Plans listing this provider
21
0.04% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › 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.
| Service code | Meaning | Plans |
|---|---|---|
| 10 | Accounting (including auditing) | 21 |
| 50 | Direct payment from the plan | 2 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Women's Care 401(k) Plan | Physician Business Services | $243,291,827 | 3,121 | $21,500 |
| Employer Flexible 401(k) Plan | Employer Flexible | $215,367,350 | 4,861 | $26,500 |
| ACE Retail Savings Plan 401(k) | ACE Hardware | $188,209,099 | 4,122 | $17,500 |
| Texo Members 401(k) Plan | Texo Abc-agc | $117,075,362 | 2,149 | $19,500 |
| Xcel HR 401(k) Plan | XMT Services | $92,760,047 | 1,740 | $12,000 |
| Avma Life Trust, LLC 401(k) Plan | Avma Life Trust | $74,700,282 | 2,083 | $34,500 |
| Becker & Poliakoff, P.A. 401(k) Profit Sharing Plan | Becker & Poliakoff | $55,234,656 | 287 | $12,000 |
| ABC of Delaware 401(k) Plan | Associated Builders and Contractors Inc. Delaware Chapter | $55,182,402 | 868 | $18,383 |
| Stiles Corporation 401(k) Plan | Stiles | $54,822,741 | 399 | $10,000 |
| Teamwork Services 401(k) & Profit Sharing Plan | Teamwork Services | $53,861,187 | 755 | $20,000 |
| The Argent Wealth PEP | Plan Professionals | $52,259,292 | 1,326 | $28,470 |
| ABC of Iowa Retirement Savings Plan | ABC of Iowa | $34,286,921 | 653 | $12,500 |
| Toyota Tsusho America, Inc. Enterprise Multiple Employer Plan | Toyota Tsusho America | $19,204,811 | 1,350 | $16,500 |
| Charter School 401(k) Retirement Plan | Charter School Associates | $11,311,532 | 540 | $12,500 |
| Alabama AGC 401(k) Multiple Employer Plan | Alabama Associated General Contractors | $10,422,015 | 188 | $21,250 |
| Capital Healthcare 401(k) Plan | Capital Healthcare | $5,939,766 | 228 | $7,400 |
| Sage Senior Living, LLC 401(k) Plan | Sage Senior Living | $5,574,237 | 204 | $9,500 |
| Associations of Texas MEP | Trio Electric | $5,191,640 | 493 | $6,500 |
| Tie, LLC DBA Chick-fil-a at ST. Augustine 401(k) Plan | Tie LLC DBA Chick-fil-a at ST. Augustine | $898,226 | 285 | $13,000 |
| Cornerstone Group Holdings 401(k) Plan | Cornerstone Group Holdings | $556,154 | 215 | $3,500 |
| Sonata Health Care, LLC 401(k) Plan | Sonata Health Care | $0 | 0 | $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.