Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › KB Pension Services Inc
KB Pension Services Inc
- Service provider, as named on Schedule C
- EIN 650721164
- Plan year 2024
- Direct compensation reported $197,922
Assets of those plans
$269,437,489
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
$197,922
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 | 12 |
| 49 | Other services | 2 |
| 14 | Plan administrator | 1 |
| 15 | Recordkeeping and information management | 1 |
| 16 | Consulting (general) | 1 |
| 26 | Investment advisory (participants) | 1 |
| 50 | Direct payment from the plan | 1 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Qualawash Holdings, LLC 401(k) Retirement Plan | Qualawash Holdings | $87,889,699 | 3,096 | $119,773 |
| Aesculapian Management Company, LLC 401(k) Planrecordkeeper | Aesculapian Management | $69,049,978 | 945 | $18,835 |
| Sagicor Life Insurance Company Retirement Savings Plan | Sagicor Life Insurance | $23,124,774 | 180 | $15,434 |
| Bayfirst National Bank 401(k) Plan | Bayfirst National Bank | $19,749,040 | 632 | $11,810 |
| Vista Bancshares 401(k)profit Sharing Plan | Vista Bancshares | $16,405,026 | 227 | $1,260 |
| Hendry Marine Industries 401(k) Plan | Hendry Marine Industries | $12,464,547 | 405 | $9,820 |
| Kimmins 401k Savings Plan | Kimmins Contracting | $12,047,877 | 115 | $3,105 |
| Merlin Law Group, PLLC 401(k) Plan | Merlin Law Group | $8,649,639 | 129 | $975 |
| Gold Coast Eagle Distributing Employees Savings Plan | Gold Coast Eagle Distributing | $7,397,028 | 175 | $5,701 |
| Cox Chevrolet 401(k) Plan | Cox Chevrolet | $7,359,678 | 189 | $6,064 |
| Adams Group 401(k) Plan & Trust | Adams Bros. Cabinetry Inc. D/B/A Adams Group | $2,812,293 | 116 | $4,225 |
| Recreation World, Inc. 401(k) Plan and Trust | Recreation World | $2,487,910 | 188 | $920 |
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.