Plans listing this provider
27
0.05% of the 56,420 plans with Schedule H financials; 183 in 2023
Providers › Pensionmark Financial Group LLC
Pensionmark Financial Group LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $483,222
Assets of those plans
$327,720,822
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$483,222
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 |
|---|---|---|
| 27 | Investment advisory (plan) | 20 |
| 50 | Direct payment from the plan | 14 |
| 99 | Other fees | 3 |
| 16 | Consulting (general) | 1 |
| 26 | Investment advisory (participants) | 1 |
| 55 | Other commissions | 1 |
| 64 | Recordkeeping fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Hennion & Walsh, Inc 401(k) Profit Sharing Plan & Trust | Hennion & Walsh. | $38,576,498 | 137 | $31,461 |
| Midwest ENT 401(k) Profit Sharing Plan | Otolaryngology & Head and Neck Surgery | $29,605,276 | 195 | $16,538 |
| Revinate LLC 401(k) Retirement Plan | Revinate | $23,259,063 | 546 | $37,757 |
| Charge Enterprises, Inc. 401(k) Plan | Charge Enterprises | $21,361,094 | 341 | $60,213 |
| Simon Pearce (US) LLC 401(k) PS & Trust | Simon Pearce (US) | $18,692,962 | 338 | $18,269 |
| Expensify 401(k) Plan | Expensify | $16,995,317 | 112 | $22,443 |
| Cabi LLC 401(k) Profit Sharing Plan & Trust | Cabi | $16,696,699 | 202 | $17,719 |
| Grindr LLC 401(k) Plan | Grindr | $16,544,993 | 312 | $20,183 |
| Sixgen, Inc. 401(k) Plan | SixGen | $16,360,652 | 125 | $23,874 |
| Wild Rose Entertainment, LLLP 401(k) Plan | Kirke Financial Services | $15,503,510 | 418 | $7,297 |
| Crunchbase, Inc. 401(k) Plan | Crunchbase | $15,031,699 | 249 | $23,199 |
| Center for Health Care Strategies 403(b) Retirement Plan | Center for Health Care Strategies | $15,014,304 | 144 | $6,986 |
| General Distributing Company 401(k) Profit Sharing Plan | General Distributing | $13,534,663 | 245 | $2,669 |
| Premise Data 401(k) Plan | Premise Data | $10,248,471 | 298 | $18,033 |
| White Energy, LLC Employees Savings Trust | White Energy Holding | $10,034,225 | 161 | $10,014 |
| Vsco 401(k) Plan | Visual Supply | $9,561,737 | 130 | $17,005 |
| Lendkey 401(k) Plan | LendKey Technologies | $9,383,170 | 277 | $15,040 |
| Corporate Technologies Retirement Plan | Corporate Technologies | $6,882,363 | 213 | $10,263 |
| Habitat for Humanity of Metro Denver 401(k) Plan | Habitat for Humanity of Metro Denver | $5,574,547 | 139 | $13,212 |
| Other Half Brewing Company 401(k) Profit Sharing Plan | Other Half Brewering | $5,116,348 | 232 | $15,734 |
| Superior EMP 401(k) Plan | Superior Electrical Mechanical & Plumbing | $4,189,392 | 120 | $8,270 |
| Hope Hospice 403(b) Tax Deferred Annuity Plan | Hope Hospice | $4,142,364 | 156 | $20,829 |
| Sundae 401(k) Plan | Sundae | $3,106,527 | 116 | $7,812 |
| BHW Management, Inc. 401(k) Retirement Plan | BHW Management | $2,304,948 | 97 | $9,300 |
| Hearsay Social, Inc 401(k) Plan | Hearsay Labs | $0 | 0 | $35,777 |
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.