Service Provider
FID INV INST OPS CO
23 companies • 24 plans • 48 filings • Latest year 2024
Service providerAccountingAppraisalConsultingContract administrationCustodialEducation servicesInvestment managementManaged account servicesOther servicesService code 37Service code 38Service code 51Service code 54Service code 59Service code 60Service code 61Service code 62Service code 63Service code 64Service code 65Service code 71Service code 99Third-party administration
Total Direct Compensation
$2,434,626
0.03% of tracked asset basis
Tracked Asset Basis
$7,374,266,402
Companies
23
Companies
| Company | EIN | Filings | Plans | Latest Year | Direct Compensation | Fee % | Asset Basis |
|---|---|---|---|---|---|---|---|
| NEW CHARTER COMMUNICATIONS, INC. | 84-1496755 | 1 | 1 | 2023 | $3,430,509 | 0.13% | $2,569,357,285 |
| Accuray Incorporated | 20-8370041 | 6 | 1 | 2012 | - | - | $226,003,292 |
| Arup USA Inc. | 06-1539147 | 1 | 1 | 2012 | - | - | $118,528,425 |
| Crc Health Corporation Inc | 73-1650429 | 1 | 1 | 2012 | - | - | $28,791,656 |
| Creative Holdings | 94-3074825 | 3 | 1 | 2012 | - | - | $59,074,171 |
| OMNICELL TECHNOLOGIES, INC. | 94-3166458 | 1 | 1 | 2012 | - | - | $33,059,638 |
| Rainmaker Systems Inc. | 33-0442860 | 1 | 1 | 2012 | - | - | $5,620,104 |
| Atmel Corporation | 77-0051991 | 4 | 1 | 2011 | - | - | $336,485,087 |
| Celera Corporation | 26-2028576 | 2 | 1 | 2011 | - | - | $84,512,452 |
| Dionex Corporation | 94-2647429 | 1 | 1 | 2011 | - | - | $73,532,274 |
| Forensic Analytical Specialties, In | 94-3018588 | 1 | 1 | 2011 | - | - | $8,827,185 |
| Infosys Technologies Ltd. | 58-1760235 | 2 | 1 | 2011 | - | - | $53,524,234 |
| Netsuite Inc. | 94-3310471 | 1 | 1 | 2011 | - | - | $27,308,407 |
| Ove Arup & Partners California Ltd | 94-3044530 | 1 | 1 | 2011 | - | - | $103,207,550 |
| Pericom Semi Conductor Corporation | 77-0254621 | 4 | 1 | 2011 | - | - | $46,257,902 |
| Proxim Wireless Corporation | 04-2751645 | 4 | 1 | 2011 | - | - | $22,491,277 |
| Silicon Graphics International Corp. | 32-0047154 | 2 | 1 | 2011 | - | - | $502,087,197 |
| Aptina LLC | 26-2413071 | 1 | 1 | 2010 | - | - | $25,473,257 |
| Kla-Tencor Corporation | 04-2564110 | 3 | 1 | 2010 | - | - | $1,395,022,837 |
| DZS SERVICES INC. CONSOLIDATED WELFARE BENEFIT PLAN | 94-3333763 | 3 | 1 | 2010 | - | - | $151,460,121 |
| ELECTRONICS FOR IMAGING, INC. | 94-3086355 | 2 | 1 | 2009 | - | - | $172,939,895 |
| Rovi Solutions Corporation | 26-1739297 | 1 | 1 | 2009 | - | - | $87,406,485 |
| Childrens Medical Center of Dallas | 75-0800628 | 2 | 2 | 2024 | -$995,883 | -0.08% | $1,243,295,675 |
Filings
| Year | Company | Plan | Roles | Services | Direct Compensation | Fee % | Asset Basis | Filing |
|---|---|---|---|---|---|---|---|---|
| 2024 | Childrens Medical Center of Dallas | Children'S Medical Center of Dallas Employee Savings Plan 401(A)Component | Service provider | Accounting • Service code 37 • Service code 38 • Service code 60 • Service code 64 • Service code 65 | -$395,815 | -0.09% | $459,999,789 | View filing |
| 2024 | Childrens Medical Center of Dallas | Children'S Medical Center of Dallas Employee Savings Plan 403(B) Component | Service provider | Consulting • Custodial • Other services • Service code 37 • Service code 60 • Service code 64 • Service code 65 | -$600,068 | -0.08% | $783,295,886 | View filing |
| 2023 | NEW CHARTER COMMUNICATIONS, INC. | Time Warner Cable Pension Plan | Service provider | Contract administration • Education services • Other services • Service code 51 | $3,430,509 | 0.13% | $2,569,357,285 | View filing |
| 2012 | Arup USA Inc. | Arup USA Retirement Savings Plan | Service provider | Service code 37 • Service code 60 • Service code 64 • Service code 65 • Service code 71 | - | - | $118,528,425 | View filing |
| 2012 | OMNICELL TECHNOLOGIES, INC. | Omnicell Technologies Inc. Employees 401K Savings Plan and Trust | Service provider | Consulting • Custodial • Service code 60 • Third-party administration | - | - | $33,059,638 | View filing |
