Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 5 in 2023
Providers › Benefit Trust Company
Benefit Trust Company
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $82,627
Assets of those plans
$1,132,534,538
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
$82,627
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 |
|---|---|---|
| 25 | Trustee (directed) | 6 |
| 99 | Other fees | 4 |
| 27 | Investment advisory (plan) | 3 |
| 13 | Contract administrator | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 24 | Trustee (discretionary) | 1 |
| 28 | Investment management | 1 |
| 31 | Named fiduciary | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Bentley Systems, Incorporated Profit Sharing/401(k) Plan | Bentley Systems | $595,175,100 | 2,247 | $7,500 |
| The 401(k) Plan | Pentegra Services | $192,114,031 | 9,306 | $19,074 |
| The Architect Retirement PEP | Finway Group | $146,238,189 | 2,988 | $5,982 |
| WDP Pooled Employer Plan | Axios Advisory Group | $60,934,302 | 2,156 | $4,290 |
| Strategic Retirement Program | Pentegra Services | $49,589,626 | 1,308 | $1,483 |
| Assuredpartners PEP | AssuredPartners Investment Advisors | $35,283,168 | 1,143 | $7,065 |
| The TSG PEP | Pentegra Services | $18,951,212 | 487 | $1,872 |
| Root Laboratory, Inc. 401(k) Profit Sharing Plan | Root Laboratory | $15,236,505 | 134 | $33,023 |
| Smart Retirement PEP | Pentegra Services | $13,475,128 | 479 | $1,631 |
| The Baldwin Group PEP | Pentegra Services | $5,537,277 | 1,783 | $707 |
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.