Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Cpi Qualified Plan Consultants, 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.
Cpi Qualified Plan Consultants, Inc. is named as a service provider on the Schedule C of 124 retirement plans with 100 or more participants for plan year 2024, covering 45,677 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $3.1M. Per plan, the median was $76.93 per participant, with the middle half of plans between $44.29 and $121. 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 (11), Illinois (10) and California (8).
In 2009 it appeared on 537 such filings; in 2024, 127 (down 76%). 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 | $44.29 | $76.93 | $121 |
| Compensation as a share of plan net assets | 0.12% | 0.17% | 0.25% |
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 |
|---|---|---|---|---|---|
| Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan | Easter Seals Ucp North Carolina & Virginia, Inc. | NC | 3,134 | $15.9M | $53K |
| Hensley & Company Profit Sharing Plan and Trust | Hensley & Company | AZ | 1,714 | $76.1M | $28K |
| KFG Financial Freedom Fund | Americantcs Fiduciary Services, LLC | PA | 1,524 | $51.8M | $71K |
| Klockner-Pentaplast of America, Inc. Employees' Retirement Plan | Klockner Pentaplast of America, Inc. | VA | 1,466 | $125M | $120K |
| World Resources Institute Pension Plan | World Resources Institute | DC | 1,149 | $127M | $61K |
| Dynax America 401(k) Plan | Dynax America Corporation | VA | 904 | $18.9M | $8,275 |
| Dakota Provisions, LLC 401(k) Plan | Dakota Provisions, LLC | SD | 899 | $16.6M | $30K |
| D&H United Fueling Solutions, Inc. 401(k) Retirement Savings Plan | D&H United Fueling Solutions, Inc. | TX | 893 | $24.4M | $61K |
| Rancho Mesquite Casino, Inc. 401(k) Plan | Rancho Mesquite Casino, Inc. | NV | 868 | $7.7M | $26K |
| Irco 401(k) Plan | The Immigrant and Refugee Community Organization | OR | 835 | $18.5M | $0 |
| TM Associates Management, Inc. Employees Savings Trust | TM Associates Management, Inc. | MD | 773 | $9.1M | $25K |
| Sampson-Bladen Oil Company, Inc. Profit Sharing Plan and Trust | Sampson-Bladen Oil Company, Inc. | NC | 731 | $18.6M | $16K |
| Bartolotta Management Group 401(k) Plan | Bartolotta Management Group, Inc. | WI | 672 | $3.0M | $15K |
| The Delta Pension Plan | Delta Community Supports, Inc. | PA | 658 | $25.0M | $61K |
| Cooper Steel Employee Savings and Retirement Plan | Cooper Steel Fabricators, Inc. | TN | 607 | $34.9M | $39K |
| The Bair Foundation Employees' Retirement Plan | Christian Family Services Management Corporation | PA | 601 | $13.4M | $35K |
| Great Lakes Employer Services, Inc. 401(k) Profit Sharing Plan | Great Lakes Employer Services, Inc. | MI | 573 | $17.0M | $21K |
| Central Specialties, Inc. Retirement Savings Plan | Central Specialties, Inc. | MN | 564 | $54.9M | $62K |
| Stevens Industries, Inc. 401(k) Plan | Stevens Industries, Inc. | IL | 558 | $33.6M | $54K |
| Barry Robinson Center Matching Tax Deferred Annuity Plan | Barry Robinson Center | VA | 550 | $6.7M | $31K |
| Findlay's Tall Timbers Distribution Center, LLC 401(k) Profit Sharing Plan | Findlay's Tall Timbers Distribution Center, LLC | OH | 514 | $8.5M | $8,600 |
| Lifespring Employee Incentive Retirement Plan | Lifespring, Inc. | IN | 505 | $25.1M | $47K |
| Baker Motor Company of Charleston, Inc. 401(k) Profit Sharing Plan | Baker Motor Company of Charleston, Inc. | SC | 475 | $10.7M | $37K |
| Promethean, Inc. Employees Savings Trust | Promethean, Inc. | WA | 462 | $31.0M | $71K |
| Greater Mental Health of New York Profit Sharing Plan | Greater Mental Health of New York, Inc. | NY | 458 | $11.7M | $29K |
| Community Choice Credit Union 401(k) Savings Plan | Community Choice Credit Union | MI | 452 | $39.9M | $67K |
| Laird Noller Ford Retirement Plan | Laird Noller Ford, Inc. | KS | 440 | $11.2M | $19K |
| Greater Mental Health of New York 403(b) Plan | Greater Mental Health of New York, Inc. | NY | 432 | $14.6M | $32K |
| Para Los Ninos 401(k) Plan | Para Los Ninos | CA | 428 | $5.8M | $16K |
| United Medical Center 403(b) Plan | United Medical Center | TX | 427 | $12.4M | $29K |
| Hospital Central Services Association 401(k) Profit Sharing | Hospital Central Services Association | WA | 412 | $15.1M | $17K |
| Vantage Point Solutions 401(k) Plan | Vantage Point Solutions, Inc. | SD | 412 | $34.2M | $53K |
| Creekside Companies, Inc. 401(k) Plan | Creekside Companies, Inc. | MN | 392 | $15.2M | $22K |
| Houston Physician Hospital Employees Savings Plan | Houston Physician Hospital | TX | 385 | $12.6M | $31K |
| Keystone Sports and Entertainment LLC Employees Savings Trust | Keystone Sports and Entertainment LLC | PA | 383 | $8.3M | $11K |
| Mid Valley Disposal, Inc. Retirement Plan | Mid Valley Disposal, Inc. | CA | 377 | $8.9M | $27K |
| The Shipyard, LLC 401(k) Plan | The Shipyard, LLC | OH | 356 | $18.1M | $1,635 |
| Plimpton & Hills Corporation Employees Savings Trust | Plimpton & Hills Corporation | CT | 354 | $30.3M | $35K |
| The Capper Foundation Retirement Plan | The Capper Foundation | KS | 352 | $2.8M | $8,563 |
| Bellevue Christian School 403(b) Plan | Bellevue Christian School | WA | 351 | $10.4M | $21K |
Questions and answers
How many plans does Cpi Qualified Plan Consultants, Inc. serve?
124 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 Cpi Qualified Plan Consultants, Inc.?
The median plan reported $76.93 per participant in direct and indirect compensation (117 plans reporting an amount), or 0.17% 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 (118 plans), Participant loan processing (115 plans), Participant communication (114 plans) and Consulting (pension) (112 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.