Plans listing this provider
20
0.04% of the 56,420 plans with Schedule H financials; 19 in 2023
Providers › Pension Plan Specialists, PC
Pension Plan Specialists, PC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $261,518
Assets of those plans
$418,671,916
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$261,518
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 |
|---|---|---|
| 13 | Contract administrator | 13 |
| 17 | Consulting (pension) | 6 |
| 10 | Accounting (including auditing) | 4 |
| 11 | Actuarial | 1 |
| 27 | Investment advisory (plan) | 1 |
| 50 | Direct payment from the plan | 1 |
| 70 | Consulting fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Pacific Cataract and Laser Institute, Inc. PC 401(k) Plan | Pacific Cataract and Laser Institute | $92,797,866 | 556 | $25,291 |
| Prairie Electric, Inc. Profit Sharing and 401(k) Salary Deferral Plan | Prairie Electric | $69,008,292 | 562 | $27,401 |
| Tapani, Inc. Retirement Savings Plan | Tapani | $47,571,186 | 797 | $52,905 |
| Rotschy, Inc. 401(k) Plan | Rotschy | $25,145,163 | 545 | $31,448 |
| JRT Mechanical, Inc. Retirement Savings Plan | JRT Mechanical | $17,060,584 | 236 | $18,315 |
| Bench Craft Company 401(k) Plan | Transportation Media | $16,752,401 | 139 | $2,632 |
| Miller Paint 401(k) Savings Plan | Miller Paint | $16,582,427 | 378 | $9,343 |
| PEP Printing, Inc. 401(k) Profit Sharing Plan | PEP Printing | $16,201,324 | 200 | $6,647 |
| Tapani Plumbing, Inc. 401(k) Retirement Plan | Tapani Plumbing | $15,827,661 | 141 | $11,150 |
| Columbia Energy & Environmental Services, Inc. 401(k) Plan | Columbia Energy & Environmental Services | $14,998,830 | 160 | $6,100 |
| Card Kingdom, Inc. 401(k) Plan | Card Kingdom | $13,433,919 | 600 | $6,150 |
| Barron Heating & Air Conditioning, Inc. 401(k))profit Sharing Plan | Barron Heating & Air Conditioning | $10,680,674 | 190 | $6,150 |
| Southport Forest Products 401(k) Plan | Southport Forest Products | $9,558,915 | 155 | $5,864 |
| JCK/KB Restaurants 401(k) Plan | Team JCK | $9,249,130 | 140 | $9,137 |
| The Holt Group, Inc. 401(k) Plan | Holt Group | $9,034,948 | 223 | $13,834 |
| RE Investments 401(k) Plan | RE Investment | $8,735,224 | 169 | $9,361 |
| Burgerville, LLC 401(k) Plan | Burgerville | $8,163,247 | 116 | $6,394 |
| ROC Service Company, LLC 401(k) Plan | ROC Service | $6,146,070 | 128 | $240 |
| Neil Kelly Company, Inc. 401(k) Profit Sharing Plan | Neil Kelly | $6,054,586 | 189 | $8,337 |
| Avanti Destinations 401(k) Plan | Avanti Destinations | $5,669,469 | 137 | $4,819 |
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.