401k Record

Providers › Templeton & Company LLP

Templeton & Company LLP

Plans listing this provider

21

0.04% of the 56,420 plans with Schedule H financials; 16 in 2023

Assets of those plans

$1,296,149,547

0.02% 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

$345,753

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
10Accounting (including auditing)21
50Direct payment from the plan2

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Women's Care 401(k) PlanPhysician Business Services $243,291,8273,121$21,500
Employer Flexible 401(k) PlanEmployer Flexible $215,367,3504,861$26,500
ACE Retail Savings Plan 401(k)ACE Hardware $188,209,0994,122$17,500
Texo Members 401(k) PlanTexo Abc-agc $117,075,3622,149$19,500
Xcel HR 401(k) PlanXMT Services $92,760,0471,740$12,000
Avma Life Trust, LLC 401(k) PlanAvma Life Trust $74,700,2822,083$34,500
Becker & Poliakoff, P.A. 401(k) Profit Sharing PlanBecker & Poliakoff $55,234,656287$12,000
ABC of Delaware 401(k) PlanAssociated Builders and Contractors Inc. Delaware Chapter $55,182,402868$18,383
Stiles Corporation 401(k) PlanStiles $54,822,741399$10,000
Teamwork Services 401(k) & Profit Sharing PlanTeamwork Services $53,861,187755$20,000
The Argent Wealth PEPPlan Professionals $52,259,2921,326$28,470
ABC of Iowa Retirement Savings PlanABC of Iowa $34,286,921653$12,500
Toyota Tsusho America, Inc. Enterprise Multiple Employer PlanToyota Tsusho America $19,204,8111,350$16,500
Charter School 401(k) Retirement PlanCharter School Associates $11,311,532540$12,500
Alabama AGC 401(k) Multiple Employer PlanAlabama Associated General Contractors $10,422,015188$21,250
Capital Healthcare 401(k) PlanCapital Healthcare $5,939,766228$7,400
Sage Senior Living, LLC 401(k) PlanSage Senior Living $5,574,237204$9,500
Associations of Texas MEPTrio Electric $5,191,640493$6,500
Tie, LLC DBA Chick-fil-a at ST. Augustine 401(k) PlanTie LLC DBA Chick-fil-a at ST. Augustine $898,226285$13,000
Cornerstone Group Holdings 401(k) PlanCornerstone Group Holdings $556,154215$3,500
Sonata Health Care, LLC 401(k) PlanSonata Health Care $00$22,750

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.