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Service provider · Schedule C, plan year 2024

Alliance Pension Consultants, LLC

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.

56plans naming this provider
57,209participant records in those plans
$2.5Mcompensation reported, direct and indirect
$73.55median reported per participant55 plans with an amount

Alliance Pension Consultants, LLC is named as a service provider on the Schedule C of 56 retirement plans with 100 or more participants for plan year 2024, covering 57,209 participant records. Most often it is reported for recordkeeping and administration.

Reported compensation from those plans, direct and indirect, totalled $2.5M. Per plan, the median was $73.55 per participant, with the middle half of plans between $43.07 and $109. 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 Illinois (34), Texas (4) and Wisconsin (3).

In 2009 it appeared on 21 such filings; in 2024, 56. 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$43.07$73.55$109
Compensation as a share of plan net assets0.07%0.15%0.29%

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: 212010: 292011: 382012: 412013: 442014: 482015: 572016: 572017: 542018: 522019: 472020: 582021: 582022: 592023: 582024: 5621595620092012201620202024
Plans with 100+ participants naming this provider
2009: $233K2010: $199K2011: $289K2012: $438K2013: $707K2014: $1.1M2015: $1.4M2016: $1.8M2017: $1.7M2018: $1.7M2019: $2.0M2020: $2.0M2021: $1.9M2022: $2.1M2023: $2.3M2024: $2.5M$233K$2.5M20092012201620202024
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

Recordkeeping and information management46
Consulting (general)9
Consulting (pension)6
Participant loan processing4
Actuarial3
Other services3

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Maimonides Medical Center Tax Deferred Retirement PlanMaimonides Medical CenterNY11,220$1.02B$30K
United Service Companies 401(k) PlanUnited Service Companies Holdings II, LLCIL8,584$9.5M$20K
Blue River Petcare Group, LLC 401(k) PlanBlue River Petcare Group, LLCIL3,481$67.9M$141K
WPS Pension PlanWPS Insurance CorporationWI2,965$317M$248K
Vonachen Group, Inc. 401(k) PlanVonachen Group, Inc.IL2,632$8.6M$12K
Hendricks Group 401(k) PlanHendricks Holding Co., Inc.WI2,416$73.6M$114K
Cooperative Home Care Associates, Inc. 401(k) PlanCooperative Home Care AssociatesNY2,233$16.6M$140K
Impact Networking, LLC 401(k) Retirement Savings PlanImpact Networking, LLCIL1,714$35.6M$82K
Echo, Inc. Deferred Savings PlanEcho, Inc.IL1,542$102M$46K
Lakeview Farms, LLC 401(k) PlanLakeview Farms Holdings, Inc.OH1,139$26.9M$80K
Pharmacord, LLC 401(k) PlanPharmacord, LLCIN1,064$7.0M$22K
Hormann LLC Employees Salary Savings PlanHormann LLCIL1,010$29.0M$54K
Ada Employees' Retirement PlanAmerican Dental AssociationIL1,002$174M$167K
Houston Grand Opera, Inc. 403(b) PlanHouston Grand Opera, Inc.TX948$8.1M$25K
Gerald Auto Group 401(k) Plan & TrustGerald Nissan of North Aurora, Inc.IL816$37.0M$91K
Garrett Popcorn Shops Retirement Savings PlanGarrett Popcorn Holding Company, LLCIL798$4.4M$46K
Ucan Retirement PlanUcanIL705$12.0M$83K
Morton Community Bank 401(k) Retirement PlanMorton Community BankIL698$58.2M$70K
Miller, Cooper & Co., Ltd. Profit Sharing & Savings Plan & TrustMiller, Cooper & Co., Ltd.IL577$148M$30K
Jones Sign Co., Inc. 401(k) Plan and TrustJones Sign Co., Inc.WI571$35.1M$45K
Evergreen Real Estate Services Retirement Savings PlanEvergreen Real Estate Services, LLCIL509$8.6M$33K
Lydia Home Association 401(k) Retirement Plan & TrustLydia Home AssociationIL509$2.7M$9,438
Samaritan Ministries Planning for Future Success 401(k)Samaritan Ministries InternationalIL504$11.9M$11K
O'Brien Group 401(k) PlanO'Brien Steel Service Co.IL491$25.9M$43K
Performance Trust Retirement PlanPT Financial Holdings, Inc.IL482$108M$46K
Beyel Brothers, Inc. 401(k) PlanBeyel Brothers, Inc. 401(k) PlanFL472$9.6M$35K
Family Guidance Centers, Inc. 401(k) PlanFamily Guidance Centers, Inc.IL450$11.8M$14K
Enfusion, LLC 401(k) PlanEnfusion, LLCIL436$28.2M$12K
Midland Christian School Retirement PlanMidland Christian School, Inc.TX398$9.6M$26K
401(k) Plan for Foxrock Ranch, LLCFoxrock Ranch Holding Company, LLCTX392$7.3M$21K
Home Run Inn, Inc. 401(k) Profit Sharing PlanHome Run Inn, Inc.IL379$12.7M$5,991
Federal Heath Sign Company, LLC 401(k) PlanFederal Heath Sign Company, LLCTX379$25.2M$58K
Hall Drilling, LLC 401(k) Retirement PlanHall Drilling, LLCWV365$11.0M$38K
Redmane Technology, LLC Retirement Savings PlanRedmane Technology, LLCIL348$34.7M$35K
M.I.L., Inc. 401(k) PlanMagnetic Inspection Laboratory, Inc.IL335$17.3M$20K
M. Holland Company 401(k) Profit Sharing Plan and TrustM. Holland CompanyIL324$68.3M$73K
California Rural Legal Assistance, Inc. 401(k) Retirement Savings PlanCalifornia Rural Legal Assistance, Inc.CA319$12.6M$0
Fedrigoni US Employee Savings & Retirement PlanGpa Acquisition Company, LLCIL303$22.5M$41K
TWG Development 401(k) PlanTWG Development, LLCIN299$8.7M$26K
Connor Co. Employees' Savings and Profit Sharing 401(k) Plan & TrustConnor Co.IL294$65.5M$32K

Questions and answers

How many plans does Alliance Pension Consultants, LLC serve?

56 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 Pension Consultants, LLC?

The median plan reported $73.55 per participant in direct and indirect compensation (55 plans reporting an amount), or 0.15% 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 Recordkeeping and information management (46 plans), Consulting (general) (9 plans), Consulting (pension) (6 plans) and Participant loan processing (4 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.