Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › The Pension Specialists
The Pension Specialists
- Service provider, as named on Schedule C
- EIN 363592542
- Plan year 2024
- Direct compensation reported $18,612
Assets of those plans
$246,319,972
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
$18,612
27% 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 |
|---|---|---|
| 49 | Other services | 7 |
| 99 | Other fees | 7 |
| 13 | Contract administrator | 4 |
| 27 | Investment advisory (plan) | 2 |
| 55 | Other commissions | 2 |
| 70 | Consulting fees | 2 |
| 50 | Direct payment from the plan | 1 |
| 64 | Recordkeeping fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Southwest Health Center, Inc. 403(b) TSA Plan | Southwest Health Center | $51,380,803 | 709 | not reported |
| Tricor, LLC. 401(k) Profit Sharing Plan | Tricor | $42,599,670 | 368 | $0 |
| Wieser Brothers General Contractor, Inc. 401(k)/profit Sharing Planrecordkeeper | Wieser Brothers General Contractor | $35,401,647 | 158 | $0 |
| Decorators Union Local 17u Supplemental Pension Plan | BD of Trustees of the Decorators L17U C/o United Steel Workers of Amer | $26,403,442 | 344 | $14,198 |
| The Qumulus 401(k) Plan | Qsrsoft | $19,690,170 | 166 | $0 |
| J.R. Carlson Laboratories, Inc. 401(k) Plan | J.R. Carlson Laboratories | $18,922,654 | 184 | $520 |
| Eimagine 401(k) Retirement Plan | Eimagine Technology Group | $14,438,421 | 133 | $0 |
| Midamerica Orthopaedics, S.C. Profit Sharing 401(k) Plan | Midamerica Orthopaedics S.C. | $13,317,378 | 174 | $0 |
| The Arizona Humane Society 401(k) Plan | Arizona Humane Society | $10,026,706 | 454 | $3,894 |
| Distinctive Schools 403(b) Plan | Distinctive Schools | $7,680,753 | 271 | $0 |
| Near North Title Group 401(k) P/S Plan | Near North Title Group | $6,458,328 | 240 | $0 |
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.