Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Pension Benefits Unlimited, Inc.
Pension Benefits Unlimited, Inc.
- Service provider, as named on Schedule C
- EIN 330499726
- Plan year 2024
- Direct compensation reported $477,932
Assets of those plans
$1,047,289,594
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
4
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$477,932
80% 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 |
|---|---|---|
| 49 | Other services | 7 |
| 50 | Direct payment from the plan | 6 |
| 17 | Consulting (pension) | 6 |
| 13 | Contract administrator | 6 |
| 99 | Other fees | 4 |
| 37 | Participant loan processing | 3 |
| 15 | Recordkeeping and information management | 3 |
| 64 | Recordkeeping fees | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Pacific Dental Services, LLC 401(k) Plan | Pacific Dental Services | $565,346,459 | 18,962 | $370,015 |
| Sares Regis Group 401(k) Plan | Sares-regis Operating | $91,533,927 | 1,322 | $21,200 |
| Ossur Americas, Inc. 401(k) Retirement Savings Plan | Ossur Americas | $88,490,838 | 1,114 | $27,720 |
| Sageview Advisory Group 401(k))plan | SageView Advisory Group | $65,163,741 | 304 | $888 |
| Boldyn Networks US Operations LLC 401(k) Plan | Boldyn Networks US Operations | $50,638,117 | 479 | $0 |
| Momentum Textiles, LLC 401(k) Plan | Momentum Textiles | $49,920,590 | 334 | $28,044 |
| Aacn 401(k) Retirement Savings Planrecordkeeper | American Association of Critical-care Nurses | $49,019,267 | 233 | $0 |
| Kellogg Supply, Inc. 401(k) Plan | Kellogg Supply | $24,707,492 | 228 | $2,440 |
| Western Pacific Distributing, LLC 401(k) Profit Sharing Planrecordkeeper | Western Pacific Distributing | $23,550,538 | 162 | $5,947 |
| Boardwalk IG 401(k) Plan | Boardwalk IG Management | $15,223,084 | 237 | $0 |
| Roger's Gardens 401(k) Profit Sharing Plan | Roger's Gardens Newport Beach | $7,319,988 | 120 | $7,515 |
| OC Auto Team 401(k) Planrecordkeeper | PB&J Automotive Inc. DBA Tustin Mazda/tustin Hyundai | $6,823,380 | 254 | $2,883 |
| Christian Brothers Heating & Air Conditioning, Inc. Contractors & Employees 401(k) Plan | Christian Brothers Heating & Air Conditioning | $3,740,239 | 198 | $8,355 |
| NFT 401(k) Planrecordkeeper | NU Flow Technologies USA | $2,990,478 | 114 | $2,800 |
| Luna Grill 401(k) Plan | Premier Food Concepts | $2,821,456 | 514 | $125 |
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.