Plans listing this provider
76
0.13% of the 56,420 plans with Schedule H financials; 66 in 2023
Providers › Pentegra Services Inc
Pentegra Services Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $2,496,285
Assets of those plans
$2,100,015,017
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$2,496,285
96% 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 | 70 |
| 99 | Other fees | 4 |
| 49 | Other services | 2 |
| 50 | Direct payment from the plan | 2 |
| 14 | Plan administrator | 1 |
| 16 | Consulting (general) | 1 |
| 27 | Investment advisory (plan) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The 401(k) Plan | Pentegra Services | $192,114,031 | 9,306 | $478,350 |
| Secure Horizons 401(k) Plan | Secure Horizons Retirement Plan | $139,013,374 | 1,953 | $159,112 |
| Graham Healthcare Group 401(k) Profit Sharing Plan | Graham Health Services | $117,307,375 | 3,008 | $82,981 |
| Duckhorn Wine Company 401(k) Plan | Duckhorn Wine | $82,543,982 | 770 | $22,967 |
| CCRM Fertility Network 401(k) Plan | CCRM Management | $76,785,210 | 1,289 | $17,010 |
| Egan Company 401(k) and Profit Sharing Plan | Egan | $71,029,988 | 371 | $4,939 |
| Legend Biotech 401(k) Plan | Legend Biotech USA | $65,828,092 | 1,526 | $0 |
| The Northpointe Bancshares, Inc. Employee Stock Ownership Plan | Northpointe Bank | $61,325,686 | 942 | $108,120 |
| Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan | Reed Family Companies | $60,053,093 | 739 | $8,455 |
| Strategic Retirement Program | Pentegra Services | $49,589,626 | 1,308 | $71,744 |
| Goodleap, LLC 401(k) Plan | Goodleap | $49,178,107 | 1,349 | $90,008 |
| General Datatech, LP 401(k) Plan | General Datatech | $47,521,449 | 723 | $48,903 |
| Bank of Marin 401(k) Plan | Bank of Marin | $46,856,151 | 382 | $15,554 |
| Auria.space, LLC 401(k) Profit Sharing Plan | Boecore LLC DBA Auria | $44,636,648 | 488 | $23,564 |
| IPL US Holding Company 401(k) Retirement Plan | IPL US Holding | $44,600,927 | 624 | $69,954 |
| Valsource, Inc. 401(k) Plan | Valsource | $43,526,994 | 299 | $24,786 |
| One Voice Central Texas 403(b) Plan | One Voice Central Texas | $42,317,646 | 1,624 | $117,384 |
| Electro-matic Ventures, Inc., Profit Sharing & 401(k) Plan | Electro-matic Ventures | $36,795,384 | 300 | $10,838 |
| The Gratitude PEP | Pentegra Services | $35,585,295 | 432 | $71,932 |
| Assuredpartners PEP | AssuredPartners Investment Advisors | $35,283,168 | 1,143 | $133,487 |
| Peoples Bank Employees Savings & Profit Sharing Plan and Trust | Peoples Bank | $34,811,141 | 387 | $63,647 |
| Augeo Affinity Marketing Multiple Employer Plan | Augeo Affinity Marketing | $33,943,157 | 437 | $37,077 |
| VC3, Inc. 401(k) Plan | VC3 | $33,401,908 | 667 | $38,387 |
| Horizon Eye Care, P.A. 401(k) Profit Sharing Plan | Horizon Eye Care | $32,839,690 | 358 | $0 |
| Storehouse Multiple Employer Plan Adopted by Dunn Lumber Co., Inc. | Dunn Lumber | $29,873,065 | 473 | $11,422 |
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.