Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › Stalker & Associates, Inc.
Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 15 in 2023
Assets of those plans
$304,789,684
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
8
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$117,264
93% 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.
| Service code | Meaning | Plans |
|---|---|---|
| 37 | Participant loan processing | 9 |
| 15 | Recordkeeping and information management | 8 |
| 64 | Recordkeeping fees | 8 |
| 13 | Contract administrator | 7 |
| 50 | Direct payment from the plan | 3 |
| 49 | Other services | 2 |
| 99 | Other fees | 2 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Healthedge Software 401k Plan | Healthedge Software | $121,128,476 | 1,264 | $18,051 |
| Pencor Services, Inc. 401(k) Salary Reduction Planrecordkeeper | Pencor Services | $29,035,579 | 594 | $12,847 |
| Theradex Systems, Inc. Retirement Savings Plan | Theradex Systems | $24,899,984 | 141 | $8,403 |
| Clear PEO, LLC 401(k) Savings Planrecordkeeper | Clear PEO | $20,396,846 | 402 | $24,546 |
| American Reading Company 401k Retirement Planrecordkeeper | American Reading | $16,484,995 | 316 | $5,666 |
| Philadelphia Management Co. 401(k) Plan | Roosevelt | $15,768,741 | 173 | $3,000 |
| United Steelworkers of America (uswa) Savings Program - Pencor Services, Inc. 401(k) Planrecordkeeper | Blue Ridge Cable Technologies Inc. DBA Blue Ridge Communications | $14,024,635 | 135 | $4,175 |
| Trevdan, Inc 401(k) Plan | Trevdan | $13,364,758 | 111 | $3,148 |
| Scott Cars, Inc. 401(k) Profit Sharing Planrecordkeeper | Scott Cars | $12,664,632 | 131 | $8,496 |
| Ibss 401(k) Plan | International Business Sales & Services | $11,036,200 | 282 | $9,114 |
| Ethos Beauty Partners 401(k) Profit Sharing Plan | Ethos Beauty Partners | $8,154,507 | 101 | $9,726 |
| Penteledata Ltd. Partnership 401(k) Salary Reduction Planrecordkeeper | Penteledata Limited Partnership I | $7,137,350 | 215 | $4,892 |
| Balda C Brewer 401(k) Planrecordkeeper | Balda C Brewer | $5,630,119 | 160 | $0 |
| Pennsylvania Ambulance 401(k) Plan | Pennsylvania Ambulance | $2,639,520 | 191 | $4,600 |
| RG King Companies Retirement Planrecordkeeper | Rylind Construction | $2,423,342 | 204 | $600 |
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.