Plans listing this provider
39
0.07% of the 56,420 plans with Schedule H financials; 30 in 2023
Providers › Pension Plan Specialists, PC
Pension Plan Specialists, PC
- Service provider, as named on Schedule C
- EIN 261570786
- Plan year 2024
- Direct compensation reported $499,807
Assets of those plans
$702,562,520
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
7
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$499,807
87% 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 | 15 |
| 50 | Direct payment from the plan | 15 |
| 17 | Consulting (pension) | 14 |
| 49 | Other services | 13 |
| 99 | Other fees | 12 |
| 70 | Consulting fees | 6 |
| 10 | Accounting (including auditing) | 6 |
| 64 | Recordkeeping fees | 5 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Xenium 401(k) Retirement Savings Plan | Xenium Resources | $131,475,161 | 2,050 | $77,441 |
| Holland Residential, LLC 401(k) Plan | Holland Residential | $68,746,521 | 846 | $0 |
| E-times Corporation 401(k) Planrecordkeeper | E-times | $49,746,212 | 149 | $1,650 |
| Oregon State Credit Union 401(k) Planrecordkeeper | Oregon State Credit Union | $46,960,610 | 391 | $8,970 |
| Englund Marine Supply Co., Inc. 401(k) Profit Sharing Plan | Englund Marine Supply | $37,441,091 | 163 | $5,317 |
| Bigfoot Beverages 401(k) Retirement Plan | MLF Group | $36,966,522 | 329 | $6,050 |
| Advantis Credit Union 401(k) Plan | Advantis Credit Union | $30,949,524 | 384 | $9,174 |
| Mcdougall and Sons, Inc. Retirement Planrecordkeeper | Mcdougall and Sons | $29,332,909 | 836 | $64,905 |
| Carr Auto Group 401(k) Retirement Plan | Carr Auto Group | $22,652,460 | 327 | $5,467 |
| OSF International 401(k) Plan | OSF International | $20,683,884 | 259 | not reported |
| Progressive Planning - a 401(k) Retirement Plan | Frontier Management | $13,995,213 | 825 | $36,073 |
| Nutter Retirement Plan | Nutter | $13,825,729 | 310 | $16,389 |
| Smith Gardens 401(k) Plan | Smith Gardens | $13,149,246 | 305 | $0 |
| Lotus Group 401(k) Plan | Lotus Group USA | $12,384,425 | 179 | $4,821 |
| Billups 401(k) Plan | Billups | $11,099,045 | 186 | $0 |
| Aerotec 401(k) Retirement Plan | Aerospace Testing Engineering & Certification | $10,812,490 | 174 | $24,410 |
| Intermountain Claims, Inc. Employees Savings Trust | Intermountain Claims | $10,418,986 | 91 | $2,410 |
| Toyota of Vancouver 401(k) Profit Sharing Planrecordkeeper | Mccord's Vancouver Auto Center | $9,524,854 | 205 | $1,200 |
| Mckay's Market 401(k) Plan | K.E. Mckay's Market of Coos Bay | $9,516,505 | 341 | $10,025 |
| Willis Enterprises, Inc. 401(k) P/S Plan | Willis Enterprises | $9,386,593 | 162 | $6,250 |
| Three Rivers Casino and Affiliates Deferred Compensation Plan | Confederated Tribes of Coos Lower Umpqua & Siuslaw Indians | $9,287,286 | 444 | $33,164 |
| Pacific Lifestyle Homes, Inc. 401(k) Plan | Pacific Lifestyle Homes | $9,242,951 | 120 | $1,250 |
| Teal Jones Lumber Services, Inc. 401(k) Plan | Teal Jones Lumber Services | $9,129,031 | 362 | $48,725 |
| LAC Vieux Desert Band of Lake Superior Chippewa Indians 401(k) Planrecordkeeper | LAC Vieux Desert Band of Lake Superior Chippewa | $8,890,283 | 480 | $15,586 |
| Atlas Dental Group 401(k) Plan | Atlas Dental Group | $8,450,423 | 132 | $4,211 |
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.