Economic Group Pension ServicesRetirement plans that name this organisation on Schedule C
2024Schedule C of plan year 2024
- Service that plans report most
- Recordkeeping and administration
- Plans that name it
- 27
- Participant records in those plans
- 7,970
- States
- 14
27 retirement plans with 100 or more participants name this organisation on Schedule C for plan year 2024.
The service that the plans report most often is recordkeeping and administration.
The plans reported $206K of compensation to the organisation, direct and indirect.
By plans that name it, it was number 181 of 199 providers whose plans report recordkeeping and administration most often.
The number of plans that name it rose by 280.0% from plan year 2023 to 2024.
Added together, the plans that name the 688 providers with plans in both years rose by 2.4%.
Plans with 100 to 249 participants were 63.0% of the plans that name it. They were 28.6% of the plans that name any provider with a page.
While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.
The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.
EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .
In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Schedule C lists a provider only when a plan paid it $5,000 or more. Source of the figures: the Form 5500 datasets, filings received through .
Client plans
| Plan | Sponsor | State | Participants | Net assets | Compensation reported |
|---|---|---|---|---|---|
| Advanced Healthcare Management, Inc. 401(k) Plan | Advanced Healthcare Management, Inc. | MS | 490 | $5.0M | $8,620 |
| Aggregate Resource Industries, Inc. 401(k) Profit Sharing Plan | Aggregate Resource Industries, Inc. | OR | 135 | $9.1M | $3,450 |
| Amboy Bancorporation 401(k) Plan and Trust | Amboy Bancorporation | NJ | 315 | $25.4M | $5,917 |
| Ascend Rehab 401(k) Profit Sharing Plan | Ascend Rehab Services, Inc. | CA | 212 | $4.7M | $806 |
| Augusta Oncology Associates, P.C. Profit Sharing Plan | Augusta Oncology Associates, P.C. | GA | 209 | $16.2M | $300 |
| Bell & McCoy 401(k) Plan | Bell & McCoy | TX | 503 | $19.5M | $3,675 |
| Carl's Golfland, Inc. Profit Sharing & 401(k) Plan | Carl's Golfland, Inc. | MI | 174 | $11.7M | $1,700 |
| Compassmsp, LLC 401(k) Plan | Compassmsp, LLC | CT | 243 | $10.1M | $3,973 |
| Compliance 401(k) Multiple Employer Plan | Trismart Solar, LLC | TX | 254 | $558K | $415 |
| Constellation Industries Retirement Plan | Constellation Industries, LLC | TX | 186 | $2.7M | $1,056 |
| CRSG Corporate Plan | Construction and Realty Services Group, Inc. | NY | 356 | $11.1M | $19K |
| Global Healing Center 401(k) Plan | Global Healing Center, LP | TX | 149 | $11.0M | $4,400 |
| H & M Mechanical Constructors, Inc. Employee 401(k) Plan | H & M Mechanical Constructors, Inc. | TX | 438 | $16.0M | $6,699 |
| Lake Shore, Inc. Steelworkers Pension Plan | Oldenburg Group Incorporated | WI | 163 | $3.0M | $14K |
| Mountain King 2.0, LLC 401(k) Plan | Mountain King 2.0 LLC | TX | 310 | $2.4M | $3,556 |
| Movora Retirement Plan | Veterinary Orthopedic Implants, Inc. | FL | 156 | $6.5M | $9,834 |
| Network for Teaching Entrepreneurship Inc. 403(b) Plan | Network for Teaching Entrepreneurship | NY | 148 | $7.7M | $2,250 |
| Orohealth Corporation Retirement Plan | Orohealth Corporation | CA | 1,816 | $26.5M | $58K |
| Palm Engineering Construction Company Inc. Retirement Plan | Palm Engineering Construction Company Inc. | CA | 172 | $1.0M | $11K |
| Pioneer Contract Services, Inc. Profit Sharing Plan and Trust | Pioneer Contract Services, Inc. | TX | 126 | $8.8M | $2,086 |
| Raptor Petroleum 401(k) Plan | Raptor Petroleum, LLC | KY | 107 | $3.6M | $2,491 |
