Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 23 in 2023
Providers › Associated Pension Consultants
Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 23 in 2023
Assets of those plans
$236,453,655
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
7
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$207,478
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.
| Service code | Meaning | Plans |
|---|---|---|
| 15 | Recordkeeping and information management | 7 |
| 13 | Contract administrator | 5 |
| 14 | Plan administrator | 2 |
| 10 | Accounting (including auditing) | 1 |
| 12 | Claims processing | 1 |
| 17 | Consulting (pension) | 1 |
| 37 | Participant loan processing | 1 |
| 64 | Recordkeeping fees | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Michelsen Packaging Company 401(k) Plan | Michelsen Packaging | $70,145,492 | 252 | $24,034 |
| Berkeley Bowl Produce Inc 401(k) Profit Sharing Planrecordkeeper | Berkeley Bowl Produce | $37,358,090 | 707 | $7,400 |
| Dunlop Manufacturing Inc 401(k) Profit Sharing Planrecordkeeper | Dunlop Manufacturing | $25,582,302 | 240 | $27,049 |
| John Boyd Enterprises Inc Profit Sharing 401(k) Plan & Trust | John Boyd Enterprises | $24,170,830 | 130 | $14,320 |
| Quick Quack Car Wash 401(k) Planrecordkeeper | S&D Car Wash Management | $19,851,336 | 765 | $15,364 |
| Mar-val Food Store No1 Inc 401(k) Profit Sharing Planrecordkeeper | Mar-val Food Store No1 | $12,922,902 | 233 | $14,974 |
| Pacific Charter Institute 401(k) Profit Sharing Plan | Pacific Charter Institute | $10,178,784 | 172 | $6,775 |
| Northern Nevada Hopes 401(k) Planrecordkeeper | Northern Nevada Hopes | $9,602,297 | 292 | $9,937 |
| Vivant Health 401(k) Profit Sharing Planrecordkeeper | Vivant Health | $8,192,627 | 250 | $9,293 |
| Direct Line Global LLC 401(k) Plan | Direct Line Global | $7,831,736 | 204 | $20,823 |
| Winners Circle 401(k) Retirement Planrecordkeeper | G-peg I | $5,746,988 | 184 | $10,858 |
| Tax Deferred Annuity Plan of Community Health Alliance | Community Health Alliance | $4,870,271 | 282 | $9,586 |
| Vintners Inn 401(k) Profit Sharing Plan | Vintners Inn | $0 | 0 | $37,065 |
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.