401k Record

Providers › Pension Assurance LLP

Pension Assurance LLP

Plans listing this provider

64

0.11% of the 56,420 plans with Schedule H financials; 48 in 2023

Assets of those plans

$6,552,519,931

0.08% of all Schedule H plan assets

Plans where it is the recordkeeper

3

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

Direct compensation reported, all plans

$889,656

92% 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
10Accounting (including auditing)55
50Direct payment from the plan9
99Other fees5
70Consulting fees4
15Recordkeeping and information management3
16Consulting (general)3
17Consulting (pension)3
64Recordkeeping fees3

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Citrix Systems, Inc. 401(k) PlanTibco Software $1,604,843,5117,298$15,840
Stagwell Global 401(k) PlanStagwell Global $678,028,2917,777$49,908
TTM Technologies 401(k) Retirement Savings PlanTTM Technologies $624,582,4515,908$19,800
Loandepot.com, LLC 401(k) PlanloanDepot.com $397,477,9266,843$18,500
The Trade Desk 401(k) PlanTrade Desk $298,462,2062,664$14,000
New Relic 401(k) PlanNew Relic $255,786,2412,383$18,500
Samsara 401(k) PlanSamsara $240,094,9913,342$16,000
The Good Samaritan Hospital 401(k) Retirement Savings PlanPIH Health Good Samaritan Hospital $234,725,6031,593$15,000
Alteryx, Inc. Retirement Savings PlanAlteryx $208,208,3832,003$5,000
Delta America Ltd. 401(k) Salary Savings Plan and TrustDelta Products $170,289,210648$13,750
Gusto 401(k) PlanGusto $138,524,6733,140$15,000
PCF 401(k) PlanPCF Insurance Services of the West $109,101,3551,935$23,000
ARC Employees Savings PlanAirlines Reporting $102,945,190452$0
Iteris, Inc 401(k) and Stock Ownership PlanIteris $97,752,741731$15,250
Incora Savings and Investment PlanWesco Aircraft Hardware $92,317,6851,829$18,500
Aviat Networks 401(k) PlanStratex Networks $85,886,044435$14,500
Syntegon Technology Retirement Savings PlanSyntegon US Holding $81,194,312661$12,000
Don Quijote (USA) Co., Ltd. Profit-sharing Retirement/individual Matched Savings PlanDon Quijote (USA) $80,406,6751,880$18,000
ABC Technologies 401(k) PlanABC Group Holdings $73,216,7532,065$25,000
Datadirect Networks, Inc. Profit Sharing 401(k) PlanrecordkeeperDatadirect Networks $65,998,158547$13,100
Goldberg Lindsay & Co. LLC 401(k) Profit Sharing PlanGoldberg Lindsay $61,828,690134$14,200
Prohealth Partners/argus Medical Management 401(k) Retirement Savings PlanArgus Management $58,244,426587$11,000
CSS Payroll 401(k) PlanCSS Payroll $42,930,1081,420$16,000
Age of Learning 401(k)Age of Learning $41,882,859759$12,500
Kairos Power LLC 401(k) PlanKairos Power $38,409,714524$8,862

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.