Plans listing this provider
36
0.06% of the 56,420 plans with Schedule H financials; 33 in 2023
Providers › VALIC Retirement Services Company
VALIC Retirement Services Company
- Service provider, as named on Schedule C
- EIN 510396365
- Plan year 2024
- Direct compensation reported $3,751,822
Assets of those plans
$3,968,027,551
0.05% of all Schedule H plan assets
Plans where it is the recordkeeper
36
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$3,751,822
97% 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 |
|---|---|---|
| 64 | Recordkeeping fees | 36 |
| 50 | Direct payment from the plan | 35 |
| 28 | Investment management | 34 |
| 52 | Investment management fees paid indirectly by plan | 34 |
| 59 | Shareholder servicing fees | 34 |
| 60 | Sub-transfer agency fees | 34 |
| 63 | Distribution (12b-1) fees | 34 |
| 19 | Custodial (securities) | 33 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Wakemed Retirement Savings Planrecordkeeper | Wakemed | $1,442,148,441 | 15,626 | $0 |
| Baptist Health System, Inc. Matched Savings Planrecordkeeper | Baptist Health System | $782,818,484 | 17,766 | $814,963 |
| Defined Contribution Retirement Plan of Moses Cone Health Systemrecordkeeper | Moses H. Cone Memorial Hospital Operating | $265,834,019 | 11,817 | $37,807 |
| Lehigh Valley Health Network, Inc. 401(k) Savings Planrecordkeeper | Lehigh Valley Health Network | $198,682,875 | 3,491 | $297,159 |
| Carepoint 401(k) Planrecordkeeper | HUMC Opco LLC (D/B/A Carepoint Health - Hoboken University Med Center) | $161,788,350 | 2,795 | $300,719 |
| Pavilion Health Services 401(k) Planrecordkeeper | Pavilion Health Services | $143,037,494 | 2,886 | $141,660 |
| Alverno Provena Hospital Laboratories, Inc. Retirement Savings Planrecordkeeper | Alverno Provena Hospital Laboratories | $139,670,516 | 4,559 | $260,173 |
| Pacific Retirement Services, Inc. 401(k) Planrecordkeeper | Pacific Retirement Services | $111,816,435 | 2,282 | $340,502 |
| Anesthesia Associates of Boise 401(k) Salary Savings Planrecordkeeper | Anesthesia Associates of Boise | $95,554,626 | 189 | $44,312 |
| Assisi Retirement Planrecordkeeper | Franciscan Alliance | $77,347,805 | 746 | $50,331 |
| Washington Township Medical Group, Inc. 401k Planrecordkeeper | Washington Township Medical Group | $57,501,168 | 138 | $55,103 |
| Renfro Retirement Savings Planrecordkeeper | Renfro Brands | $44,199,262 | 858 | $112,754 |
| Irmc 403(b) Planrecordkeeper | Indian River Memorial Hospital Inc. D/B/A Indian River Medical Center | $42,757,082 | 673 | $11,345 |
| Jefferson Center for Mental Health Savings Planrecordkeeper | Jefferson Center for Mental Health | $42,447,497 | 1,536 | $164,828 |
| HP Communications, Inc. 401(k) Planrecordkeeper | HP Communications | $40,430,746 | 776 | $251,546 |
| Springfield 401(k) Planrecordkeeper | Springfield Hospital | $38,662,003 | 756 | $56,108 |
| Upson Regional Medical Center 401(k) Retirement Planrecordkeeper | Upson County Hospital Inc. DBA Upson Regional Medical Center | $36,831,679 | 1,256 | $40,961 |
| Columbia International University 401(k) Planrecordkeeper | Columbia International University | $30,448,479 | 542 | $86,769 |
| Genova Diagnostics 401(k) Profit Sharing Planrecordkeeper | Genova Diagnostics | $21,679,505 | 364 | $60,049 |
| Amberwell Health 401(k) Planrecordkeeper | Amberwell Atchison Association | $21,657,340 | 546 | $73,313 |
| Clearwater Federal Credit Union 401(k) Planrecordkeeper | Clearwater Federal Credit Union | $20,909,365 | 248 | $95,669 |
| Lower Cape Fear Hospice, Inc. 403(b) Planrecordkeeper | Lower Cape Fear Lifecare | $20,681,560 | 420 | $62,721 |
| Monterey Peninsula Surgery Center, LLC 401(k) Planrecordkeeper | Monterey Peninsula Surgery Center | $17,361,751 | 232 | $100,374 |
| Titusville Area Hospital Union Retirement Planrecordkeeper | Titusville Area Hospital | $16,035,688 | 283 | $18,799 |
| Buchheit, Inc. Employees' 401(k) Retirement Planrecordkeeper | Buchheit Enterprises | $15,262,519 | 618 | $50,883 |
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.