401k Record

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Retirement Plan Concepts & Services

Plans listing this provider

26

0.05% of the 56,420 plans with Schedule H financials; 26 in 2023

Assets of those plans

$357,284,677

0.00% 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

$129,721

54% 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 services15
13Contract administrator11
15Recordkeeping and information management4
64Recordkeeping fees4
99Other fees4
37Participant loan processing3
50Direct payment from the plan3
18Custodial (other than securities)1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Tippmann Group Employees 401(k) PlanrecordkeeperInterstate Warehousing $43,082,2181,035$5,800
First Farmers Financial Corp. 401k Profit Sharing PlanFirst Farmers Financial $40,163,508426$19,373
G. S. Precision, Inc. 401(k) Employee Savings Plan & TrustG. S. Precision $35,287,917677$33,055
Vuteq Corporation Retirement Readiness 401(k) PlanVuteq USA $25,175,440727$0
North Shore Health Centers 401(k) PlanNorth Shore Health Centers $18,363,421418$0
Hometown America, LLC Retirement Readiness 401(k) PlanHometown America Insurance Service $17,858,599440$0
Profed Retirement Readiness 401(k) PlanProfed Federal Credit Union $16,394,705163$1,500
Integrated Services Retirement PlanIntegrated Services for Behavioral Health $14,078,414594$5,636
NC Inc. Employees' Savings & Profit Sharing PlanNC $13,552,681150$0
Flodraulic Group 401(k) PlanFlodraulic Group $13,276,290113$0
Northeastern Center, Inc. Retirement PlanNortheastern Center $12,821,250403$875
Patriot Engineering 401(k) PlanPatriot Engineering & Environmental $12,451,385208$4,459
Choices Coordinated Care Solutions, Inc. 401(k) Retirement PlanChoices Coordinated Care Solutions $11,125,653432$17,590
Hamilton Exhibits, LLC 401(k) PlanHamilton Exhibits $9,793,807130$0
The Red Van Workshop, LLC 401(k) PlanRed Van Workshop $9,448,617162$0
Richmond Baking Company Retirement Readiness 401(k) PlanRichmond Baking $9,319,691131$0
TX Team Rehab, Inc. 401(k) Profit Sharing PlanrecordkeeperTX Team Rehab $9,275,917144$0
HMR Acquisition Company, Inc. Financial Freedom 401(k) PlanHMR Acquisition $8,770,197333$12,190
Northwest Michigan Surgery Center 401(k) Plan and TrustrecordkeeperNorthwest Michigan Surgery Center $8,720,755190$9,036
Heritage Christian Schools, Inc. 401(k) PlanHeritage Christian Schools $7,104,864264$3,175
Diversity-vuteq 401(k) PlanDiversity-vuteq $6,669,7091,027$0
Better World Books 401(k) Profit Sharing PlanrecordkeeperQumpus $5,603,929130$2,775
CCS Employee Retirement PlanSouthwest Chicago Christian School Association $3,961,527164$6,584
Pearson Ford, Inc. 401(k) PlanrecordkeeperPearson Ford $2,112,600131$7,673
Community Healthnet Inc. 401(k) PlanCommunity Healthnet $1,517,888123$0

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.