| 2012 | Creative Holdings | Creative Holdings Profit Sharing and 401K Plan | Service provider | Accounting • Service code 60 | - | - | $17,808,100 | View filing |
| 2012 | Accuray Incorporated | Accuray Incorporated 401(K) Plan | Service provider | Contract administration • Custodial • Service code 60 | - | - | $59,446,762 | View filing |
| 2012 | Accuray Incorporated | Accuray Incorporated 401(K) Plan | Service provider | Contract administration • Custodial • Service code 60 | - | - | $59,446,762 | View filing |
| 2012 | Crc Health Corporation Inc | Crc Health Corporation 401(K) Plan | Service provider | Appraisal • Contract administration • Education services • Other services • Service code 37 • Service code 38 • Service code 54 • Service code 59 • Service code 61 • Service code 62 • Service code 63 • Service code 64 • Service code 65 | - | - | $28,791,656 | View filing |
| 2012 | Rainmaker Systems Inc. | Rainmaker Systems 401K Plan | Service provider | Accounting • Service code 60 | - | - | $5,620,104 | View filing |
| 2011 | Celera Corporation | Celera 401(K) Plan | Service provider | Accounting • Investment management • Service code 60 | - | - | $41,914,509 | View filing |
| 2011 | Ove Arup & Partners California Ltd | ARUP USA RETIREMENT SAVINGS PLAN | Service provider | Service code 37 • Service code 60 • Service code 64 • Service code 65 • Service code 71 | - | - | $103,207,550 | View filing |
| 2011 | Pericom Semi Conductor Corporation | Pericom Semiconductor Corporation 401(K) Savings & Retirement Plan | Service provider | Accounting • Service code 60 | - | - | $12,335,972 | View filing |
| 2011 | Proxim Wireless Corporation | Proxim Wireless Corporation Employees 401(K) Plan | Service provider | Contract administration • Service code 60 | - | - | $5,725,029 | View filing |
| 2011 | Dionex Corporation | Dionex 401K Plan | Service provider | Investment management • Service code 60 | - | - | $73,532,274 | View filing |
| 2011 | Silicon Graphics International Corp. | Silicon Graphics International Corp. 401(K) Plan | Service provider | Contract administration • Investment management • Service code 60 | - | - | $339,425,505 | View filing |
| 2011 | Infosys Technologies Ltd. | Infosys Technologies Ltd. 401K Profit Sharing Plan | Service provider | Investment management • Service code 61 | - | - | $29,743,503 | View filing |
| 2011 | Atmel Corporation | Atmel Corporation Tax Deferred Savings Plan | Service provider | Service code 37 • Service code 60 • Service code 64 • Service code 65 | - | - | $103,363,730 | View filing |
| 2011 | Creative Holdings | Creative Holdings Profit Sharing and 401K Plan | Service provider | Accounting • Service code 60 | - | - | $19,529,449 | View filing |
| 2011 | Netsuite Inc. | Netsuite Inc. 401(K) Profit Sharing Plan | Service provider | Accounting • Custodial • Service code 60 | - | - | $27,308,407 | View filing |
| 2011 | Forensic Analytical Specialties, In | Forensic Analytical Specialties 401K Plan | Service provider | Accounting • Service code 60 | - | - | $8,827,185 | View filing |
| 2011 | Accuray Incorporated | Accuray Incorporated 401(K) Plan | Service provider | Accounting • Service code 60 | - | - | $39,449,800 | View filing |
| 2011 | Celera Corporation | Celera 401(K) Plan | Service provider | Accounting • Contract administration • Service code 60 | - | - | $42,597,943 | View filing |
| 2010 | DZS SERVICES INC. CONSOLIDATED WELFARE BENEFIT PLAN | Zhone Technologies Inc. 401(K) Plan | Service provider | Accounting • Service code 60 | - | - | $51,906,946 | View filing |
| 2010 | DZS SERVICES INC. CONSOLIDATED WELFARE BENEFIT PLAN | Zhone Technologies Inc. 401(K) Plan | Service provider | Accounting • Service code 60 | - | - | $51,906,946 | View filing |
| 2010 | Creative Holdings | Creative Holdings Profit Sharing and 401K Plan | Service provider | Accounting • Service code 60 | - | - | $21,736,622 | View filing |
