Plans listing this provider
72
0.13% of the 56,420 plans with Schedule H financials; 87 in 2023
Providers › Pentegra Services, Inc.
Pentegra Services, Inc.
- Service provider, as named on Schedule C
- EIN 133745616
- Plan year 2024
- Direct compensation reported $1,340,912
Assets of those plans
$1,324,224,455
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
29
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,340,912
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 | 44 |
| 15 | Recordkeeping and information management | 24 |
| 64 | Recordkeeping fees | 16 |
| 50 | Direct payment from the plan | 14 |
| 37 | Participant loan processing | 10 |
| 14 | Plan administrator | 8 |
| 99 | Other fees | 7 |
| 49 | Other services | 7 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Insightsoftware 401(k) Plan | Insightsoftware | $67,109,235 | 1,017 | $23,931 |
| Kearny Bank Employees' Savings Plan | Kearny Financial | $62,768,437 | 697 | $48,299 |
| Aqua Dermatology 401(k) Profit Sharing Plan | Naples Center for Dermatology and Cosmetic Surgery | $55,495,409 | 881 | $26,061 |
| Newton Healthcare Corporation 401(k) Retirement Planrecordkeeper | Newton Healthcare | $55,062,465 | 801 | $36,634 |
| Spee Dee Delivery Service, Inc Retirement Planrecordkeeper | Spee Dee Delivery Service | $52,903,453 | 744 | $18,854 |
| GEO. Byers Sons, 401(k) Planrecordkeeper | GEO. Byers Sons Holding | $50,428,933 | 1,024 | $241 |
| Vogel Law Firm 401(k) Profit Sharing Plan | Vogel Law Firm | $48,177,534 | 122 | $11,095 |
| First Savings Bank Employees' Savings & Profit Sharing Plan | First Savings Financial Group | $39,998,990 | 399 | $81,016 |
| Patrick Dealer Group Savings Plan | Patrick Schaumburg Automobiles | $37,983,486 | 455 | $24,249 |
| The Wright Center for Graduate Medical Education 403(b) Planrecordkeeper | Wright Center for Graduate Medical Education | $36,509,990 | 1,288 | $45,140 |
| Metz Culinary Management, LLC 401(k) Plan | Metz Culinary Management | $35,052,158 | 1,517 | $8,445 |
| Lan Associates Epas, Inc. 401(k) Plan | Lan Associates | $34,559,857 | 127 | $8,064 |
| Greenville National Bank Employees Savings Plan | Greenville National Bank | $33,164,473 | 94 | $26,337 |
| Orange County Bancorp Inc. 401(k))planrecordkeeper | Orange County Bancorp | $31,728,476 | 241 | $23,356 |
| Ugsoa Retirement Planrecordkeeper | Board of Trustees of the Ugsao Retirement Plan | $29,484,211 | 2,040 | $101,864 |
| Glass Industries 401(k) Plan | Hartung Glass Industries | $28,437,748 | 878 | $14,568 |
| Countybank 401(k) Plan | Countybank | $28,200,851 | 168 | $58,648 |
| Partners Bank 401(k) Savings Plan | Partners Bank | $27,411,926 | 154 | $23,880 |
| Holt Construction Corp, Retirement Savings Plan | Holt Construction | $27,309,365 | 285 | $7,358 |
| Riverview Bancorp Inc. Employees' Savings & Profit Sharing Plan and Trust | Riverview Bancorp Inc. | $27,220,761 | 280 | $37,531 |
| The Retiresmart PEPrecordkeeper | Pentegra Services | $25,481,076 | 846 | $62,944 |
| The Bank of Greene County Employees' Savings & Profit Sharing Plan and Trust | Greene County Bancorp | $25,339,765 | 267 | $4,892 |
| Werk-brau Co., Inc. Employees Retirement Plan | Werk-brau | $23,942,373 | 270 | $1,329 |
| Velocity Commercial Capital, LLCrecordkeeper | Velocity Commercial Capital 401(k) PL | $22,235,588 | 334 | $4,993 |
| Canus Corporation 401(k) Profit Sharing Planrecordkeeper | Canus | $20,326,048 | 343 | $20,300 |
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.