Plans listing this provider
201
0.36% of the 56,420 plans with Schedule H financials; 214 in 2023
Providers › PCS Retirement LLC
Plans listing this provider
201
0.36% of the 56,420 plans with Schedule H financials; 214 in 2023
Assets of those plans
$3,116,615,360
0.04% of all Schedule H plan assets
Plans where it is the recordkeeper
198
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$109.45
across 192 plans that pay it 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 | 186 |
| 13 | Contract administrator | 175 |
| 64 | Recordkeeping fees | 174 |
| 37 | Participant loan processing | 166 |
| 38 | Participant communication | 160 |
| 36 | Copying and duplicating | 156 |
| 17 | Consulting (pension) | 155 |
| 16 | Consulting (general) | 153 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Esse Health Profit Sharing Planrecordkeeper | American Multispecialty Group DBA Esse Health | $206,451,313 | 1,006 | $166,159 |
| 401(k) Simplified Flexiblerecordkeeper | Advisortrust | $159,137,036 | 3,259 | $112,486 |
| Kayne Anderson Capital Advisors 401(k) Planrecordkeeper | Kayne Anderson Capital Advisors | $140,690,308 | 536 | $358,982 |
| DM Intermediate Parent PS & 401(k) Planrecordkeeper | DM Intermediate Parent | $108,636,608 | 876 | $140,819 |
| Savant Capital, LLC 401(k) Planrecordkeeper | Savant Capital | $79,251,260 | 596 | $7,107 |
| Dome Construction Corporation Salary Deferral Planrecordkeeper | Dome Construction | $74,383,896 | 291 | $8,827 |
| Central Bank 401k Profit Sharing Planrecordkeeper | Central Bank | $63,698,655 | 361 | $10,521 |
| HBH Holdings, Inc. 401(k)recordkeeper | Enerfab | $56,730,459 | 640 | $110,514 |
| Bristol Hospice 401(k) Planrecordkeeper | Bristol Hospice | $49,153,422 | 1,942 | $77,578 |
| Gross Mendelsohn & Associates PA 401(k) Profit Sharing Planrecordkeeper | Gross Mendelsohn & Associates | $47,521,438 | 169 | $16,558 |
| Advance MFG. Co., Inc. Profit Sharing Planrecordkeeper | Advance MFG. | $42,433,593 | 287 | $165,572 |
| JM Search & Company, Inc. 401(k) Profit Sharing Planrecordkeeper | JM Search | $40,686,951 | 223 | $32,939 |
| Environmental Systems, Inc. Profit Sharing Planrecordkeeper | Environmental Systems | $39,943,531 | 437 | $0 |
| H-P Products, Inc. 401(k) Retirement Planrecordkeeper | H-P Products | $36,911,055 | 417 | $48,233 |
| Foresight Financial Group, Inc. Employee Savings and Profit Sharing Planrecordkeeper | Foresight Financial Group | $36,858,656 | 304 | $26,206 |
| Clark Capital Management Group, Inc. 401k Planrecordkeeper | Clark Capital Management Group | $35,236,348 | 168 | $51,393 |
| Foothill Clinic, LLC 401(k) Retirement Plan | Foothill Clinic | $32,696,601 | 273 | $879 |
| Navmar Applied Sciences Corporation 401(k) Profit Sharing Planrecordkeeper | Navmar Applied Sciences | $31,850,122 | 260 | $33,356 |
| JDRC Managed Services, LLC 401(k) Planrecordkeeper | JDRC Managed Services | $31,209,145 | 1,642 | $83,813 |
| Vision Management Services, LLC 401(k) Planrecordkeeper | Vision Management Services | $31,037,661 | 5,210 | $249,825 |
| Community Health Group 401(k) Planrecordkeeper | Community Health Group | $29,062,836 | 806 | $57,835 |
| Navvis & Company 401(k) Planrecordkeeper | Navvis | $27,352,962 | 390 | $15,229 |
| Maune Raichle Hartley French & Mudd, LLC 401(k) Planrecordkeeper | Maune Raichle Hartley French & Mudd | $25,421,779 | 273 | $26,854 |
| Owl Cyber Defense Solutions, LLC Retirement Planrecordkeeper | Owl Cyber Defense Solutions | $25,398,716 | 270 | $33,229 |
| Hagerty Consulting Inc 401(k) Planrecordkeeper | Hagerty Consulting | $25,378,002 | 379 | $12,485 |
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.