Plans listing this provider
47
0.08% of the 56,420 plans with Schedule H financials; 47 in 2023
Providers › Pension Corporation of America
Pension Corporation of America
- Service provider, as named on Schedule C
- EIN 311360674
- Plan year 2024
- Direct compensation reported $2,225,270
Assets of those plans
$1,528,420,335
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
45
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$2,225,270
100% 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 | 43 |
| 60 | Sub-transfer agency fees | 41 |
| 13 | Contract administrator | 40 |
| 50 | Direct payment from the plan | 37 |
| 63 | Distribution (12b-1) fees | 27 |
| 64 | Recordkeeping fees | 27 |
| 37 | Participant loan processing | 21 |
| 27 | Investment advisory (plan) | 6 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Coesia North America 401(k) Retirement Savings Planrecordkeeper | R.A Jones | $213,876,555 | 989 | $169,098 |
| Rumpke 401(k) Retirement Planrecordkeeper | Rumpke Consolidated Companies | $173,255,781 | 3,855 | $403,298 |
| Fischer Homes 401(k) Profit Plus Plan and Trustrecordkeeper | Fischer Management | $94,697,261 | 1,094 | $37,450 |
| Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Planrecordkeeper | Johnson Investment Counsel | $88,149,386 | 168 | $21,976 |
| Ultimus Fund Solutions, LLC Retirement & Profit Sharing Planrecordkeeper | Ultimus Fund Solutions | $86,952,046 | 1,151 | $58,643 |
| Keplr Vision 401(k) Planrecordkeeper | Imperial Optical Midco | $83,047,184 | 1,654 | $327,820 |
| Fund Evaluation Group, LLC 401(k) Profit Sharing Planrecordkeeper | Fund Evaluation Group | $57,069,501 | 175 | $2,710 |
| Towne Retirement 401(k) Planrecordkeeper | Towne Properties Asset Management | $45,996,091 | 700 | $113,522 |
| Union Savings Bank 401(k) Planrecordkeeper | Union Savings Bank | $44,549,842 | 439 | $46,866 |
| Miami Valley Emergency Specialists, LLC 401(k) Profit Sharing Planrecordkeeper | Miami Valley Emergency Specialists | $43,034,543 | 134 | $16,730 |
| Storopack, Inc. 401(k) Savings Planrecordkeeper | Storopack | $39,905,308 | 512 | $65,538 |
| Verst Group Logistics Companies 401(k) Retirement Savings Planrecordkeeper | Verst Group Logistics | $39,870,661 | 819 | $115,703 |
| Perfection Companies Associates Retirement Planrecordkeeper | Perfection Group | $35,112,050 | 324 | $11,167 |
| Alexander & Associates Co. Profit Sharing and 401(k) Planrecordkeeper | Alexander & Associates | $32,100,350 | 129 | $31,348 |
| United Radio, Inc. 401(k) Planrecordkeeper | United Radio | $31,225,482 | 431 | $63,842 |
| PCT 401(k) Planrecordkeeper | Cincinnati Copiers | $30,813,233 | 284 | $70,719 |
| Sunesis Construction Company Retirement Savings Planrecordkeeper | Sunesis Construction | $28,688,559 | 238 | $104,031 |
| Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trustrecordkeeper | Cohen Holdings | $20,628,295 | 270 | $41,679 |
| South Central Bank 401(k) Planrecordkeeper | South Central Bank | $18,648,961 | 276 | $6,602 |
| F.C. Industries, Inc. Employees' Retirement Savings and Profit Sharing Planrecordkeeper | F.C. Industries | $18,387,086 | 310 | $44,521 |
| Mid West Fabricating Company 401(k) Retirement Planrecordkeeper | Mid West Fabricating | $17,952,362 | 209 | $5,088 |
| Kentucky Easter Seal Society, Inc. Retirement Savings Planrecordkeeper | Kentucky Easter Seals Society | $17,872,682 | 174 | $2,070 |
| Building Crafts, Inc. Retirement Savings Plan | Building Crafts | $17,850,041 | 253 | $47,945 |
| BGR, Inc. 401(k) Profit Sharing Planrecordkeeper | BGR | $17,559,814 | 190 | $30,670 |
| School Outfitters, LLC 401(k) Retirement Planrecordkeeper | School Outfitters | $16,270,413 | 199 | $3,167 |
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.