Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Alliance Benefit Group of Houston
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.
For plan year 2024, 42 retirement plans with 100 or more participants reported paying Alliance Benefit Group of Houston $5,000 or more. Those plans cover 29,870 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $905K. Per plan, the median was $21.79 per participant, with the middle half of plans between $14.98 and $43.88. 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 Texas (35), Maryland (1) and Arizona (1).
In 2015 it appeared on 14 such filings; in 2024, 41. 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 plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $14.98 | $21.79 | $43.88 |
| Compensation as a share of plan net assets | 0.04% | 0.05% | 0.13% |
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
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
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Sun Auto Tire & Service, Inc. 401(k) Plan | Sun Auto Tire & Service, Inc. | AZ | 4,298 | $54.8M | $74K |
| Westmont Hospitality Group 401(k) Plan | Westmont Hospitality Management, LLC | TX | 4,072 | $53.8M | $21K |
| Traditions Health, LLC 401(k) Plan | Traditions Health, LLC | TN | 2,585 | $31.0M | $31K |
| Goodwill of San Antonio Retirement Savings Plan | Goodwill Industries of San Antonio | TX | 2,232 | $27.9M | $252K |
| Csi Retirement Plan | Computer Services, Inc. | KY | 1,702 | $247M | $33K |
| Renhill Staffing Service 401(k) Plan | Renhill Staffing Service | TX | 1,511 | $2.4M | $1,000 |
| Texas Biomedical Research Institute Retirement Plan | Texas Biomedical Research Institute | TX | 1,180 | $114M | $20K |
| American Medical Staffing 401(k) Plan | American Medical Staffing, Inc. | MD | 1,159 | $13.8M | $77K |
| Vital Farms Inc. 401(k) Profit Sharing Plan | Vital Farms Inc. | TX | 1,004 | $20.1M | $8,339 |
| The Contractors Retirement Plan | Goodwill Industries of San Antonio Contract Services | TX | 798 | $2.7M | $29K |
| U.A.P.P. Local Union NO.142 Profit Sharing Plan | U.A.P.P. Local Union No. 142 Profit Sharing Plan | TX | 754 | $8.7M | $37K |
| Air Force Villages, Inc. 403(b) Retirement Plan | Air Force Villages, Inc. | TX | 577 | $4.6M | $2,147 |
| Complete Emergency Healthcare LLC 401(k) Plan | Complete Emergency Healthcare LLC | TX | 453 | $10.1M | $4,388 |
| Boisset Family Estates, Inc. Retirement Savings Plan | Boisset Family Estates, Inc. | CA | 414 | $23.2M | $11K |
| The Miller Group 401(k) Plan | CKM Industries, Inc. | TX | 411 | $6.3M | $19K |
| Conexus Medstaff LLC 401(k) Plan | Conexus Medstaff LLC | TX | 409 | $4.3M | $1,715 |
| Convo Communications LLC 401(k) Profit Sharing Plan and Trust | Convo Communications LLC | TX | 390 | $5.9M | $12K |
| Ally Medical Retirement Plan | Ally Medical Management, LLC | TX | 372 | $2.7M | $4,627 |
| Lack's Valley Stores, Ltd. 401(k) Profit Sharing Plan | Lacks Valley Stores, Ltd. | TX | 364 | $5.4M | $68K |
| The Woodlands Christian Academy 403(b) Plan | The Woodlands Christian Academy | TX | 347 | $8.4M | $12K |
| Winco Development 401(k) Plan | Winco Development, LLC | TX | 291 | $3.5M | $4,275 |
| Presbyterian School 403(b) Plan | Presbyterian School | TX | 289 | $22.3M | $6,127 |
| Accent Family of Companies 401(k) Plan | Accent Packaging, Inc. | TX | 283 | $19.5M | $6,165 |
| PGM of Texas Retirement Plan | PGM of Texas, LLC | TX | 282 | $7.0M | $12K |
| Sam Houston Electric Cooperative, Inc. Pension Plan | Sam Houston Electric Cooperative, Inc. | TX | 273 | $36.3M | $49K |
| Stream-Flo 401(K)PLAN | Stream-Flo USA, Inc. | TX | 262 | $9.5M | $6,772 |
| Red Roof Franchising, LLC 401(k) Savings Plan | Red Roof Franchising, LLC | OH | 254 | $20.3M | $9,013 |
| Lamberti USA, Inc. Profit Sharing & Savings Plan | Lamberti USA, Inc. | TX | 239 | $13.0M | $11K |
| Archpoint Group Retirement Plan | Archpoint, LLC | TX | 230 | $9.2M | $1,769 |
| Archpoint Group Retirement Plan | Archpoint, LLC | TX | 218 | $11.0M | $4,752 |
| First Gilmer Bankshares Employee Savings Plan | First National Bank of Gilmer | TX | 216 | $12.3M | $9,229 |
| Charter Brokerage, LLC 401(k) Profit Sharing Plan | Charter Brokerage, LLC | CT | 213 | $31.4M | $8,693 |
| Jordan Ford Employee Savings Plan | Jordan Ford, Ltd. | TX | 203 | $9.5M | $4,361 |
| Texas State Aquarium 403(b) Plan | Texas State Aquarium | TX | 201 | $4.8M | $2,256 |
| McCourt Equipment Safe Harbor 401(k) Plan | McCourt Equipment | TX | 200 | $9.3M | $4,300 |
| Spindletop Pain Management Company 401(k) Plan | Spindletop Pain Management Company Inc. | TX | 194 | $5.7M | $3,076 |
| Pfluger Architects, Inc. 401(k) Plan | Pfluger Architects, Inc. | TX | 190 | $8.0M | $4,026 |
| Architectural Division 8 401(k) Plan | Architectural Division 8 | TX | 176 | $17.0M | $7,875 |
| Houston Metro Urology, P.A. 401(k) Profit Sharing Plan | Houston Metro Urology, P.A. | TX | 175 | $40.8M | $13K |
| San Antonio Academy Defined Contribution Retirement Plan | San Antonio Academy of Texas | TX | 161 | $9.4M | $3,016 |
Questions and answers
How many plans does Alliance Benefit Group of Houston serve?
42 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 Alliance Benefit Group of Houston?
The median plan reported $21.79 per participant in direct and indirect compensation (42 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 (20 plans), Contract Administrator (17 plans), Recordkeeping and information management (7 plans) and Participant loan processing (6 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.