Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › Sanctuary Advisors, LLC
Sanctuary Advisors, LLC
- Service provider, as named on Schedule C
- EIN 473162022
- Plan year 2024
- Direct compensation reported $399,248
Assets of those plans
$27,414,922,616
0.35% of all Schedule H plan assets
Plans where it is the recordkeeper
4
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$399,248
83% 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 |
|---|---|---|
| 50 | Direct payment from the plan | 11 |
| 26 | Investment advisory (participants) | 8 |
| 99 | Other fees | 7 |
| 27 | Investment advisory (plan) | 6 |
| 15 | Recordkeeping and information management | 4 |
| 21 | Trustee (bank, trust company or similar) | 4 |
| 49 | Other services | 4 |
| 64 | Recordkeeping fees | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $12,919 |
| Humana Retirement Savings Plan | Humana | $7,706,147,015 | 60,365 | $10,848 |
| Brown & Brown, Inc Employee Savings Plan | Brown & Brown | $1,754,611,565 | 12,841 | $7,793 |
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $11,508 |
| Brookshire Brothers Ksop | Brookshire Brothers | $134,431,422 | 5,042 | $64,910 |
| Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan | Wyrick Robbins Yates & Ponton | $101,650,412 | 220 | $7,480 |
| Vantage Bank Texas 401(k) Plan | Vantage Bank Texas | $44,915,643 | 534 | $49,994 |
| Hosokawa Micron Investment Retirement Plan | Hosokawa Micron International | $43,882,025 | 158 | $62,777 |
| Desco Corporation Thrift Plan & Trustrecordkeeper | Desco | $38,108,487 | 793 | $27,810 |
| The Communications Group 401(k) Plan | Speech Pathology Group | $37,652,169 | 816 | $69,074 |
| Ideal People Services 401(k) Planrecordkeeper | Ideal People Services | $15,147,245 | 1,379 | $49,823 |
| Polyquest, Inc. 401(k) Profit Sharing Plan | Polyquest | $14,308,925 | 250 | $0 |
| Parrish & Company 401(k) Plan | Parrish | $11,525,808 | 156 | $6,304 |
| Incobrasa Industries, Ltd. 401(k) Plan | Incobrasa Industries | $9,594,329 | 218 | $0 |
| Carrier Access 401(k) Plan | Carrier Access | $6,414,794 | 63 | $0 |
| Stephen Izzi Trucking Rigging Inc 401k Profit Sharing Planrecordkeeper | Stephen Izzi Trucking Rigging in | $4,894,941 | 154 | $16,686 |
| Dignari, LLC 401(k) Plan | Dignari | $3,082,165 | 124 | $76 |
| Bellofram Corporation Hourly 401(k) Planrecordkeeper | Bellofram | $1,713,507 | 241 | $1,246 |
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.