Plans listing this provider
49
0.09% of the 56,420 plans with Schedule H financials; 48 in 2023
Providers › Valmark Advisers Inc
Valmark Advisers Inc
- Service provider, as named on Schedule C
- EIN 311509466
- Plan year 2024
- Direct compensation reported $1,186,213
Assets of those plans
$3,790,446,326
0.05% of all Schedule H plan assets
Plans where it is the recordkeeper
7
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,186,213
84% 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 |
|---|---|---|
| 27 | Investment advisory (plan) | 25 |
| 50 | Direct payment from the plan | 14 |
| 99 | Other fees | 13 |
| 26 | Investment advisory (participants) | 12 |
| 15 | Recordkeeping and information management | 7 |
| 21 | Trustee (bank, trust company or similar) | 7 |
| 49 | Other services | 7 |
| 64 | Recordkeeping fees | 7 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Tyler Technologies, Inc. 401(k) Profit Sharing Plan & Trust | Tyler Technologies | $1,213,378,610 | 8,537 | $50,000 |
| Barnes & Thornburg LLP Profit Sharing Plan | Barnes & Thornburg | $753,523,297 | 1,754 | $8,959 |
| Radiology Partners, Inc. 401(k) Profit Sharing Plan | Radiology Partners | $412,449,108 | 6,800 | $5,683 |
| Spectrum Healthcare Partners, P.A. 401(k) Profit Sharing Plan | Spectrum Healthcare Partners | $359,690,660 | 844 | $18,382 |
| Braun Intertec 401(k) Retirement Plan | Braun Intertec | $139,770,388 | 1,364 | $44,891 |
| Health Carousel LLC 401(k) Profit Sharing Planrecordkeeper | Health Carousel | $80,023,577 | 2,937 | $34,006 |
| Hussey Corporation 401(k) Profit Sharing Plan | Hussey | $59,094,731 | 403 | $30,193 |
| Solifi Tax Deferred Savings Plan | IDS Group | $48,661,921 | 228 | $26,000 |
| Avenir Global US Retirement Plan | Padilla Speer Beardsley | $39,557,790 | 370 | $33,283 |
| Scott's Recreation Employee Stock Ownership Plan | Chambers Leasing | $39,422,478 | 191 | $12,624 |
| Chase Industries Inc. 401(k) Plan | Chase Industries | $39,075,234 | 1,230 | $37,243 |
| Geiger Group 401(k) Plan | G4 Holdings Inc. DBA Geiger Group | $38,420,092 | 428 | $0 |
| The Great Lakes Construction Co. and Related Companies 401(k) Retirement Plan | Great Lakes Construction | $36,974,759 | 181 | $51,624 |
| Kennebunk Savings Bank 401(k) Plan | Kennebunk Savings Bank | $35,857,937 | 377 | $28,590 |
| SMRT, Inc. 401(k) Profit Sharing Plan | SMRT | $31,598,353 | 188 | $32,000 |
| United Farmers Cooperative 401(k) Plan | United Farmers Cooperative | $31,460,455 | 264 | $45,162 |
| NPK Retirement & Savings Plan | NPK Construction Equipment | $31,030,364 | 279 | $40,000 |
| Biotissue Holdings, Inc. 401(k) Profit Sharing Plan & Trust | Tissuetech | $25,623,664 | 320 | $39,286 |
| Vandevere 401k Profit Sharing Plan and Trust | Vandevere | $24,883,499 | 391 | $27,500 |
| Evans Management Group 401(k) Retirement Plan | Evans Management Group | $20,911,109 | 307 | $48,147 |
| Charlie's Motor Mall, Inc. 401(k) Retirement Savings Plan | Charlie's Motor Mall | $20,797,415 | 239 | $0 |
| WOU Employee Stock Ownership 401(k) Plan | WOU Holdings | $18,490,853 | 303 | $31,756 |
| Coda Resources Ltd. 401(k) Plan | Coda Resources | $18,364,715 | 175 | $39,239 |
| Advanced Process Technologies, Inc. 401(k) Profit Sharing Plan | Advanced Process Technologies | $18,225,910 | 152 | $44,088 |
| Community Support Services, Inc. 401(k) Retirement Plan | Community Support Services | $16,876,554 | 337 | $6,875 |
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.