Plans listing this provider
17
0.03% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Windham Brannon
Windham Brannon
- Service provider, as named on Schedule C
- EIN 581763439
- Plan year 2024
- Direct compensation reported $347,744
Assets of those plans
$3,646,161,851
0.05% 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
$347,744
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) | 15 |
| 50 | Direct payment from the plan | 6 |
| 99 | Other fees | 1 |
| 70 | Consulting fees | 1 |
| 16 | Consulting (general) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Premier Healthcare Solutions, Inc. Retirement Savings Plan | Premier Healthcare Solutions | $742,060,105 | 3,811 | $20,100 |
| Siteone Savings and Investment Plan | SiteOne Landscape Supply | $519,128,570 | 8,515 | $65,000 |
| Fisher & Phillips LLP Savings and Profit Sharing Plan | Fisher & Phillips | $396,849,511 | 1,376 | $23,500 |
| Masonite Savings Plan | Masonite | $324,417,585 | 5,211 | $17,500 |
| Kloeckner Metals 401(k) Plan | Klockner Metals | $288,653,174 | 2,710 | $20,250 |
| Serta Simmons Bedding 401(k) Retirement Plan | Serta Simmons Bedding | $275,518,934 | 3,797 | $26,500 |
| RPC 401(k) Plan | RPC | $274,187,456 | 5,000 | $16,000 |
| Cumulus Media 401(k) Plan | Citadel Broadcasting | $262,093,757 | 3,976 | $15,000 |
| Fundamental Retirement Savings Plan | Hunt Valley Holdings | $122,467,999 | 9,065 | $20,500 |
| Ashton Woods Homes Retirement Savings Plan | Ashton Woods USA | $118,364,808 | 1,768 | $16,000 |
| Examworks 401(k) Plan | Examworks | $89,938,577 | 1,626 | $7,000 |
| Independent Physicians 401(k) Profit Sharing Plan | Independent Physicians Resource | $84,391,004 | 1,150 | $14,500 |
| Mariner Savings Plan | Mariner Health Care | $75,226,695 | 4,278 | $21,750 |
| Masonite Savings Plan for Collectively Bargained Employees | Masonite | $28,861,155 | 396 | $16,000 |
| JSE 401(k) Plan | Jordan & Skala Engineers | $28,634,775 | 365 | $14,750 |
| Medcare South 401(k) Plan | Medcare South | $15,367,746 | 310 | $16,250 |
| Titlemax Employee's Incentive Savings Plan | TitleMax of Georgia | $0 | 0 | $17,144 |
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.