Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › Sage Rutty & Co Inc
Sage Rutty & Co Inc
- Service provider, as named on Schedule C
- EIN 160620690
- Plan year 2024
- Direct compensation reported $246,630
Assets of those plans
$1,810,244,341
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
$246,630
58% 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 | 7 |
| 27 | Investment advisory (plan) | 5 |
| 50 | Direct payment from the plan | 3 |
| 26 | Investment advisory (participants) | 3 |
| 64 | Recordkeeping fees | 2 |
| 49 | Other services | 2 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 15 | Recordkeeping and information management | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Arnold & Porter Profit-sharing and 401(k) Plan and Trust | Arnold & Porter Kaye Scholer | $1,579,538,597 | 2,984 | $11,972 |
| Northwinds Holding, Inc. 401(k) Planrecordkeeper | Northwinds Holding Inc. Https//rgf.fisglobal.com/5500clien | $49,322,904 | 998 | $54,515 |
| Conserve Employee Retirement Plan | Continental Service Group LLC D/B/A Conserve | $41,692,627 | 496 | $0 |
| The Summit Federal Credit Union 401(k) Plan | Summit Federal Credit UN | $30,074,824 | 280 | $0 |
| Trillium Health, Inc. Defined Contribution Planrecordkeeper | Trillium Health | $23,433,683 | 362 | $66,665 |
| Hammer Packaging Corp. Retirement Savings Plan for Union Employees | Hammer Packaging Corp. a Multi-color | $16,531,684 | 354 | $0 |
| First Heritage Federal Credit Union 401(k) Retirement Savings Plan | First Heritage Federal Credit Union | $16,003,201 | 168 | $30,798 |
| ITX Corp. 401(k) Plan | ITX | $15,948,221 | 146 | $34,486 |
| Finger Lakes Community Health 401(k) Profit Sharing Plan | Finger Lakes Community Health | $11,577,864 | 268 | $0 |
| Enbi 401(k) Plan | Enbi Rochester | $10,613,950 | 140 | $19,540 |
| East House 401(k) Plan | East House | $9,340,289 | 370 | not reported |
| Ongweoweh Corp. 401(k) Plan | Ongweoweh | $6,166,497 | 171 | $28,654 |
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.