Plans listing this provider
21
0.04% of the 56,420 plans with Schedule H financials; 17 in 2023
Providers › Pension Financial Services, Inc.
Pension Financial Services, Inc.
- Service provider, as named on Schedule C
- EIN 581485803
- Plan year 2024
- Direct compensation reported $332,075
Assets of those plans
$413,866,218
0.01% 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
$332,075
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 |
|---|---|---|
| 13 | Contract administrator | 14 |
| 17 | Consulting (pension) | 9 |
| 99 | Other fees | 7 |
| 49 | Other services | 6 |
| 50 | Direct payment from the plan | 4 |
| 15 | Recordkeeping and information management | 3 |
| 37 | Participant loan processing | 3 |
| 26 | Investment advisory (participants) | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Distributors, Inc. Employee Savings Plan | United Distributors | $125,420,699 | 1,277 | $29,868 |
| Piedmont 401(k) Plan | Piedmont Realty Trust | $60,330,502 | 188 | $75 |
| UPA 401(k) Savings Plan | University Physicians Association | $39,638,446 | 1,464 | $192,303 |
| Bennett Motor Express Management, Inc. 401(k) Plan | Bennett Motor Express Management | $38,240,902 | 568 | $0 |
| Structural Steel Services, Inc.401(k) Retirement Plan | Structural Steel Services | $20,700,939 | 170 | $4,795 |
| Johnson Engineering, LLC Employee 401(k) Profit Sharing Plan | Johnson Engineering | $14,877,720 | 188 | $4,847 |
| Royal Food Service Company, Inc. 401(k) Planrecordkeeper | Royal Food Service | $12,912,459 | 209 | $11,754 |
| Phantom Administrative Retirement Savings Plan | Phantom Administrative | $12,730,136 | 355 | $3,350 |
| Bibliotheca, LLC 401(k) Plan | Bibliotheca | $12,657,658 | 139 | $9,372 |
| Liberty House Restaurant Corporation 401(k) Plan | Liberty House Restaurant | $11,045,661 | 233 | $13,085 |
| Coosa Valley Credit Union Retirement Savings Plan | Coosa Valley Credit Union | $10,856,507 | 147 | $1,092 |
| Alan Jay Automotive Management, Inc. | Alan Jay Automotive Management | $10,649,713 | 208 | $19,328 |
| Mimaki USA 401(k) Plan. | Mimaki USA | $10,459,766 | 145 | $2,700 |
| Miura America Co. Ltd. Retirement Plan | Miura America | $9,670,108 | 219 | $10,261 |
| The Kudzu Fabrics, Inc. 401(k) & Profit Sharing Plan | Kudzu Fabrics | $7,797,097 | 211 | $5,273 |
| Progressive Lighting, Inc. 401(k) Salary Reduction Plan and Trust | Progressive Lighting | $5,968,839 | 223 | $100 |
| Sagent, LLC 401(k) Plan | Sagent | $5,097,836 | 140 | $5,580 |
| Sanibel Captiva Beach Resorts, LLC | Sanibel Captiva Beach Resorts | $3,538,118 | 130 | $5,941 |
| KIA of Lagrange 401(k) Planrecordkeeper | Plant City Automotive Inc DBA KIA of Lagrange | $1,196,277 | 94 | $2,100 |
| First Communities Management, Inc. 401(k) Plan | First Communities Management | $76,835 | 11 | $4,576 |
| Morrison Hershfield Corporation 401(k) Planrecordkeeper | Morrison Hershfield | $0 | 0 | $5,675 |
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.