Raymond James Financial ServicesRetirement plans that name this organisation on Schedule C
2024Schedule C of plan year 2024
- Service that plans report most
- Investment advisory and management
- Plans that name it
- 25
- Participant records in those plans
- 12,846
- States
- 16
25 retirement plans with 100 or more participants name this organisation on Schedule C for plan year 2024.
The service that the plans report most often is investment advisory and management.
The plans reported $872K of compensation to the organisation, direct and indirect.
By plans that name it, it was number 318 of 325 providers whose plans report investment advisory and management most often.
The number of plans that name it fell by 42.2% from plan year 2023 to 2024.
Added together, the plans that name the 688 providers with plans in both years rose by 2.4%.
Plans with 250 to 499 participants were 40.0% of the plans that name it. They were 24.1% of the plans that name any provider with a page.
While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.
The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.
EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .
In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Schedule C lists a provider only when a plan paid it $5,000 or more. Source of the figures: the Form 5500 datasets, filings received through .
Client plans
| Plan | Sponsor | State | Participants | Net assets | Compensation reported |
|---|---|---|---|---|---|
| Barry Callebaut U.S.A. 401(k) Retirement Plan | Barry Callebaut USA | IL | 1,760 | $134M | $40K |
| Bell Flavors and Fragrances, Inc. Retirement Savings and Profit Sharing Plan | Bell Flavors & Fragrances, Inc. | IL | 518 | $38.7M | $86K |
| BSC Acquisition Sub, LLC 401(k) Savings Plan | BSC Acquisition Sub, LLC | VA | 322 | $28.8M | $134K |
| Building Industry Association 401(k) Plan | Building Industry Association of Clark County | WA | 617 | $11.9M | $30K |
| Dicello Levitt LLP 401(k) | Dicello Levitt LLP | OH | 208 | $7.3M | $16K |
| Doterra 401(k) Plan | Doterra International LLC | UT | 1,965 | $83.2M | $65K |
| Emerald Transformer 401(k) Plan | VPG Transformers Group LLC | TX | 394 | $7.3M | $27K |
| First Care Health Center 401(k) Profit Sharing Plan | PR Health Corporation | ND | 207 | $7.3M | $36K |
| Grand Prairie Foods 401(k) Plan | Grand Prairie Foods | SD | 247 | $3.6M | $10K |
| Greenleaf Corporation Savings & Retirement PL | Greenleaf Corporation | PA | 399 | $56.6M | $57K |
| Harbor's Edge Retirement Plan | Fort Norfolk Retirement Community, Inc. | VA | 360 | $3.1M | $15K |
| H.Y.B., Inc. DBA Harper's Retirement Program | H.Y.B., Inc. DBA Harper's | TN | 499 | $10.8M | $28K |
| Kama'Aina Care 401(k) Retirement Plan | Kama'Aina Care, Inc. | HI | 534 | $7.5M | $19K |
| Kia of Lagrange 401(k) Plan | Plant City Automotive, Inc. DBA Kia of Lagrange | GA | 232 | $1.1M | $828 |
| Lakeshore Community Services, Inc. Tsa Retirement Savings Plan | Lakeshore Community Services, Inc. | PA | 339 | $13.1M | $28K |
| Lewis County Primary Care 403(b) Plan | Lewis County Primary Care Center, Inc. | KY | 493 | $18.7M | $63K |
| Mars Electric Company 401(k) Savings Plan | Mars Electric Company | OH | 235 | $20.2M | $22K |
| Neighborly Care Network Retirement Plan | Neighborly Care Network, Inc. | FL | 128 | $2.6M | $8,872 |
| Pioneer Medical Group 401(k) Plan | Pioneer Medical Group, PL | FL | 273 | $17.5M | $67K |
| Providence Health Care Retirement Savings Plan | Providence Health Care, Inc. | IN | 141 | $1.3M | $6,460 |
| Synergy Enterprises, Inc. Employee Stock Ownership Plan | Synergy Enterprises, Inc. | MD | 120 | $3.6M | $5,412 |
| United FP Management, LLC 401(k) Plan | United FP Management, LLC | TX | 1,155 | $6.8M | $29K |
| University Otolaryngologists, Inc. 401(k) Plan | University Otolaryngologists, Inc. | OH | 330 | $65.4M | $31K |
| Valvtechnologies Ee's 401(k) PS Plan | Valvtechnologies, Inc. | TX | 393 | $17.5M | $41K |
| Vision Hospitality Group 401(k) Plan | Vision Hospitality Group, Inc. | TN | 977 | $3.3M | $6,015 |
Compensation that the plans report
| Line | First quartile | Median | Third quartile |
|---|---|---|---|
| Compensation for each participant | $40.99 | $68.64 | $103 |
| Compensation as a share of the net assets of the plan | 0.15% | 0.25% | 0.37% |
The amounts are what each plan reported for this organisation. They are not the total cost of a plan.
