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Service provider · Schedule C, plan year 2024

Atlantic Pension Services, Inc.

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.

29plans naming this provider
13,189participant records in those plans
$326Kcompensation reported, direct and indirect
$21.30median reported per participant29 plans with an amount

Atlantic Pension Services, Inc. is named as a service provider on the Schedule C of 29 retirement plans with 100 or more participants for plan year 2024, covering 13,189 participant records. Most often it is reported for recordkeeping and administration.

Reported compensation from those plans, direct and indirect, totalled $326K. Per plan, the median was $21.30 per participant, with the middle half of plans between $9.40 and $48.76. 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 Pennsylvania (18), Delaware (4) and Maryland (2).

In 2013 it appeared on 6 such filings; in 2024, 30. 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$9.40$21.30$48.76
Compensation as a share of plan net assets0.02%0.06%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

2009: 02010: 02011: 02012: 02013: 62014: 122015: 122016: 192017: 212018: 202019: 242020: 252021: 262022: 302023: 262024: 300303020092012201620202024
Plans with 100+ participants naming this provider
2009: $02010: $02011: $02012: $02013: $69K2014: $113K2015: $53K2016: $66K2017: $89K2018: $86K2019: $175K2020: $187K2021: $208K2022: $276K2023: $263K2024: $343K$0$343K20092012201620202024
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

Contract Administrator16
Recordkeeping and information management8
Participant loan processing7
Plan Administrator6
Other services5
Consulting (pension)1

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Inception Fertility 401(k) PlanInception Fertility Corporate Services, LLCTX2,206$90.8M$59K
Iron Hill Brewery Retirement Savings PlanIron Hill BreweryPA1,230$6.3M$7,479
Greater Philadelphia Health Action, Inc. 401(k) PlanGreater Philadelphia Health Action, Inc.PA926$27.3M$11K
M3 USA Corp. 401(k) Profit Sharing Plan and TrustM3 USA CorporationPA862$58.1M$12K
Answernet 401(k) Savings PlanAnswernet, Inc.PA715$2.1M$9
Forcine Concrete & Construction Company 401(K)PLANForcine Concrete & Construction Co. Inc.PA542$19.1M$268
CMC Energy Services Profit Sharing and 401 (K) PlanCMC Energy Services, Inc.PA504$17.5M$25K
J. F. Sobieski Mechanical Contractors, Inc. 401(k) & Davis Bacon PlanJ. F. Sobieski Mechanical Contractors, Inc.DE480$15.4M$9,591
Athens Orthopedic Clinic, P.A. 401(k) Profit Sharing PlanAthens Orthopedic Clinic, P.A.GA466$47.3M$27K
Easter Seals Delaware & Marylands Eastern Shore Retirement PlanEaster Seals Delaware & Marylands Eastern ShoreDE444$15.7M$14K
Donsco, Inc. Employee Retirement Savings PlanDonsco, Inc.PA434$11.2M$21K
Skyline Technology Solutions LLC 401(k) Profit Sharing PlanSkyline Technology Solutions LLCMD416$27.0M$8,750
Veltri, Inc. 401(k) Savings PlanVeltri, Inc.PA400$9.6M$16K
The Klover Companies Retirement Savings PlanKlover Sepa Inc.PA360$17.9M$21K
The Pareto 401(k) PlanPareto Captive Services, LLCPA323$18.5M$1,800
J127 Education Foundation 403(b) Thrift PlanJ127 Education FoundationVA309$6.5M$1,300
Better Collective US Retirement PlanBetter Collective USA, Inc.NY289$12.1M$1,650
Mumford & Miller 401(k) Profit Sharing PlanMumford & Miller Concrete, Inc.DE288$14.7M$1,550
Acme Corrugated Box Co., Inc. Profit Sharing and 401(k) PlanAcme Corrugated Box Co., Inc.PA274$28.3M$13K
Intelligenesis 401(k) PlanIntelligenesis LLCMD236$35.4M$17K
Samuels & Son Seafood Co. Union 401(k) PlanSamuels & Son Seafood Company Inc.PA220$3.2M$13K
Verrica Pharmaceuticals 401(k)Verrica PharmaceuticalsPA176$5.8M$4,000
Hagley Museum & Library 403(b) PlanEleutherian Mills-Hagley Foundation, Inc.DE171$20.8M$3,643
All American Dairy Products, Inc. 401(k) Profit Sharing PlanAll American Dairy Products, Inc.PA167$4.5M$6,073
Spectrum Health Services Inc. 403(b) PlanSpectrum Health Services Inc.PA163$2.0M$2,506
Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k) PlanOxford Economics USA, Inc. and Tourism Economics, LLCNY162$14.4M$2,650
CXP Retirement PlanCross X Platform, LLCPA149$3.7M$1,400
403(b) Thrift Plan of Big Brothers Big Sisters Independence RegionBig Brothers Big Sisters Independence RegionPA146$1.7M$4,360
Benetrends, Inc. Profit Sharing Plan and TrustBenetrends, Inc.PA131$6.0M$19K

Questions and answers

How many plans does Atlantic Pension Services, Inc. serve?

29 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 Atlantic Pension Services, Inc.?

The median plan reported $21.30 per participant in direct and indirect compensation (29 plans reporting an amount), or 0.06% 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 Contract Administrator (16 plans), Recordkeeping and information management (8 plans), Participant loan processing (7 plans) and Plan Administrator (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.