Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Associated Pension Consultants
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, 75 retirement plans with 100 or more participants reported paying Associated Pension Consultants $5,000 or more. Those plans cover 34,500 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $892K. Per plan, the median was $29.07 per participant, with the middle half of plans between $12.79 and $49.81. 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 New York (52), California (6) and New Jersey (6).
In 2010 it appeared on 5 such filings; in 2024, 75. 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 | $12.79 | $29.07 | $49.81 |
| Compensation as a share of plan net assets | 0.04% | 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
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 |
|---|---|---|---|---|---|
| Crossway 401(k) Plan | Cassena Care, LLC | NY | 3,279 | $97.4M | $113K |
| Hasc Center 401(k) Savings Plan | Hasc Center Inc. | NY | 2,021 | $14.1M | $11K |
| The Lovesac Company 401(k) Plan | The Lovesac Company | CT | 1,866 | $24.8M | $10K |
| Roundabout Theatre Company 401(k) Profit Sharing Plan | Roundabout Theatre Company, Inc. | NY | 1,156 | $13.3M | $5,627 |
| Bay Ridge Automotive Management Corp. 401(k) Employee Savings Plan | Bay Ridge Automotive Management Corp. | NJ | 1,145 | $46.6M | $21K |
| Fusionsite Services LLC 401(k) Plan | Fusionsite Services LLC | TN | 1,138 | $6.1M | $7,355 |
| Lessings, Inc. Savings and Security Plan | Lessings, Inc. | NY | 1,110 | $14.4M | $6,464 |
| Gabrielli Savings and Retirement Plan for Employees | Gabrielli Truck Sales, Ltd. | NY | 810 | $74.3M | $34K |
| JRM Construction Management 401(k) Plan | JRM Construction Management, LLC | NY | 771 | $53.6M | $5,012 |
| Phaidon International 401(k) Plan | Phaidon International (U.S.) Inc. | NY | 708 | $8.2M | $8,848 |
| Jersey Mike's 401(k) Profit Sharing Plan | Jersey Mikes Franchise Systems LLC | NJ | 671 | $39.1M | $16K |
| Socotec, Inc. Profit Sharing Plan | Socotec, Inc. | NY | 666 | $82.7M | $24K |
| Evans Network Services, Inc. 401(k) Plan | Evans Network Services, Inc. | PA | 648 | $28.8M | $6,891 |
| Brighton Health Plan Solutions, LLC 401(k) Retirement Plan | Brighton Health Plan Solutions, LLC | NY | 631 | $51.9M | $38K |
| Sourcepass 401(k) Plan | Sourcepass, LLC | NY | 612 | $25.9M | $15K |
| Pipes & Shaw LLC 401(k) Plan | Pipes & Shaw LLC | NY | 584 | $8.9M | $3,748 |
| Adorama 401(k) Plan | Adorama Inc. | NY | 570 | $8.7M | $3,833 |
| Che & Affiliates 401(k) Plan | NCN Management LLC | CA | 569 | $15.2M | $9,321 |
| First 401(k) Plan | First Protocol, Inc. | NY | 567 | $27.6M | $7,423 |
| Homecare Software Solutions, LLC 401(k) Profit Sharing Plan | Homecare Software Solutions, LLC DBA Hha Exchange | NY | 518 | $15.2M | $6,204 |
| Work & Co. 401(k) Plan | Workandco International Inc. d/b/a Work & Co. | NY | 505 | $39.1M | $23K |
| Acme Smoked Fish Corp. 401(k) Profit Sharing Plan | Acme Smoked Fish Corp. | NY | 493 | $22.1M | $1,620 |
| Section 403(b) Retirement Plan for Employees of Program Development Services, Inc. | Program Development Services, Inc. | NY | 485 | $8.2M | $7,540 |
| Golden Touch Imports, Inc. Profit Sharing Plan | Golden Touch Imports, Inc. | NY | 459 | $42.3M | $11K |
| Teamworks Innovations, Inc. 401(k) Plan | Teamworks Innovations, Inc. | NC | 412 | $15.8M | $7,363 |
| Comunilife, Inc. Retirement Plan | Comunilife, Inc. | NY | 410 | $9.0M | $18K |
| Bci Brands, LLC Employee Savings Plan | Bci Brands, LLC | NY | 407 | $12.4M | $9,863 |
| Celebrity Motor Cars LLC 401(k) Plan | Celebrity Motor Cars LLC | NJ | 402 | $26.2M | $70 |
| Vevo 401(k) Plan | Vevo LLC | NY | 400 | $34.3M | $20K |
| Edrington Americas 401(k) Plan | The Edrington Group USA, LLC | NY | 376 | $44.1M | $18K |
| Fortune School of Education 403(b) Retirement Plan | Rex and Margaret Fortune School of Education | CA | 360 | $4.1M | $6,991 |
| Stoler of Westbury, Inc. 401(k) Plan | Stoler of Westbury, Inc. | NY | 341 | $8.0M | $21K |
| Policy Services Company LLC 401(k) Profit Sharing Plan & Trust | Policy Services Company LLC | FL | 339 | $5.8M | $5,661 |
| Precipart 401(k) Profit Sharing Plan | Precipart Corporation | NY | 338 | $35.2M | $36K |
| Intercept Interactive Retirement Plan | Intercept Interactive Inc. | NY | 337 | $26.2M | $12K |
| Gagosian Gallery, Inc. 401(k) Profit Sharing Plan | Gagosian Gallery, Inc. | NY | 328 | $20.4M | $1,433 |
| Flexible Annuity DC Plan of Community Health Alliance | Community Health Alliance | NV | 326 | $6.0M | $23K |
| Enchante Accessories, Inc. 401(k) Plan | Enchante Accessories, Inc. | NY | 317 | $16.2M | $6,647 |
| JP Express Service 401(k) Plan | JP Express Service Inc. | NY | 313 | $8.9M | $6,618 |
| Sharp Decisions, Inc. 401(k) Plan | Sharp Decisions, Inc. | NY | 309 | $19.6M | $8,983 |
Questions and answers
How many plans does Associated Pension Consultants serve?
75 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 Associated Pension Consultants?
The median plan reported $29.07 per participant in direct and indirect compensation (75 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 (48 plans), Contract Administrator (34 plans), Recordkeeping and information management (7 plans) and Plan Administrator (2 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.