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Providers › Recordkeeping and administration

Service provider · Schedule C, plan year 2024

Actuarial Benefits Corp.

Most often reported for recordkeeping and administration

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.

66plans naming this provider
61,036participant records in those plans
$1.6Mcompensation reported, direct and indirect
$40.31median reported per participant65 plans with an amount

For plan year 2024, 66 retirement plans with 100 or more participants reported paying Actuarial Benefits Corp. $5,000 or more. Those plans cover 61,036 participant records, and the service most often reported is recordkeeping and administration.

Reported compensation from those plans, direct and indirect, totalled $1.6M. Per plan, the median was $40.31 per participant, with the middle half of plans between $18.93 and $62.32. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.

Its client plans are most numerous in California (60), New York (3) and Oregon (1).

In 2009 it appeared on 13 such filings; in 2024, 66. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.

Reported compensation per plan

Across this provider's plans25th percentileMedian75th percentile
Compensation per participant$18.93$40.31$62.32
Compensation as a share of plan net assets0.03%0.05%0.09%

What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.

Plans served by year

2009: 132010: 222011: 202012: 202013: 212014: 472015: 452016: 482017: 582018: 562019: 602020: 622021: 642022: 662023: 652024: 6613666620092012201620202024
Plans with 100+ participants naming this provider
2009: $223K2010: $353K2011: $324K2012: $379K2013: $224K2014: $532K2015: $470K2016: $617K2017: $786K2018: $883K2019: $1.0M2020: $1.2M2021: $1.4M2022: $1.3M2023: $1.4M2024: $1.6M$223K$1.6M20092012201620202024
Compensation reported by those plans

Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.

By state

By plan size

Services reported

Other services34
Contract Administrator29
Actuarial8
Consulting (pension)5
Consulting (general)5
Recordkeeping and information management4

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Outsource, LLC 401(k) Profit Sharing PlanOutsource, LLCCA8,620$20.2M$51K
401(k) PlanNewgen Operations Management LLCCA7,310$19.1M$40K
Monster Energy Company 401 K PlanMonster Beverage CorporationCA4,317$260M$91K
Vallarta Supermarkets 401(k) PlanDaniel Food Enterprises, Inc.CA4,272$8.8M$20K
Salas O'Brien Retirement PlanSalas O'Brien, Inc.CA3,290$538M$83K
Banc of California, Inc. 401(k) PlanBanc of California, Inc.CA2,918$327M$72K
Robertson's Ltd. 401(k) PlanRobertson's Ready Mix, Ltd.CA2,192$121M$45K
Porto's Bakery, Inc. 401(k) PlanPorto's Bakery, Inc.CA1,714$10.0M$13K
Mainfreight USA Partnership 401(k) Retirement PlanMainfreight USA PartnershipCA1,680$65.4M$52K
Sullivan Automotive Group 401(k) Retirement PlanSullivan Automotive Group LLCCA1,295$30.0M$10K
Industry Employees' Incentive Savings PlanDart Warehouse CorporationCA1,118$40.4M$33K
Episcopal Communities & Services for Seniors 401(k) PlanEpiscopal Communities & Services for SeniorsCA1,044$25.1M$6,275
WNG 401(k) PlanWestern National Properties DBA Western National GroupCA999$58.3M$74K
Real Alloy Recycling 401(k) PlanReal Alloy Recycling, LLCOH890$74.8M$41K
MTC Retirement PlanMutual Trading Company, Inc.CA874$42.4M$123K
La Jolla Institute for Immunology Retirement Savings PlanLa Jolla Institute for ImmunologyCA821$90.2M$42K
Apex Logistics International 401(k) Profit Sharing PlanApex Logistics InternationalCA754$22.1M$0
Lereta, LLC 401(k) PlanLereta, LLCCA702$34.7M$35K
Los Angeles Opera Company Retirement PlanLos Angeles Opera CompanyCA691$16.1M$15K
Lawley Retirement PlanLawley, LLCNY684$106M$33K
Best Best & Krieger LLP Profit-Sharing & Employee Savings PlanBest Best & Krieger LLPCA617$79.7M$45K
SBCS 403(b) PlanSBCSCA616$26.9M$21K
Mhala 403(b) PlanMental Health America of Los AngelesCA609$13.4M$7,819
Premier America Retirement and Savings PlanPremier America Credit UnionCA568$55.1M$9,290
The Music Center 401(k) PlanPerforming Arts Center of Los Angeles CountyCA545$21.8M$10K
Avantus Aerospace, Inc. 401(k) PlanAvantus Aerospace, Inc.CA543$14.1M$22K
GK Management Co., Inc. and Affiliated Companies 401(k) PlanGK Management Co., Inc.CA525$31.6M$30K
The Buckley School Defined Contribution PlanThe Buckley SchoolCA520$75.2M$8,719
Secure Transportation 401(k) PlanSecure Transportation Company, Inc.CA467$3.7M$27K
Legal Aid Foundation of Los Angeles Tax Deferred Annuity PlanLegal Aid Foundation of Los AngelesCA442$26.9M$18K
Coaster Company Retirement Savings PlanCoa, Inc. DBA Coaster Company of AmericaCA423$31.6M$23K
Exceptional Childrens Foundation 401(k) PlanExceptional Childrens FoundationCA417$6.4M$3,038
Cirks Construction, Inc. 401(k) PlanCirks Construction, Inc.CA414$11.9M$1,919
Avid Center Retirement Plan 403(b)The Avid CenterCA393$43.3M$23K
Nissin International Transport U.S.A. Inc. 401(K)PLANNissin International Transport U.S.A., Inc.CA379$22.4M$11K
Acc 401(k) PlanAcceleration, LLC DBA Acceleration Community of CompaniesCA372$7.5M$7,053
Bighorn Golf Club 401(k) PlanBighorn Golf ClubCA366$19.5M$6,592
Western States Regional Council of Carpenters 401(k) PlanWestern States Regional Council of CarpentersCA352$23.4M$4,521
Sankyo Holdings, Inc. 401(K)PLANSankyo Holdings, Inc.CA344$61.5M$24K
Vtech USA 401(k) PlanVtech USA Holdings, LLCOR341$70.7M$21K

Questions and answers

How many plans does Actuarial Benefits Corp. serve?

66 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.

What do plans pay Actuarial Benefits Corp.?

The median plan reported $40.31 per participant in direct and indirect compensation (65 plans reporting an amount), or 0.05% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.

What services are reported?

The service codes most often attached to it are Other services (34 plans), Contract Administrator (29 plans), Actuarial (8 plans) and Consulting (pension) (5 plans).

Where does this come from?

Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.