Plans listing this provider
31
0.05% of the 56,420 plans with Schedule H financials; 34 in 2023
Providers › The Retirement Plan Company
The Retirement Plan Company
- Service provider, as named on Schedule C
- EIN 383712991
- Plan year 2024
- Direct compensation reported $1,111,100
Assets of those plans
$693,629,211
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
31
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,111,100
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 |
|---|---|---|
| 64 | Recordkeeping fees | 29 |
| 51 | Investment management fees paid directly by plan | 16 |
| 15 | Recordkeeping and information management | 10 |
| 50 | Direct payment from the plan | 5 |
| 60 | Sub-transfer agency fees | 5 |
| 63 | Distribution (12b-1) fees | 5 |
| 13 | Contract administrator | 4 |
| 27 | Investment advisory (plan) | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Moda Partners, Inc. Employee Retirement Planrecordkeeper | Moda Partners | $209,041,643 | 1,761 | $203,862 |
| Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Planrecordkeeper | LBMC | $85,720,410 | 757 | $109,526 |
| South Dayton Acute Care Consultants, Inc. 401(k) Profit Sharing Planrecordkeeper | South Dayton Acute Care Consultants | $61,405,378 | 148 | $2,478 |
| Gastrointestinal Specialist of Geor Gia, Inc. 401(k) Profit Sharing Planrecordkeeper | Gastrointestinal Specialist of Geor Gia | $40,408,252 | 144 | $9,635 |
| Berkeley Bowl Produce Inc 401k Profit Sharing Planrecordkeeper | Berkeley Bowl Produce | $37,358,090 | 707 | $65,066 |
| Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trustrecordkeeper | Brady Ware & Schoenfeld | $24,701,457 | 183 | $55,112 |
| Dulany Industries, Inc. 401(k) Retirement Planrecordkeeper | Dulany Industries | $19,758,953 | 172 | $28,018 |
| The Connor Group 401(k) Profit Sharing Planrecordkeeper | Connor Group a Real Estate Investment Firm | $18,628,146 | 708 | $72,087 |
| Carolina Case Management and Rehabilitation Services, Inc. 401 (k) Planrecordkeeper | Carolina Case Management and Rehabilitation Services | $17,456,826 | 115 | $10,684 |
| Brixey & Meyer, Inc. 401(k) Profit Sharing Planrecordkeeper | Brixey & Meyer | $16,884,960 | 149 | $413 |
| Hunt & Henriques,llp 401(k) Planrecordkeeper | Hunt & Henriques | $15,584,627 | 117 | $28,599 |
| The Yahnis Company 401(k) Planrecordkeeper | Yahnis | $13,769,913 | 118 | $25,358 |
| Moore Excavation, Inc. Retirement Planrecordkeeper | Moore Excavation | $12,846,012 | 147 | $90,856 |
| Byrne Electrical Specialists, Inc. Retirement Savings Planrecordkeeper | Byrne Electrical Specialists | $12,546,205 | 632 | $40,479 |
| Columbia Community Mental Health 403(b) Planrecordkeeper | Columbia Community Mental Health | $10,630,933 | 261 | $24,853 |
| Cogdall Construction Co Inc 401(k) Profit Sharing Plan and Trustrecordkeeper | Cogdall Construction | $10,447,692 | 237 | $32,696 |
| Dirtt Environmental Solutions, Inc. 401(k) Planrecordkeeper | Dirtt Environmental Solutions | $10,257,969 | 136 | $20,573 |
| Community Options, Inc. Savings and Retirement Planrecordkeeper | Community Options | $7,849,110 | 236 | $26,411 |
| Fabriweld Corporation 401(k) Profit Sharing Planrecordkeeper | Fabriweld | $7,615,711 | 163 | $18,413 |
| Community Action Opportunities 401(k) Planrecordkeeper | Community Action Opportunities | $7,554,704 | 144 | $8,790 |
| Ascent Aviation Services, LLC 401(k) Planrecordkeeper | Evergreen Air Center | $7,455,553 | 135 | $22,961 |
| Enstrom Candies, Inc. 401(k) Planrecordkeeper | Enstrom Candies | $7,026,303 | 100 | $16,186 |
| VRF Eye Specialty Group 401(k) Planrecordkeeper | VRF Eye Specialty Group | $7,007,062 | 124 | $5,121 |
| Georges Family Pharmacy, Inc. 401(k) Planrecordkeeper | Georges Family Pharmacy | $5,999,665 | 122 | $45,251 |
| Honorbuilt, LLC 401 K Profit Sharing Plan and Trustrecordkeeper | Honorbuilt | $5,911,059 | 232 | $13,150 |
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.