Plans listing this provider
27
0.05% of the 56,420 plans with Schedule H financials; 25 in 2023
Providers › Whitley Penn LLP
Whitley Penn LLP
- Service provider, as named on Schedule C
- EIN 752393478
- Plan year 2024
- Direct compensation reported $733,545
Assets of those plans
$5,884,632,467
0.08% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$733,545
93% 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) | 24 |
| 50 | Direct payment from the plan | 10 |
| 99 | Other fees | 3 |
| 15 | Recordkeeping and information management | 1 |
| 17 | Consulting (pension) | 1 |
| 49 | Other services | 1 |
| 64 | Recordkeeping fees | 1 |
| 70 | Consulting fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Celanese Americas Retirement Savings Plan | Celanese Americas | $993,433,394 | 4,164 | $42,697 |
| Mary Kay Inc. Profit Sharing and 401(k) Plan | Mary Kay | $792,676,804 | 2,111 | $40,020 |
| Onemain 401(k) Plan | Onemain General Services | $650,643,476 | 8,560 | $35,020 |
| Elbit Systems of America Consolidated 401(k) Savings Plan | Elbit Systems of America | $465,569,122 | 2,843 | $0 |
| Galderma Services, Inc. Employees' 401(k) and Employer Contribution Plan | Galderma Services | $423,796,523 | 1,789 | $64,744 |
| The Nebraska Furniture Mart, Inc. Profit Sharing Plan | Nebraska Furniture Mart | $400,161,216 | 5,893 | $50,500 |
| U.S. Renal Care, Inc. Profit Sharing Plan | U.S. Renal Care | $340,169,244 | 7,651 | $38,640 |
| The Lincoln Property Company 401(k) Retirement and Savings Plan | LPC Services | $288,538,806 | 2,627 | $20,600 |
| Winstead 401(k) Savings and Profit Sharing Plan | Winstead | $286,280,325 | 636 | $23,690 |
| Warren Equipment Company 401(k) Retirement and Savings Plan | Warren Equipment | $238,655,748 | 3,005 | $3,605 |
| Fleetpride Inc. Retirement & Savings Plan | Fleetpride | $187,013,584 | 5,632 | $33,618 |
| Willow Bridge 401(k) Plan | Willow Bridge E.C.W. | $152,368,573 | 2,731 | $24,910 |
| Virbac Corporation Retirement Savings Plan | Virbac | $99,962,171 | 598 | $24,375 |
| Brock Enterprises, LLC 401(k) Plan | Brock Enterprises | $88,868,613 | 1,938 | $67,034 |
| Eating Recovery Center 401(k) Plan | Eating Recovery Center | $85,780,352 | 2,895 | $21,630 |
| Guaranty Bancshares, Inc. ESOP W/401(K) Provisions | Guaranty Bancshares | $60,937,820 | 668 | $36,565 |
| Standard Sales Company, L.P. 401(k) Plan | Standard Sales | $55,011,482 | 877 | $18,550 |
| Reddy Ice LLC 401(k) Plan | Reddy Ice | $46,571,941 | 2,181 | $0 |
| Vertexone 401(k) Plan | Vertex US Holdings Inc. DBA Vertexone | $37,503,234 | 395 | $12,360 |
| Winstead Non-share Atty 401k Savings & Profit Sharing Plan | Winstead | $35,190,659 | 316 | $18,798 |
| The Bank & Trust 401k and Profit Sharing Plan | Westex Bancorp | $30,987,369 | 172 | $13,390 |
| Maguire Companies Profit Sharing and 401(k) Plan | Maguire Oil | $28,742,265 | 230 | $15,450 |
| DFB Pharmaceuticals, LLC Employee Retirement Plan | DFB Pharmaceuticals | $27,945,665 | 120 | $16,480 |
| Ashford Hospitality Advisors 401(k) Savings Plan | Ashford | $27,163,918 | 249 | $40,170 |
| Cantey Hanger 401(k) Planrecordkeeper | Cantey Hanger | $26,997,129 | 124 | $21,630 |
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.