401k Record

Providers › Economic Group Pension Services

Economic Group Pension Services

Plans listing this provider

15

0.03% of the 56,420 plans with Schedule H financials; 3 in 2023

Assets of those plans

$206,971,026

0.00% of all Schedule H plan assets

Plans where it is the recordkeeper

2

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$51,220

67% 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 codeMeaningPlans
49Other services7
13Contract administrator3
15Recordkeeping and information management2
37Participant loan processing2
64Recordkeeping fees2
99Other fees2
14Plan administrator1
27Investment advisory (plan)1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Zephyr Anesthesia, LLC 401(k) Plan TrustZephyr Anesthesia $29,913,431140$4,023
Stanion Wholesale Electric Company, Inc. 401(k) Profit Sharing PlanStanion Wholesale Electric $27,563,049184$9,825
Amboy Bancorporation 401(k) Plan and TrustAmboy Bancorporation $25,416,284292$0
Southern Michigan Bancorp, Inc. Employee Stock Ownership PlanSouthern Michigan Bancorp $22,464,109273$2,202
Bell & Mccoy 401(k) PlanBell & Mccoy $19,495,527254$3,675
Augusta Oncology Associates, P.C. Profit Sharing PlanrecordkeeperAugusta Oncology Associates $16,180,942200$300
H & M Mechanical Constructors, Inc. Employee 401(k) PlanH & M Mechanical Constructors $15,984,684182$0
Carl's Golfland, Inc. Profit Sharing & 401(k) PlanCarls Golfland $11,667,198172$1,700
Compassmsp, LLC 401(k) PlanCompassmsp $10,085,377181$0
Syracuse Dairy, LLC 401(k) PlanSyracuse Dairy $9,838,679132$100
Pioneer Contract Services, Inc. Profit Sharing Plan and TrustPioneer Contract Services $8,784,886124$0
Advanced Healthcare Management, Inc. 401(k) PlanAdvanced Healthcare Management $4,955,961167$7,495
Symons Advanced Value Employee Retirement PlanrecordkeeperSymons Fire Protection $3,015,042209$11,250
Palm Engineering Construction Company Inc. Retirement PlanPalm Engineering Construction $1,047,46765$10,650
Compliance 401(k) Multiple Employer PlanTrismart Solar $558,390138$0

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.