Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › Pension Inc.
Pension Inc.
- Service provider, as named on Schedule C
- EIN 391955089
- Plan year 2024
- Direct compensation reported $213,434
Assets of those plans
$169,069,401
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
10
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$213,434
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 |
|---|---|---|
| 15 | Recordkeeping and information management | 10 |
| 13 | Contract administrator | 8 |
| 17 | Consulting (pension) | 7 |
| 25 | Trustee (directed) | 7 |
| 37 | Participant loan processing | 7 |
| 38 | Participant communication | 7 |
| 50 | Direct payment from the plan | 7 |
| 36 | Copying and duplicating | 5 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Orthopedic & Sports Medicine Specialists of Green Bay SC 401k Planrecordkeeper | Orthopedic & Sports Medicine Specialists of Green Bay SC | $33,199,587 | 227 | $22,591 |
| Neuroscience Group of Northeast Wisconsin,s.c. Profit Sharing Plan and Trustrecordkeeper | Neuroscience Group of Northeast Wisconsin S.C. | $32,571,285 | 213 | $20,887 |
| H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Planrecordkeeper | H.J. Martin & Son | $26,507,733 | 265 | $40,078 |
| Crane Engineering Sales, Inc. 401(k) Planrecordkeeper | Crane Engineering Sales | $21,566,373 | 159 | $29,726 |
| Stein Garden Centers, Inc. 401(k) Planrecordkeeper | Stein Garden Centers | $15,315,958 | 221 | $2,465 |
| Conger Industries Inc Employees 401k Plan & Trustrecordkeeper | Conger Industries | $13,107,565 | 146 | $24,032 |
| Hui Manufacturing Inc 401(k) Retirement Savings Planrecordkeeper | Hui Manufacturing | $11,698,342 | 167 | $26,802 |
| Velocity Machine, Inc. 401(k) Retirement Planrecordkeeper | Velocity Machine | $7,174,491 | 126 | $2,325 |
| Surface Mount Technology Corporation 401k Plan and Trustrecordkeeper | Surface Mount Technology | $5,993,326 | 160 | $11,346 |
| Midsouth Satellite LLC 401(k) Profit Sharing Plan and Trustrecordkeeper | Midsouth Satellite LLC DBA Entersource | $1,934,741 | 171 | $33,182 |
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.