401k Record

Providers › Shumaker Loop & Kendrick, LLP

Shumaker Loop & Kendrick, LLP

Plans listing this provider

10

0.02% of the 56,420 plans with Schedule H financials; 9 in 2023

Assets of those plans

$5,196,175,122

0.07% 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

$337,768

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 codeMeaningPlans
29Legal10
50Direct payment from the plan7
10Accounting (including auditing)1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Electrical Workers Local No. 292 Defined Contribution and 401k PlanTrustees Electrical Workers Local No.292 Defined Contribution and 401k $1,187,917,6936,319$92,411
International Brotherhood of Electrical Workers Local Unions Savings & Security PlanBoard of Directors of the IBEW Locals' Saving & Retirement Group Trust $742,021,1802,667$28,490
Local No. 8 IBEW Retirement Plan & TrustBoard of Trustees Local No. 8 IBEW Retirement Plan & Trust $670,963,2112,945$37,298
HCR Manorcare Retirement Savings 401(k) PlanHeartland Employment Services $632,899,0438,070$9,170
Dakotas Areawide Ibew-neca Savings and Retirement PlanBoard of Trustees of Dakotas Areawide Ibew-neca Savings and Retirement $583,155,5374,438$45,423
Sheet Metal Local 10 Supplemental Retirement FundTrustees of Sheet Metal Local 10 Supplemental Retirement Fund $572,549,6684,801$38,700
South Central Minnesota Electrical Workers Retirement and 401(k) PlanTrustees of South Central Minnesota Elec Workers Retirement and 401(k) $336,099,9611,639$15,995
ST. Paul Electrical Construction Workers 401(k) PlanTrustees of ST. Paul Electrical Construction Workers 401(k) Plan $227,423,7081,618$42,158
UFCW Local Union 1189 and ST. Paul Food Employers Defined Contribution PlanTrustees of UFCW Local Union 1189 and ST. Paul Food Employers DEF Cont $226,398,0357,478$20,113
The Toledo Newspaper Unions Blade Savings Plan and TrustToledo Newspaper Unions Blade Savings Trust $16,747,086151$8,010

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.