Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 6 in 2023
Providers › RMR Wealth Builders Inc
RMR Wealth Builders Inc
- Service provider, as named on Schedule C
- EIN 112812983
- Plan year 2024
- Direct compensation reported $165,135
Assets of those plans
$165,536,786
0.00% 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
$165,135
70% 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 |
|---|---|---|
| 99 | Other fees | 5 |
| 26 | Investment advisory (participants) | 3 |
| 15 | Recordkeeping and information management | 2 |
| 13 | Contract administrator | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 27 | Investment advisory (plan) | 1 |
| 49 | Other services | 1 |
| 50 | Direct payment from the plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| David Zwirner Inc 401(k) Profit Sharing Plan & Trustrecordkeeper | David Zwirner | $36,227,422 | 325 | $54,080 |
| 2h Offshore Inc 401k Profit Sharing Plan & Trust | 2h Offshore | $33,269,537 | 109 | $0 |
| Boisset Family Estates, Inc. Retirement Savings Plan | Boisset Family Estates | $23,218,793 | 384 | $0 |
| Serrala Americas, Inc. 401(k) Plan | Serrala Americas | $20,319,754 | 152 | $10,292 |
| F&E Aircraft Maintenance 401(k) Plan | F&E Aircraft Maintenance Miami | $19,495,699 | 701 | $32,599 |
| D P Preiss Company Inc 401k Profit Sharing Plan & Trust | D P Preiss | $14,997,353 | 189 | $13,443 |
| Neuroleadership Institute Inc. 401 K Profit Sharing Plan Trustrecordkeeper | Neuroleadership Institute | $7,651,902 | 150 | $30,507 |
| Planet Nine Private Air, LLC 401(k) Plan | Planet Nine Private Air | $7,005,050 | 154 | $13,455 |
| Theory Wellness Inc., 401(k) Profit Sharing Plan | Theory Wellness | $2,325,637 | 108 | $10,759 |
| Literati Inc. 401k Plan | Literati | $1,025,639 | 141 | $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.