Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › Pension Innovations & Consulting
Pension Innovations & Consulting
- Service provider, as named on Schedule C
- EIN 341944384
- Plan year 2024
- Direct compensation reported $40,772
Assets of those plans
$241,778,838
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$40,772
71% 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 | 6 |
| 49 | Other services | 6 |
| 15 | Recordkeeping and information management | 2 |
| 37 | Participant loan processing | 2 |
| 50 | Direct payment from the plan | 2 |
| 64 | Recordkeeping fees | 2 |
| 99 | Other fees | 2 |
| 14 | Plan administrator | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Sierra Lobo, Inc. 401(k) Plan | Sierra Lobo | $48,599,935 | 672 | $90 |
| Pax Machine Works, Inc. 401(k) Retirement Plan | Pax Machine Works | $29,917,461 | 209 | $0 |
| Kingston Healthcare Savings and Retirement Plan | Kingston Healthcare | $29,492,636 | 641 | $5,757 |
| The Toledo Zoological Society Employees Retirement Plan | Toledo Zoological Society | $25,486,314 | 456 | $0 |
| Directions Credit Union 401(k) Plan and Trust | Directions Credit Union | $18,762,228 | 295 | $5,595 |
| Northwest Ohio Orthopedics & Sports Medicine 401(k) Profit Sharing Plan | Northwest Ohio Orthopedics and Sports Medicine | $18,725,699 | 180 | $5,099 |
| Altenloh, Brinck & Co. US, Inc. 401(k) Planrecordkeeper | Altenloh Brinck & Co. US | $17,757,801 | 388 | $5,463 |
| Brondes Ford 401(k) Plan | Brondes Ford | $14,726,664 | 251 | $6,359 |
| 403(b) Thrift Plan of Area Office on Aging | Area Office on Aging | $11,256,471 | 291 | $0 |
| Automatic Handling International, Inc. Retirement Savings Plan | Automatic Handling International | $10,644,401 | 110 | not reported |
| Bennett Enterprises 401(k) Plan | Bennett Enterprises | $4,857,044 | 135 | $5,120 |
| 20/20 Custom Molded Plastics, LLC 401(k) Profit Sharing Planrecordkeeper | 20/20 Custom Molded Plastics | $4,456,387 | 258 | $5,014 |
| Senator International Inc. 401(k) Plan | Senator International Inc. DBA Allermuir | $4,113,871 | 121 | $2,160 |
| Children's Discovery Center 401(k) Plan | Children's Discovery Center | $2,981,926 | 137 | $115 |
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.