374
Hillerich & Bradsby Co. Thrift PlanHillerich & Bradsby $9,589,359134$1,475
QSR Automations, Inc. 401(k) PlanQSR Automations $9,382,398180$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.