Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › Pension Solutions, Inc.
Pension Solutions, Inc.
- Service provider, as named on Schedule C
- EIN 731521434
- Plan year 2024
- Direct compensation reported $167,006
Assets of those plans
$200,830,405
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
9
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$167,006
92% 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 |
|---|---|---|
| 38 | Participant communication | 9 |
| 49 | Other services | 9 |
| 15 | Recordkeeping and information management | 8 |
| 13 | Contract administrator | 8 |
| 17 | Consulting (pension) | 6 |
| 64 | Recordkeeping fees | 4 |
| 34 | Valuation (appraisals etc.) | 3 |
| 16 | Consulting (general) | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Jasco Products Company LLC 401(k) Profit Sharing Planrecordkeeper | Jasco Products | $48,994,319 | 437 | $10,868 |
| FPS 401(k) Plan | Florida Physician Specialists | $26,966,891 | 247 | $7,050 |
| The CSI Companies, Inc. 401(k) Profit Sharing Plan and Trust | CSI Companies | $24,621,052 | 3,565 | $83,637 |
| Unicorp Systems, Inc. 401(k) Planrecordkeeper | Unicorp Systems | $23,040,752 | 123 | $393 |
| SEF Energy, LLC 401(k) Profit Sharing Plan | SEF Energy | $18,393,739 | 304 | $0 |
| F & M Bancshares, Inc. Savings Incentive Planrecordkeeper | F & M Bancshares | $12,892,035 | 108 | $24,239 |
| Eyesight Holding Co., LLC 401(k) Planrecordkeeper | Eyesight Holding | $12,382,616 | 899 | $22,385 |
| Realtime PEO II, LLC 401(k) Planrecordkeeper | Realtime PEO II | $9,662,101 | 272 | $3,304 |
| Stan Clark Companies, Inc. 401(k) Planrecordkeeper | Stan Clark Companies | $8,931,135 | 126 | $5,945 |
| Buffalo Land Retirement Planrecordkeeper | Buffalo Land Abstract | $8,900,545 | 169 | $3,125 |
| Mathews Management 401(k) Retirement Planrecordkeeper | Mathews Management | $3,519,968 | 241 | $3,650 |
| EOA of Washington County 401(k) Retirement Planrecordkeeper | Economic Opportunity Agency of Washington County | $2,525,252 | 101 | $2,410 |
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.