Plans listing this provider
98
0.17% of the 56,420 plans with Schedule H financials; 96 in 2023
Providers › CPI Qualified Plan Consultants, Inc
CPI Qualified Plan Consultants, Inc
- Service provider, as named on Schedule C
- EIN 481205033
- Plan year 2024
- Direct compensation reported $2,539,784
Assets of those plans
$1,738,763,134
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
96
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$104.29
across 90 plans that pay it 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 |
|---|---|---|
| 15 | Recordkeeping and information management | 93 |
| 50 | Direct payment from the plan | 93 |
| 64 | Recordkeeping fees | 93 |
| 37 | Participant loan processing | 92 |
| 17 | Consulting (pension) | 90 |
| 38 | Participant communication | 90 |
| 13 | Contract administrator | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Klockner-pentaplast of America, Inc. Employees' Retirement Planrecordkeeper | Klockner Pentaplast of America | $125,400,001 | 1,464 | $119,848 |
| Hensley & Company Profit Sharing Plan and Trustrecordkeeper | Hensley | $76,068,654 | 1,102 | $27,800 |
| Lakeshore Bone & Joint Institute Retirement Planrecordkeeper | Lakeshore Bone & Joint Institute | $57,676,194 | 143 | $11,039 |
| Central Specialties, Inc. Retirement Savings Planrecordkeeper | Central Specialties | $54,907,651 | 546 | $61,968 |
| KFG Financial Freedom Fundrecordkeeper | Americantcs Fiduciary Services | $51,823,257 | 681 | $70,674 |
| Innovative Systems, LLC 401(k) Planrecordkeeper | Innovative Systems | $46,515,272 | 196 | $40,784 |
| Community Choice Credit Union 401(k) Savings Planrecordkeeper | Community Choice Credit Union | $39,939,657 | 137 | $66,796 |
| WRNS Studio 401(k) Planrecordkeeper | WRNS Studio | $38,817,783 | 244 | $35,066 |
| Cooper Steel Employee Savings and Retirement Planrecordkeeper | Cooper Steel Fabricators | $34,941,811 | 547 | $38,609 |
| Vantage Point Solutions 401(k) Planrecordkeeper | Vantage Point Solutions | $34,169,443 | 349 | $53,383 |
| Stevens Industries, Inc. 401(k) Planrecordkeeper | Stevens Industries | $33,588,060 | 522 | $53,597 |
| Michael Skurnik Wines, Inc. 401(k) Profit Sharing Plan & Trustrecordkeeper | Michael Skurnik Wines | $31,151,089 | 248 | $36,275 |
| Promethean, Inc. Employees Savings Trustrecordkeeper | Promethean | $31,004,581 | 450 | $70,895 |
| Advertisers Press, Inc. 401(k) Savings Planrecordkeeper | Advertisers Press | $30,940,075 | 96 | $36,121 |
| Plimpton & Hills Corporation Employees Savings Trustrecordkeeper | Plimpton & Hills | $30,280,941 | 328 | $35,076 |
| American Federal Bank 401(k) Profit Sharing Planrecordkeeper | American Federal Bank | $29,414,263 | 146 | $52,705 |
| First Paragould Bankshares, Inc. Employees Savings Trustrecordkeeper | First Paragould Bankshares | $28,547,395 | 267 | $29,718 |
| Peak Sport & Spine Retirement Savings Planrecordkeeper | Peak Sport & Spine | $27,089,725 | 441 | $85,266 |
| Alpine Pediatrics, P.C. Profit Sharing Planrecordkeeper | Alpine Pediatrics | $26,182,505 | 186 | $0 |
| Lifespring Employee Incentive Retirement Planrecordkeeper | Lifespring | $25,101,003 | 461 | $46,789 |
| Burgess Information Systems Inc. Employees Savings Trustrecordkeeper | Burgess Information Systems | $24,819,069 | 249 | $52,407 |
| D&H United Fueling Solutions, Inc. 401(k) Retirement Savings Planrecordkeeper | D&H United Fueling Solutions | $24,427,631 | 435 | $61,425 |
| Ashley County Medical Center Employee Savings Planrecordkeeper | Ashley County Medical Center | $20,620,765 | 301 | $44,735 |
| Glenn Rieder, LLC 401(k) Savings Planrecordkeeper | Glenn Rieder | $19,551,442 | 305 | $37,035 |
| Perfection Servo Hydraulics, Inc. 401(k) and Profit Sharing Planrecordkeeper | Perfection Servo Hydraulics | $19,328,293 | 125 | $30,787 |
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.