| 2010 | Infosys Technologies Ltd. | Infosys Technologies Ltd. 401K Profit Sharing Plan | Service provider | Investment management • Service code 61 | - | - | $23,780,731 | View filing |
| 2010 | Accuray Incorporated | Accuray Incorporated 401(K) Plan | Service provider | Accounting • Custodial • Service code 60 | - | - | $22,553,323 | View filing |
| 2010 | Accuray Incorporated | Accuray Incorporated 401(K) Plan | Service provider | Accounting • Custodial • Service code 60 | - | - | $22,553,323 | View filing |
| 2010 | Accuray Incorporated | Accuray Incorporated 401(K) Plan | Service provider | Accounting • Custodial • Service code 60 | - | - | $22,553,323 | View filing |
| 2010 | Pericom Semi Conductor Corporation | Pericom Semiconductor Corporation 401(K) Savings & Retirement Plan | Service provider | Accounting • Service code 60 | - | - | $11,307,310 | View filing |
| 2010 | Pericom Semi Conductor Corporation | Pericom Semiconductor Corporation 401(K) Savings & Retirement Plan | Service provider | Accounting • Service code 60 | - | - | $11,307,310 | View filing |
| 2010 | Pericom Semi Conductor Corporation | Pericom Semiconductor Corporation 401(K) Savings & Retirement Plan | Service provider | Accounting • Service code 60 | - | - | $11,307,310 | View filing |
| 2010 | Proxim Wireless Corporation | Proxim Wireless Corporation Employees 401(K) Plan | Service provider | Accounting • Service code 60 | - | - | $5,840,639 | View filing |
| 2010 | Aptina LLC | APTINA 401(K) PLAN | Service provider | Accounting • Service code 60 | - | - | $25,473,257 | View filing |
| 2010 | Kla-Tencor Corporation | Kla-Tencor 401K Plan | Service provider | Service code 60 • Service code 64 • Service code 65 • Service code 71 | - | - | $518,936,236 | View filing |
| 2009 | DZS SERVICES INC. CONSOLIDATED WELFARE BENEFIT PLAN | Zhone Technologies Inc. 401(K) Plan | Service provider | Accounting • Custodial • Managed account services • Service code 60 • Service code 99 | - | - | $47,646,229 | View filing |
| 2009 | Proxim Wireless Corporation | Proxim Wireless Corporation Employees 401(K) Plan | Service provider | Accounting • Service code 60 | - | - | $5,462,805 | View filing |
| 2009 | Proxim Wireless Corporation | Proxim Wireless Corporation Employees 401(K) Plan | Service provider | Accounting • Service code 60 | - | - | $5,462,805 | View filing |
| 2009 | Silicon Graphics International Corp. | Silicon Graphics International Corp. 401(K) Plan | Service provider | Accounting • Service code 60 | - | - | $162,661,692 | View filing |
| 2009 | ELECTRONICS FOR IMAGING, INC. | Efi 401K Savings Plan | Service provider | Service code 37 • Service code 60 • Service code 64 • Service code 65 • Service code 71 | - | - | $86,469,948 | View filing |
| 2009 | ELECTRONICS FOR IMAGING, INC. | Efi 401K Savings Plan | Service provider | Service code 37 • Service code 60 • Service code 64 • Service code 65 • Service code 71 | - | - | $86,469,948 | View filing |
| 2009 | Atmel Corporation | Atmel Corporation Tax Deferred Savings Plan | Service provider | Service code 37 • Service code 60 • Service code 64 • Service code 65 | - | - | $77,707,119 | View filing |
| 2009 | Atmel Corporation | Atmel Corporation Tax Deferred Savings Plan | Service provider | Service code 37 • Service code 60 • Service code 64 • Service code 65 | - | - | $77,707,119 | View filing |
| 2009 | Atmel Corporation | Atmel Corporation Tax Deferred Savings Plan | Service provider | Service code 37 • Service code 60 • Service code 64 • Service code 65 | - | - | $77,707,119 | View filing |
| 2009 | Rovi Solutions Corporation | Rovi Corporation 401(K) Retirement Plan | Service provider | Service code 37 • Service code 60 • Service code 64 • Service code 65 • Service code 71 | - | - | $87,406,485 | View filing |
| 2009 | Kla-Tencor Corporation | Kla-Tencor 401K Plan | Service provider | Accounting • Service code 60 | - | - | $438,043,301 | View filing |
| 2009 | Kla-Tencor Corporation | Kla-Tencor 401K Plan | Service provider | Accounting • Service code 60 | - | - | $438,043,301 | View filing |