| Southern Michigan Bancorp, Inc. Employee Stock Ownership Plan | Southern Michigan Bancorp, Inc. | MI | 298 | $22.5M | $8,157 |
| Stanion Wholesale Electric Company, Inc. 401(k) Profit Sharing Plan | Stanion Wholesale Electric Company, Inc. | KS | 215 | $27.6M | $9,825 |
| Symons Advanced Value Employee Retirement Plan | Symons Fire Protection, Inc. | CA | 228 | $3.0M | $11K |
| Syracuse Dairy, LLC 401(k) Plan | Syracuse Dairy, LLC | KS | 265 | $9.8M | $100 |
| West Senior Services Retirement Savings Plan | Gary and Mary West Senior Services Inc. | CA | 162 | $6.2M | $9,741 |
| Zephyr Anesthesia, LLC 401(k) Plan Trust | Zephyr Anesthesia, LLC | LA | 140 | $29.9M | $4,023 |
Compensation that the plans report
| Line | First quartile | Median | Third quartile |
|---|---|---|---|
| Compensation for each participant | $10.62 | $18.78 | $38.90 |
| Compensation as a share of the net assets of the plan | 0.02% | 0.04% | 0.15% |
The amounts are what each plan reported for this organisation. They are not the total cost of a plan.
| Plan year | Plans | Compensation reported |
|---|---|---|
| 2025 (not complete) | 28 | $366K |
| 2024 | 19 | $153K |
| 2023 | 5 | $96K |
| 2022 | 0 | $0 |
| 2021 | 0 | $0 |
| 2020 | 0 | $0 |
| 2019 | 0 | $0 |
| 2018 | 0 | $0 |
| 2017 | 0 | $0 |
| 2016 | 0 | $0 |
| 2015 | 0 | $0 |
| 2014 | 0 | $0 |
| 2013 | 0 | $0 |
| 2012 | 0 | $0 |
| 2011 | 0 | $0 |
| 2010 | 0 | $0 |
| 2009 | 0 | $0 |
Client plans by size, state and service
By plan size
- 100 to 249 participants
- 17 plans
- 250 to 499 participants
- 8 plans
- 500 to 999 participants
- 1 plans
- 1,000 to 4,999 participants
- 1 plans
By service code
- Other services
- 12 plans
- Recordkeeping and information management
- 7 plans
- Contract Administrator
- 6 plans
- Participant loan processing
- 6 plans
- Investment advisory (plan)
- 1 plans
- Plan Administrator
- 1 plans
By state of the plan sponsor
- California
- 5 plans
- Connecticut
- 1 plans
- Florida
- 1 plans
- Georgia
- 1 plans
- Kansas
- 2 plans
- Kentucky
- 1 plans
- Louisiana
- 1 plans
- Michigan
- 2 plans
- Mississippi
- 1 plans
- New Jersey
- 1 plans
- New York
- 2 plans
- Oregon
- 1 plans
- Texas
- 7 plans
- Wisconsin
- 1 plans
Cite this page
My Plan Facts. "Economic Group Pension Services." https://myplanfacts.com/provider/economic-group-pension-services-862963468/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.
Where this page gets its figures
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, Schedule C Part I line 2. The datasets are in the public domain. The site groups the rows by the EIN that each plan gives for the provider. A row without an EIN goes to the EIN that plans give most for the same name. A provider that fewer than 25 plans name has no page. How the figures are made. Report an error.
Search engines do not list this page. The site asks for 50 plans or more that name a provider.
Questions
How much did a plan report for this organisation?
The median was $18.78 for each participant, across 27 plans that reported an amount for plan year 2024. The middle half of the plans reported $10.62 to $38.90. The amount depends on the services that a plan buys.
Which services do the plans report?
12 plans report the service code 49: Other services. 7 plans report the service code 15: Recordkeeping and information management. 6 plans report the service code 13: Contract Administrator.
Why is a plan not on the list?
Schedule C lists a provider only when the plan paid it $5,000 or more. Only plans with 100 or more participants file Schedule C. The site groups the rows by the EIN of the provider.