| Plan year | Plans | Compensation reported |
|---|---|---|
| 2025 (not complete) | 21 | $839K |
| 2024 | 26 | $904K |
| 2023 | 45 | $1.4M |
| 2022 | 60 | $2.4M |
| 2021 | 73 | $3.3M |
| 2020 | 71 | $2.9M |
| 2019 | 79 | $3.2M |
| 2018 | 72 | $2.6M |
| 2017 | 48 | $1.7M |
| 2016 | 139 | $4.1M |
| 2015 | 118 | $3.8M |
| 2014 | 87 | $2.7M |
| 2013 | 93 | $2.9M |
| 2012 | 62 | $1.5M |
| 2011 | 106 | $1.4M |
| 2010 | 101 | $1.4M |
| 2009 | 58 | $920K |
Client plans by size, state and service
By plan size
- 100 to 249 participants
- 8 plans
- 250 to 499 participants
- 10 plans
- 500 to 999 participants
- 4 plans
- 1,000 to 4,999 participants
- 3 plans
By service code
- Investment advisory (plan)
- 19 plans
- Investment management
- 4 plans
- Consulting (general)
- 2 plans
- Investment advisory (participants)
- 2 plans
- Consulting (pension)
- 2 plans
- Participant loan processing
- 1 plans
By state of the plan sponsor
- Florida
- 2 plans
- Georgia
- 1 plans
- Hawaii
- 1 plans
- Illinois
- 2 plans
- Indiana
- 1 plans
- Kentucky
- 1 plans
- Maryland
- 1 plans
- North Dakota
- 1 plans
- Ohio
- 3 plans
- Pennsylvania
- 2 plans
- South Dakota
- 1 plans
- Tennessee
- 2 plans
- Texas
- 3 plans
- Utah
- 1 plans
- Virginia
- 2 plans
- Washington
- 1 plans
Cite this page
My Plan Facts. "Raymond James Financial Services." https://myplanfacts.com/provider/raymond-james-financial-services-591531281/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.
Where this page gets its figures
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, Schedule C Part I line 2. The datasets are in the public domain. The site groups the rows by the EIN that each plan gives for the provider. A row without an EIN goes to the EIN that plans give most for the same name. A provider that fewer than 25 plans name has no page. How the figures are made. Report an error.
Search engines do not list this page. The site asks for 50 plans or more that name a provider.
Questions
How much did a plan report for this organisation?
The median was $68.64 for each participant, across 25 plans that reported an amount for plan year 2024. The middle half of the plans reported $40.99 to $103. The amount depends on the services that a plan buys.
Which services do the plans report?
19 plans report the service code 27: Investment advisory (plan). 4 plans report the service code 28: Investment management. 2 plans report the service code 16: Consulting (general).
Why is a plan not on the list?
Schedule C lists a provider only when the plan paid it $5,000 or more. Only plans with 100 or more participants file Schedule C. The site groups the rows by the EIN of the provider.