Form 5500 records for retirement advisors
We hold the Form 5500 that every U.S. retirement plan files, including the trust figures on its Schedule H and the firms it names on its Schedule C.
This plan reported $211,549,301 in its trust at the end of the plan year. It names STANCORP FINANCIAL GROUP on Schedule C as the company that keeps its records.
One real 401(k) filing: COMPASS HEALTH, INC. of CLINTON, Missouri
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 43-1032835 · plan 001 · plan year 2024, filed Oct 9, 2025 · See the filing at the Department of Labor
How much is in the trust, and how many people have an account balance?
Schedule H reports $211,549,301 in the trust at the end of the plan year, with $12,712,708 paid out in benefits over the year.
It reported 5,531 participants at the start of the plan year and 5,812 with an account balance at the end of it. The two lines are counted on different dates, so on a plan that is taking people on the second is the larger.
Assets at year end and participants with account balances are both fields on Schedule H, so they read the same way on every plan that files one.
Who keeps the records on this plan?
STANCORP FINANCIAL GROUP is named on this plan's Schedule C as recordkeeper, and it is the only company the plan names there.
The service-provider filter matches on the company named on Schedule C, so one search returns every plan a recordkeeper is named on.
Who signed the audit, and what did the accountant report?
FORVIS MAZARS, LLP is the independent accountant named on Schedule H, and the filing reports the opinion type as unmodified.
The filing reports no employee contributions that missed their deadline (line 4a).
The accounting firm and the opinion it gave are stored on every plan that files a Schedule H, so the same two fields read the same way on every plan you open.
The plans with the most participant accounts that name both a recordkeeper and an accountant
| Plan sponsor | Recordkeeper | Accountant | Accounts at year end |
|---|---|---|---|
| BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN · ATLANTA, GA | PRIAC | WEAVER AND TIDWELL, LLP | 190,143 |
| INSPERITY HOLDINGS, INC. · KINGWOOD, TX | INSPERITY RETIREMENT SERVICES | CROWE LLP | 162,096 |
| THE TJX COMPANIES, INC. · FRAMINGHAM, MA | VANGUARD GROUP INC | PRICEWATERHOUSECOOPERS LLP | 125,614 |
| JUSTWORKS EMPLOYMENT GROUP, LLC · NEW YORK, NY | SLAVIC INTEGRATED ADMINISTRATION | UHY, LLP | 96,206 |
| THE MOUNT SINAI MEDICAL CENTER · NEW YORK, NY | TIAA | WISS & COMPANY, LLP | 62,323 |
- BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN · ATLANTA, GA
- Recordkeeper
- PRIAC
- Accountant
- WEAVER AND TIDWELL, LLP
- Accounts at year end
- 190,143
- INSPERITY HOLDINGS, INC. · KINGWOOD, TX
- Recordkeeper
- INSPERITY RETIREMENT SERVICES
- Accountant
- CROWE LLP
- Accounts at year end
- 162,096
- THE TJX COMPANIES, INC. · FRAMINGHAM, MA
- Recordkeeper
- VANGUARD GROUP INC
- Accountant
- PRICEWATERHOUSECOOPERS LLP
- Accounts at year end
- 125,614
- JUSTWORKS EMPLOYMENT GROUP, LLC · NEW YORK, NY
- Recordkeeper
- SLAVIC INTEGRATED ADMINISTRATION
- Accountant
- UHY, LLP
- Accounts at year end
- 96,206
- THE MOUNT SINAI MEDICAL CENTER · NEW YORK, NY
- Recordkeeper
- TIAA
- Accountant
- WISS & COMPANY, LLP
- Accounts at year end
- 62,323
The recordkeeper is read from the plan's own Schedule C, and where a plan names more than one it is the one the plan reported paying the most. The accountant is the independent accountant named on its Schedule H. Showing 5 of 5,905 plans with participant accounts that name both, ordered by the participants who had an account balance at the end of the plan year, one plan per company. Sourced from U.S. DOL EFAST2 Form 5500.
We stop at the employer. We do not sell anyone's contact details.
Filtering by the company named on Schedule C, by plan size and by state, with saved searches and export, is $99 a month nationwide or $39 for one state.