Plans listing this provider
23
0.04% of the 56,420 plans with Schedule H financials; 24 in 2023
Providers › Spectrum Pension Consultants, Inc.
Plans listing this provider
23
0.04% of the 56,420 plans with Schedule H financials; 24 in 2023
Assets of those plans
$748,694,328
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
22
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$730,963
96% 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.
| Service code | Meaning | Plans |
|---|---|---|
| 15 | Recordkeeping and information management | 22 |
| 64 | Recordkeeping fees | 20 |
| 38 | Participant communication | 17 |
| 16 | Consulting (general) | 14 |
| 12 | Claims processing | 13 |
| 37 | Participant loan processing | 12 |
| 13 | Contract administrator | 10 |
| 17 | Consulting (pension) | 8 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Pacific Office Automation Capital Accumulation Planrecordkeeper | Pacific Office Automation | $157,398,543 | 1,045 | $25,253 |
| Pediatric Associates, Inc. P.S. 401(k) Profit Sharing Plan and Trustrecordkeeper | Pediatric Associates Inc. PS | $86,899,304 | 507 | $73,201 |
| Community Medical Imaging 401(k) Profit Sharing Planrecordkeeper | Central Valley Community Medical Imaging | $77,492,117 | 268 | $49,313 |
| Sound Credit Union 401(k) Retirement Savings Plan and Trustrecordkeeper | Sound Credit Union | $58,343,012 | 525 | $115,324 |
| Olympia Orthopaedic Associates, PLLC 401(k) Planrecordkeeper | Olympia Orthopaedic Associates | $52,829,979 | 482 | $4,950 |
| 4wall Entertainment 401(k) Plan | Acadia Management | $48,854,296 | 1,083 | $9,650 |
| Northwest Medical Specialties, PLLC 401(k) PS Plan and Trustrecordkeeper | Northwest Medical Specialties | $38,098,081 | 277 | $63,544 |
| Emery & Sons Construction Group, LLC Retirement and Savings Planrecordkeeper | Emery & Sons Construction Group | $32,649,846 | 256 | $17,166 |
| Hi-school Pharmacy, Inc. Multiple Employer 401(k) and PSP & Trustrecordkeeper | Hi-school Pharmacy | $26,095,542 | 389 | $37,209 |
| K & E Excavating Incorporated 401(k) Plan & Trustrecordkeeper | K & E Excavating | $24,708,104 | 220 | $37,285 |
| Orange County Urology Associates 401(k) Profit Sharing Planrecordkeeper | Orange County Urology Associates Inc. a Medical Group | $20,072,656 | 222 | $27,153 |
| Broadway Medical Clinic, LLP 401(k) Profit Sharing Planrecordkeeper | Broadway Medical Clinic | $15,766,626 | 100 | $28,930 |
| Larson Motors, Inc. 401(k) Planrecordkeeper | Larson Motors | $15,449,768 | 544 | $33,567 |
| South Bay Construction Company 401(k) Profit Sharing Planrecordkeeper | S.B.C.C. | $15,164,939 | 86 | $33,998 |
| Seattle Indian Health Board 401(k) Planrecordkeeper | Seattle Indian Health Board | $14,099,898 | 447 | $10,892 |
| Outdoor Research, LLC 401(k) Retirement Savings Planrecordkeeper | Outdoor Research | $12,794,147 | 269 | $2,474 |
| Evident Alliance 401(k) Retirement Savings Planrecordkeeper | Dkeidek Fernyhough Gile Hagel Nov & Quickstad | $12,577,703 | 203 | $57,168 |
| Coffman Excavation, Inc. Union 401(k) Profit Sharing Planrecordkeeper | Coffman Excavation | $8,535,716 | 101 | $17,267 |
| Kuhana Associates, LLC 401(k) Retirement Savings Planrecordkeeper | Kuhana Associates | $7,920,179 | 216 | $0 |
| Commencement Bay Corrugated, Inc. Union 401(k) Planrecordkeeper | Commencement Bay Corrugated | $7,343,818 | 148 | $24,915 |
| Noo-kayet Development Corporation 401(k) Planrecordkeeper | Noo-kayet Development | $6,284,276 | 333 | $19,510 |
| Dobler Management Company 401(k) Planrecordkeeper | DLP Employee Services | $5,707,083 | 188 | $32,917 |
| Grand Prairie Foods 401(k) Planrecordkeeper | Grand Prairie Foods | $3,608,695 | 152 | $9,277 |
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.