Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 6 in 2023
Providers › American Pension Services, LLC
American Pension Services, LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $1,671,186
Assets of those plans
$428,435,166
0.01% 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
$1,671,186
90% 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 |
|---|---|---|
| 13 | Contract administrator | 8 |
| 63 | Distribution (12b-1) fees | 1 |
| 55 | Other commissions | 1 |
| 49 | Other services | 1 |
| 37 | Participant loan processing | 1 |
| 17 | Consulting (pension) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Platinum 401(k) Retirement Savings Plan | Plan Fiduciary Services | $97,413,688 | 3,454 | $805,730 |
| Onedigital Open Pooled Employer Plan | Plan Fiduciary Services | $93,552,210 | 3,908 | $392,826 |
| Schellman Compliance, LLC. 401(k) Profit Sharing Plan | Schellman Compliance | $83,205,178 | 617 | $10,478 |
| Risk Strategies Pooled Employer Plan for Private Equity Portfolio CO'S | Plan Compliance Services | $72,098,650 | 1,989 | $236,152 |
| Great West Affiliated Employers Retirement Savings Plan | Plan Fiduciary Services | $20,468,423 | 128 | $56,471 |
| United Employee Services 401(k) Retirement Savings Plan | United Employee Services | $18,959,428 | 496 | $0 |
| Onedigital Pooled Employer Plan | Plan Compliance Services | $14,002,706 | 1,146 | $99,982 |
| Asca Members Association Retirement Plan | Asca Foundation | $13,633,248 | 174 | $26,144 |
| Qbox Pooled Employer Plan | Plan Compliance Services | $10,975,847 | 265 | $38,094 |
| Envision Retirement Savings Plan | Plan Compliance Services | $4,125,788 | 152 | $5,309 |
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.