Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 7 in 2023
Providers › Warren Averett, LLC
Warren Averett, LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $211,425
Assets of those plans
$2,374,750,049
0.03% 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
$211,425
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 code | Meaning | Plans |
|---|---|---|
| 10 | Accounting (including auditing) | 9 |
| 99 | Other fees | 1 |
| 70 | Consulting fees | 1 |
| 50 | Direct payment from the plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Blue Cross and Blue Shield of AL 401(k) Plan Salary Deferral Plan | Blue Cross Blue Shield of Alabama | $880,390,590 | 5,157 | $31,000 |
| Inspire Brands, Inc. 401k Retirement Plan | IRB Holding | $596,425,347 | 0 | $17,050 |
| Maynard Nexsen, PC 401(k) Plan & Trust | Maynard Nexsen | $409,753,627 | 977 | $22,000 |
| Kforce 401(k) Retirement Savings Plan | Kforce | $282,790,459 | 5,412 | $20,100 |
| Lifeworks (US) Ltd. 401(k) Savings Plan | Lifeworks (US) | $98,937,507 | 1,474 | $12,500 |
| Melitta 401(k) Plan | Melitta North America | $26,352,088 | 302 | $23,000 |
| Intelident Solutions, Inc. 401(k) Plan | Intelident Solutions | $22,876,805 | 883 | $11,200 |
| The Lewis Bear Company Profit Sharing/401(k) Plan | Lewis Bear | $18,887,720 | 302 | $17,650 |
| Trajector Holdings Savings Plan | Trajector Medical | $14,943,830 | 862 | $12,000 |
| Wolverine Tube Savings Plan | Wolverine Tube | $12,636,755 | 311 | $19,925 |
| Maynard Nexsen, PC Associates 401(k) Plan & Trust | Maynard Nexsen | $10,755,321 | 208 | $25,000 |
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.