Plans listing this provider
27
0.05% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › Sharebuilder Advisor LLC
Sharebuilder Advisor LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $1,487,461
Assets of those plans
$505,018,513
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,487,461
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 |
|---|---|---|
| 27 | Investment advisory (plan) | 27 |
| 50 | Direct payment from the plan | 26 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Novogradac & Company LLP 401(k) Profit Sharing Plan | Novogradac | $136,456,257 | 1,051 | $215,947 |
| Arhaus, LLC 401(k) Plan | Arhaus | $68,348,101 | 1,439 | $29,265 |
| Personalized Beauty Discovery, Inc. 401(k) P/S Plan | Personalized Beauty Discovery | $33,669,003 | 702 | $86,853 |
| Thekey 401(k) Plan | Thekey | $32,262,861 | 1,587 | $129,500 |
| Vimo, Inc. 401(k) P/S Plan | Vimo | $30,891,925 | 427 | $107,680 |
| Jama Software, Inc 401(k) Plan | Jama Software | $30,231,045 | 312 | $98,955 |
| Pivot Bio 401(k) P/S Plan | Pivot Bio | $28,822,057 | 616 | $89,507 |
| Mobius Consulting, LLC 401(k) P/S Plan | Mobius Consulting | $14,498,938 | 188 | $37,769 |
| Southwest Foodservice Excellence 401(k) Plan | SFE Intermediate Holdco | $12,512,303 | 4,216 | $294,181 |
| Hughes Circuits 401(k) Plan | Hughes Circuits | $12,503,076 | 135 | $22,813 |
| The Protect Democracy Project 401(k) PS Plan | Protect Democracy Project | $11,913,840 | 144 | $40,672 |
| Currency Exchange International 401k PS Plan | Currency Exchange International | $9,999,246 | 175 | $30,737 |
| Talroo, Inc. 401(k) P/S Plan | Talroo | $9,874,299 | 250 | $33,868 |
| Axiom Constr & Consulting LLC 401(k) PS Plan | Axiom Construction & Consulting | $9,650,714 | 151 | $29,206 |
| Nortal, LLC 401(k) Profit Sharing Plan | Nortal | $8,792,607 | 126 | $29,174 |
| Cybersoft 401(k) P/S Plan | Cybersoft | $7,022,436 | 127 | $22,699 |
| Metrc LLC 401(k) P/S Plan | Metrc | $6,795,286 | 265 | $20,943 |
| Synology America Corp. 401(k) P/S Plan | Synology America | $6,342,351 | 244 | $21,039 |
| Milk + Honey Holdings, LLC 401(k) P/S Plan | Milk + Honey Holdings | $5,794,969 | 1,047 | $20,845 |
| Goldstein Law Group 401(k) Plan | Goldstein Law Group | $5,712,238 | 123 | $25,401 |
| Panel Built, Inc. and K-con, Inc. 401(k) P/S Plan | Panel Built | $5,269,497 | 154 | $25,300 |
| Axiom Division 7, Inc 401(k) P/S Plan | Axiom Division 7 | $4,743,730 | 117 | $17,308 |
| Blackfly Investments, LLC 401(k) P/S Plan | Blackfly Investments | $4,263,643 | 160 | $15,535 |
| GAP Services, Inc 401(k) P/S Plan | GAP Services | $2,867,418 | 143 | $11,143 |
| Circare 401(k) Profit Sharing Plan | Onondaga Case Management Services | $2,603,713 | 160 | $13,839 |
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.