Providers › National Benefit Services, LLC

National Benefit Services, LLC

Service provider, as named on Schedule C
EIN 203886993
Plan year 2024
Direct compensation reported $1,644,837

Plans listing this provider

0.07% of the 56,420 plans with Schedule H financials; 40 in 2023

Assets of those plans

$2,766,906,473

0.04% of all Schedule H plan assets

Plans where it is the recordkeeper

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

Direct compensation reported, all plans

$1,644,837

95% 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
15	Recordkeeping and information management	20
49	Other services	20
99	Other fees	17
13	Contract administrator	16
50	Direct payment from the plan	10
64	Recordkeeping fees	9
37	Participant loan processing	7
16	Consulting (general)	4

Largest plans served

Plan	Employer	Assets	Participants	Direct compensation
Thrivewise Pooled Employer Planrecordkeeper	Principal Life Insurance	$996,903,363	7,772	$3,200
Stagwell Global 401(k) Plan	Stagwell Global	$678,028,291	7,777	$312,876
Helpside Inc. 401(k) Planrecordkeeper	Helpside	$233,939,411	7,907	$681,599
Scripps Coastal Medical Group, Inc. Retirement Savings Planrecordkeeper	San Diego Coastal Medical Group	$136,474,001	337	$3,000
Quantum Design International, Inc. Safe Harbor Match and Retirement Plan	Quantum Design International	$93,180,891	374	$69,439
MMC 401(k) Savings and Retirement Planrecordkeeper	Medical Management Consultants	$87,018,780	1,146	$281,906
Manufacturers Retirement & Savings Plan	National Association of Manufacture RS of the United States of America	$69,203,262	665	$42,194
Sema 401(k) Savings Plan	Specialty Equipment Market Association	$38,503,263	271	$0
University First Federal Credit Union 401(k) Retirement Planrecordkeeper	University First Federal Credit Union	$37,087,048	515	$9,675
Steinberg Hart 401(k) Profit Sharing Plan	Steinberg Hart	$35,540,264	204	$3,150
Sante Health System Retirement Planrecordkeeper	Sante Health Systems	$35,526,258	771	$16,825
California Farm Bureau Member Employer Retirement Plan (MEP)recordkeeper	California Farm Bureau Federation	$33,849,357	431	$5,379
Tanner LLC Retirement Plan	Tanner	$31,249,443	342	$7,073
G2 Software Systems, Inc. Retirement Plan	G2 Software Systems	$28,373,180	131	$16,291
The Windermere 401(k) Planrecordkeeper	Windermere Real Estate Services	$27,928,182	359	$8,245
Sci-arc Retirement Savings Planrecordkeeper	Southern California Institute of Architecture	$21,145,858	111	$2,152
HOJ Management Co., Inc. 401(k) Profit Sharing Planrecordkeeper	HOJ Management	$18,379,842	166	$6,625
Pacific Legal Foundation 403(b) Planrecordkeeper	Pacific Legal Foundation	$17,825,127	167	$1,850
The Association 401(k) Planrecordkeeper	Las Vegas Metro Chamber of Commerce	$15,960,471	591	$11,561
Asea 401(k) Planrecordkeeper	Asea	$11,400,633	203	$3,375
Finwise Bank 401(k) Plan	Finwise Bank	$10,959,610	212	$5,544
Stadler US Inc. 401(k) Profit Sharing Plan and Trustrecordkeeper	Stadler US	$10,777,004	463	$10,862
Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan	Van Boerum & Frank Associates	$10,433,476	119	$1,750
Dixie Landscape 401(k) Retirement Planrecordkeeper	Dixie Landscape	$9,917,953	122	$4,429
Menarini Silicon Biosystems 401(k) Profit Sharing Planrecordkeeper	Menarini Silicon Biosystems	$9,090,276	132	$2,500

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.