Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Benefit Plans Plus, 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.
Benefit Plans Plus, LLC is named as a service provider on the Schedule C of 67 retirement plans with 100 or more participants for plan year 2024, covering 32,676 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $775K. Per plan, the median was $25.06 per participant, with the middle half of plans between $13.89 and $43.52. 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 Missouri (30), Illinois (11) and Indiana (8).
In 2011 it appeared on 5 such filings; in 2024, 67. 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 | $13.89 | $25.06 | $43.52 |
| Compensation as a share of plan net assets | 0.04% | 0.06% | 0.12% |
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 |
|---|---|---|---|---|---|
| Midwest Geriatric Management, LLC 401(k) Plan | Midwest Geriatric Management, LLC | MO | 3,547 | $11.3M | $85K |
| Empowerme Wellness Retirement Savings Plan | Empowerme Holdings, LLC | MO | 2,490 | $52.6M | $26K |
| Carevet Retirement Savings Plan | Carevet Missouri, LLC | MO | 2,456 | $24.2M | $25K |
| TFG 401(k) Savings Plan | FG, LLC DBA the Foundation Group | MO | 2,402 | $12.3M | $12K |
| Preferred Care of New Jersey 401(k) Plan | Preferred Care Holdings, LLC | NJ | 1,712 | $4.7M | $11K |
| Midas Hospitality, LLC 401(k) Plan | Midas Hospitality, LLC | MO | 1,155 | $10.2M | $5,696 |
| Rottinghaus Company 401(k) Savings Plan | Rottinghaus Company, Inc. | WI | 873 | $23.7M | $5,775 |
| General Hotels Corporation Retirement Savings Plan | General Hotels Corporation | IN | 848 | $10.8M | $5,454 |
| Sunstar Insurance Group 401(k) Plan | Sunstar Insurance Group DBA Chapman-Sander Insurance, LLC | TN | 764 | $25.5M | $9,282 |
| Capital Health Services, Inc. Savings Plan & Trust | Capital Health Services, Inc. | OH | 654 | $8.8M | $25K |
| Nots Logistics, L.L.C. 401(k) Plan | Nots Logistics, L.L.C. | IL | 642 | $6.2M | $56K |
| Challenge Unlimited 401(k) Plan | Challenge Unlimited Inc. | IL | 635 | $4.9M | $7,229 |
| HTH Companies, Inc. Retirement Plan | HTH Companies, Inc. | MO | 625 | $7.2M | $16K |
| Tax Deferred Annuity Plan of Oats, Inc. | Oats, Inc. | MO | 614 | $2.5M | $12K |
| Micropulse, Inc. 401(k) Plan | Micropulse, Inc. | IN | 613 | $28.7M | $23K |
| Signature Medical Group, Inc. 401(k) Profit Sharing Plan | Signature Medical Group, Inc. | MO | 599 | $115M | $40K |
| Reinhold Electric, Inc. Employee Profit Sharing & 401(k) Plan | Reinhold Electric, Inc. | MO | 573 | $18.5M | $11K |
| South Oxford Management LLC 401(k) Plan | South Oxford Management LLC | TX | 520 | $19.3M | $18K |
| Intervision Systems, LLC. 401(k) Profit Sharing Plan | Intervision Systems, LLC | MO | 515 | $70.7M | $22K |
| City Wide 401(k) Plan | Jbo Management LLC | KS | 450 | $11.0M | $5,325 |
| Scott Credit Union 401(k) Plan | Scott Credit Union | IL | 431 | $20.7M | $15K |
| FMS 401(k) Profit Sharing Plan and Trust | Utilitra LLC | IL | 422 | $35.5M | $3,145 |
| Alan Wire Company, Inc. Profit Sharing Plan | Alan Wire Company, Inc. | MO | 391 | $15.0M | $6,945 |
| Christopher Rural Health Planning Corporation Retirement Plan | Christopher Rural Health Planning Corporation | IL | 364 | $14.0M | $21K |
| Ascent, LLC 401(k) Plan | Ascent, LLC | MO | 347 | $17.8M | $9,750 |
| Mission Taco Joint 401(k) Plan | Tilford Restaurant Group | MO | 290 | $922K | $5,374 |
| Indiana Internal Medicine Consultants Profit Sharing Plan | Indiana Internal Medicine Consultants, PC | IN | 285 | $93.5M | $16K |
| Heritage Bank, Inc. 401(k) Plan | Heritage Bank, Inc. | KY | 277 | $19.4M | $11K |
| Alton Steel, Inc. 401(k) Plan | Alton Steel, Inc. | IL | 274 | $25.3M | $11K |
| Pony Bird Retirement Plan | Pony Bird, Inc. | MO | 273 | $7.5M | $75 |
| Rottler Pest Control Company 401(k) Plan | Rottler Pest Control Company | MO | 249 | $12.5M | $5,400 |
| Lamberts Cafe Inc. 401(k) Profit Sharing Plan and Trust | Lamberts Cafe Inc. | MO | 246 | $4.0M | $4,746 |
| RX Systems, Inc. 401(k) Profit Sharing Plan and Trust | RX Systems, Inc. | MO | 243 | $9.1M | $4,023 |
| Sansone Group 401(k) Retirement Savings Plan | Sansone Group, LLC | MO | 242 | $13.5M | $3,050 |
| Peters Heating and Air Conditioning, Inc. Profit Sharing Plan | Peters Heating & Air Conditioning, Inc. | IL | 236 | $17.1M | $3,221 |
| Rize Home's 401(k) Plan | Rize Home LLC | OH | 220 | $17.2M | $7,175 |
| Carr Lane Manufacturing Co. Profit SHARING/401K Plan | Carr Lane Manufacturing Company | MO | 218 | $9.8M | $0 |
| Stellar Innovations & Solution 401(k) Profit Sharing Plan and Trust | Stellar Innovations & Solution | OH | 214 | $6.8M | $14K |
| Basys Processing 401(k) Plan | Basys Processing, Inc. | KS | 211 | $10.6M | $1,900 |
| Hallmark Home Mortgage 401(k) Plan | Hallmark Home Mortgage | IN | 209 | $16.7M | $17K |
Questions and answers
How many plans does Benefit Plans Plus, LLC serve?
67 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 Benefit Plans Plus, LLC?
The median plan reported $25.06 per participant in direct and indirect compensation (66 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 (36 plans), Other services (19 plans), Recordkeeping and information management (11 plans) and Accounting (including auditing) (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.