Plans listing this provider
64
0.11% of the 56,420 plans with Schedule H financials; 48 in 2023
Providers › 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.
| Service code | Meaning | Plans |
|---|---|---|
| 10 | Accounting (including auditing) | 55 |
| 50 | Direct payment from the plan | 9 |
| 99 | Other fees | 5 |
| 70 | Consulting fees | 4 |
| 15 | Recordkeeping and information management | 3 |
| 16 | Consulting (general) | 3 |
| 17 | Consulting (pension) | 3 |
| 64 | Recordkeeping fees | 3 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Citrix Systems, Inc. 401(k) Plan | Tibco Software | $1,604,843,511 | 7,298 | $15,840 |
| Stagwell Global 401(k) Plan | Stagwell Global | $678,028,291 | 7,777 | $49,908 |
| TTM Technologies 401(k) Retirement Savings Plan | TTM Technologies | $624,582,451 | 5,908 | $19,800 |
| Loandepot.com, LLC 401(k) Plan | loanDepot.com | $397,477,926 | 6,843 | $18,500 |
| The Trade Desk 401(k) Plan | Trade Desk | $298,462,206 | 2,664 | $14,000 |
| New Relic 401(k) Plan | New Relic | $255,786,241 | 2,383 | $18,500 |
| Samsara 401(k) Plan | Samsara | $240,094,991 | 3,342 | $16,000 |
| The Good Samaritan Hospital 401(k) Retirement Savings Plan | PIH Health Good Samaritan Hospital | $234,725,603 | 1,593 | $15,000 |
| Alteryx, Inc. Retirement Savings Plan | Alteryx | $208,208,383 | 2,003 | $5,000 |
| Delta America Ltd. 401(k) Salary Savings Plan and Trust | Delta Products | $170,289,210 | 648 | $13,750 |
| Gusto 401(k) Plan | Gusto | $138,524,673 | 3,140 | $15,000 |
| PCF 401(k) Plan | PCF Insurance Services of the West | $109,101,355 | 1,935 | $23,000 |
| ARC Employees Savings Plan | Airlines Reporting | $102,945,190 | 452 | $0 |
| Iteris, Inc 401(k) and Stock Ownership Plan | Iteris | $97,752,741 | 731 | $15,250 |
| Incora Savings and Investment Plan | Wesco Aircraft Hardware | $92,317,685 | 1,829 | $18,500 |
| Aviat Networks 401(k) Plan | Stratex Networks | $85,886,044 | 435 | $14,500 |
| Syntegon Technology Retirement Savings Plan | Syntegon US Holding | $81,194,312 | 661 | $12,000 |
| Don Quijote (USA) Co., Ltd. Profit-sharing Retirement/individual Matched Savings Plan | Don Quijote (USA) | $80,406,675 | 1,880 | $18,000 |
| ABC Technologies 401(k) Plan | ABC Group Holdings | $73,216,753 | 2,065 | $25,000 |
| Datadirect Networks, Inc. Profit Sharing 401(k) Planrecordkeeper | Datadirect Networks | $65,998,158 | 547 | $13,100 |
| Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan | Goldberg Lindsay | $61,828,690 | 134 | $14,200 |
| Prohealth Partners/argus Medical Management 401(k) Retirement Savings Plan | Argus Management | $58,244,426 | 587 | $11,000 |
| CSS Payroll 401(k) Plan | CSS Payroll | $42,930,108 | 1,420 | $16,000 |
| Age of Learning 401(k) | Age of Learning | $41,882,859 | 759 | $12,500 |
| Kairos Power LLC 401(k) Plan | Kairos Power | $38,409,714 | 524 | $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.