Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
At Retirement Services, 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.
For plan year 2024, 87 retirement plans with 100 or more participants reported paying At Retirement Services, LLC $5,000 or more. Those plans cover 74,380 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $3.5M. Per plan, the median was $60.65 per participant, with the middle half of plans between $37.32 and $98.27. 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 (21), Pennsylvania (8) and North Carolina (6).
In 2018 it appeared on 7 such filings; in 2024, 87. 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 | $37.32 | $60.65 | $98.27 |
| Compensation as a share of plan net assets | 0.16% | 0.26% | 0.40% |
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 |
|---|---|---|---|---|---|
| UFCW Local One 401(k) Savings Plan | BRD of Ttees UFCW Local One 401(k) Savings Plan | NY | 12,902 | $154M | $681K |
| The Nacc 401(k) Pooled Employer Plan | Group Plan Systems, LLC | OH | 7,942 | $10.3M | $49K |
| Delight Restaurant Group 401(k) Plan | Delight Raleigh Management LLC | KS | 4,850 | $7.6M | $40K |
| GPS Hospitality 401(k) Plan | GPS Hospitality, LLC | GA | 3,839 | $4.7M | $7,106 |
| Americantcs 401(k) Plan | Americantcs Fiduciary Services, LLC | PA | 3,341 | $54.2M | $120K |
| Blue Bottle Coffee, Inc. 401(k) Plan | Blue Bottle Coffee, Inc. | CA | 3,049 | $20.6M | $55K |
| Onepoint Hro, LLC Multiple Employer 401(k) Plan | Onepoint Hro, LLC | CO | 2,469 | $44.9M | $117K |
| The Achieve Advantage 401(k) Plan | Americantcs Fiduciary Services, LLC | PA | 2,203 | $30.0M | $38K |
| The Logical Retirement Solution | Americantcs Fiduciary Services, LLC | PA | 2,052 | $90.8M | $254K |
| KFG Financial Freedom Fund | Americantcs Fiduciary Services, LLC | PA | 1,524 | $51.8M | $48K |
| Forus 401(k) | NVN Management, LLC | IL | 1,162 | $6.3M | $46K |
| Alliance Industries, Inc. 401(k) Plan | Alliance Industries, Inc. | OH | 1,060 | $16.3M | $7,313 |
| Spreetail 401(k) Plan | Spreetail, LLC | NE | 996 | $10.9M | $10K |
| Forus 401(k) | Skydio Inc. | CA | 974 | $31.4M | $38K |
| Qui(k) 401(k) Plan | Americantcs Fiduciary Services, LLC | PA | 942 | $22.3M | $50K |
| Western New York Teamsters 401(k) Plan | Teamsters Local No. 264 | NY | 897 | $39.7M | $67K |
| System Pavers 401(k) Retirement Savings Plan | System Pavers, LLC | CA | 876 | $15.7M | $66K |
| Digital Currency Group Inc. 401(k) Plan | Digital Currency Group, Inc. | CT | 787 | $32.6M | $78K |
| Juno Investments & Esquared Hospitality 401(k) Plan | Juno Investments LLC | NY | 737 | $15.6M | $58K |
| Forus 401(k) | Three Fingers, Inc. DBA Foosacklys | AL | 704 | $1.3M | $4,246 |
| Three Way 401(k) Plan | Three Way Logistics, Inc. | CA | 684 | $15.7M | $30K |
| Neighborhood Loans 401(k) Plan | Neighborhood Loans, Inc. | IL | 658 | $18.7M | $39K |
| Smith Bruer United 401(k) Plan | Americantcs Fiduciary Services, LLC | PA | 638 | $29.7M | $70K |
| Leevers Supermarkets, Inc. 401(k) Plan | Leevers Supermarkets, Inc. | CO | 587 | $9.3M | $37K |
| Saint Augustines University Employees Pension Plan | Saint Augustines University | NC | 545 | $13.8M | $24K |
| Retinovitreous Associates Ltd. 401(k) Profit Sharing Plan | Retinovitreous Associates, Ltd. | PA | 544 | $43.4M | $71K |
| Total Community Action, Inc. Ee's Retirement Plan & Trust | Total Community Action, Inc. | LA | 544 | $8.2M | $43K |
| Acorns Grow 401(k) Plan | Acorns Grow, Inc. | CA | 542 | $28.9M | $9,120 |
| Robbins Research International, Inc. 401(k) Plan | Robbins Research International, Inc. | CA | 524 | $16.7M | $22K |
| Black Diamond Electric 401(k) Plan | Black Diamond Electric, Inc. | CA | 522 | $11.4M | $31K |
| Chartspan Medical Technologies, Inc. 401(k) Plan | Chartspan Medical Technologies, Inc. | SC | 511 | $2.5M | $7,443 |
| Hudson's Furniture Showroom, Inc. 401(k) Plan | Hudsons Furniture Showroom, Inc. | FL | 508 | $4.8M | $53K |
| Concrete Express, Inc. 401(k) Plan | Concrete Express, Inc. | CO | 498 | $9.4M | $24K |
| NNR Global Logistics USA Inc. Retirement Plan | NNR Global Logistics USA Inc. | IL | 497 | $28.8M | $31K |
| SST Group, LLC 401(k) Plan | SST Group, LLC | WA | 472 | $3.1M | $14K |
| Miracle Kids Success Academy 401(k) Plan | Miracle Kids Success Academy, Inc. | AR | 470 | $1.1M | $8,113 |
| Ro-Mac Lumber & Supply, Inc. 401(k) Plan | Ro-Mac Lumber & Supply, Inc. | FL | 431 | $11.8M | $31K |
| Kennicott Brothers Company Employee Stock Ownership and 401(k) | Kennicott Brothers Company | IL | 428 | $38.8M | $12 |
| Timberland Bank Employee Stock Ownership & 401(k) Plan | Timberland Bank | WA | 420 | $39.9M | $30K |
| Penick Village 403(b) Retirement Plan | Penick Village, Inc. | NC | 409 | $4.1M | $12K |
Questions and answers
How many plans does At Retirement Services, LLC serve?
87 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 At Retirement Services, LLC?
The median plan reported $60.65 per participant in direct and indirect compensation (86 plans reporting an amount), or 0.26% 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 (80 plans), Participant loan processing (72 plans), Claims processing (63 plans) and Custodial (other than securities) (63 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.