Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › APS - Pentegra
APS - Pentegra
- Service provider, as named on Schedule C
- EIN 133892096
- Plan year 2024
- Direct compensation reported $150,057
Assets of those plans
$306,259,958
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
6
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$150,057
89% 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 |
|---|---|---|
| 14 | Plan administrator | 9 |
| 13 | Contract administrator | 6 |
| 38 | Participant communication | 5 |
| 15 | Recordkeeping and information management | 5 |
| 50 | Direct payment from the plan | 3 |
| 37 | Participant loan processing | 3 |
| 16 | Consulting (general) | 3 |
| 64 | Recordkeeping fees | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| GEO. Byers Sons, 401(k) Planrecordkeeper | GEO. Byers Sons Holding | $50,428,933 | 1,024 | $13,160 |
| Missouri Cardiovascular Specialists, LLP 401(k) Profit Sharing Planrecordkeeper | Missouri Cardiovascular Specialists | $48,894,099 | 149 | $2,497 |
| Unwin Company 401(k) Plan and Trustrecordkeeper | Unwin | $30,040,377 | 176 | $3,240 |
| Blair, Church & Flynn Consulting Engineers Retirement Plan | Blair Church & Flynn Consulting Engineers | $22,213,106 | 296 | $2,250 |
| Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan | Klingbeil Capital Management | $20,998,912 | 242 | $6,321 |
| Dibuduo & Defendis 401(k) Profit Sharing Plan | Dibuduo & Defendis | $19,969,074 | 197 | $1,620 |
| Reineke Family Dealerships, Inc. 401(k) Plan | Reineke Family Dealerships | $19,635,588 | 346 | $43,063 |
| Primecare of Southeastern Ohio, Inc 401(k) Profit Sharing Plan & Trustrecordkeeper | Primecare of Southeastern Ohio | $17,497,745 | 130 | $2,300 |
| Hoopaugh Grading Co., LLC 401(k) Planrecordkeeper | Hoopaugh Grading | $16,621,992 | 364 | $4,945 |
| J.P. Lamborn Co. 401(k) Profit Sharing Plan | JP Lamborn | $11,213,023 | 195 | $14,382 |
| The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan | Dave Thomas Family Companies | $9,858,743 | 168 | $9,214 |
| Bridgemark 401(k) Plan | Bridgemark Healthcare | $8,147,418 | 978 | $13,953 |
| Wawona Frozen Foods 401(k) Plan | Wawona Frozen Foods | $7,486,361 | 160 | $3,360 |
| Leaderstat LLC 401 K Profit Sharing Plan and Trust | Leaderstat | $6,410,119 | 114 | $2,558 |
| Wathen Castanos Homes 401(k) Plan | WCP Developers | $6,157,240 | 7 | $8,902 |
| Society for Handicapped Citizens of Medina County, Inc. 403(b) Plan | Society for Handicapped Citizens of Medina County | $4,427,437 | 162 | $0 |
| GMRG 401(k) Plan | GMRG ACQ 1 | $3,710,113 | 108 | $9,076 |
| Ritchie Trucking Service Holdings, Inc. 401 (k) Planrecordkeeper | Ritchie Trucking Service Holdings | $2,549,678 | 153 | $9,216 |
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.