401k Record

Providers › Professional Benefit Services

Professional Benefit Services

Plans listing this provider

19

0.03% of the 56,420 plans with Schedule H financials; 19 in 2023

Assets of those plans

$210,165,263

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

$170,121

89% 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 codeMeaningPlans
13Contract administrator12
49Other services7
99Other fees6
50Direct payment from the plan4
10Accounting (including auditing)1
15Recordkeeping and information management1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Tanadgusix Corporation 401(k) Plan and TrustTanadgusix $34,561,914546$0
Avamere Health Services 401(k) PlanAvamere Health Services $32,312,0481,397$39,391
Ambitions 401 K PlanAmbitions $25,011,7611,276$18,028
Daher Aircraft, Inc. 401(k) PlanDaher Aircraft $16,812,831567$20,260
Cowlitz Indian Tribe 401k PlanCowlitz Indian Tribe $15,921,544498$22,195
Docker 401(k) Profit Sharing PlanDocker $14,153,789339$5,375
South 49 Holdings Ltd. 401(k) PlanSouth 49 Holdings $13,101,674142$7,219
Archways to Retirement 401(k) PlanSeaman Restaurant $8,334,855341$4,875
Truline 401(k) PlanTruline $7,533,457185$2,250
Prescryptive Health 401(k) PlanPrescryptive Health $7,489,418135$6,250
Community Bank 401(k) Retirement PlanCommunity Bank $6,012,85781$5,687
Huntwood Industries 401(k) PlanrecordkeeperT.R.A. Industries Inc. DBA Huntwood Industries $5,172,031314$14,805
First Call 401k PlanFirst Call Home Health $4,854,065136$8,443
Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and TrustWillamette Valley Vineyards $4,313,117125$2,001
Spartan Management, LLC 401(k) PlanSpartan Management $4,220,09597$3,687
Sherman Bros. 401(k) PlanSherman Bros. $3,477,694156$4,530
TCRS 401(k) PlanTri Cities Residential Services $3,293,503132$3,250
Teya 401(k) PlanTeya Development $2,618,140161$0
Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and TrustApoyo Financiero $970,470180$1,875

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.