Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Economic Group Pension Services
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.
Economic Group Pension Services is named as a service provider on the Schedule C of 111 retirement plans with 100 or more participants for plan year 2024, covering 73,820 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $1.5M. Per plan, the median was $23.56 per participant, with the middle half of plans between $13.10 and $40.60. 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 (23), Texas (18) and Florida (16).
In 2017 it appeared on 6 such filings; in 2024, 112. 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 | $13.10 | $23.56 | $40.60 |
| Compensation as a share of plan net assets | 0.03% | 0.06% | 0.14% |
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 |
|---|---|---|---|---|---|
| Hni Corporation 401(k) Plan | Hni Corporation | IA | 11,042 | $1.47B | $23K |
| Jackson Partners 401(k) Plan | Jackson Therapy Partners LLC | FL | 3,284 | $8.5M | $23K |
| On the Border 401(k) Savings Plan | Otb Acquisition LLC | TX | 3,174 | $13.2M | $38K |
| Jackson Healthcare 401(k) Savings Plan | Jackson Healthcare, LLC | GA | 2,880 | $206M | $70K |
| Dimension Hospitality, LLC 401(k) Plan | Dimension Hospitality, LLC | FL | 2,671 | $25.7M | $30K |
| Cams 401(k) Plan | Consolidated Asset Management Services, LLC | TX | 1,909 | $203M | $61K |
| Kings Seafood Company, LLC 401(k) Profit Sharing Plan | Kings Seafood Company, LLC | CA | 1,816 | $22.2M | $68K |
| Correct Craft Holding Company Retirement Plan | Correct Craft Holding Company, LLC | FL | 1,730 | $49.7M | $87K |
| Path Corporation 403(b) Plan | Path | CA | 1,673 | $16.6M | $26K |
| Howard Industries, Inc. Retirement Savings Plan | Howard Industries, Inc. | MS | 1,474 | $88.0M | $16K |
| Nrp-Fl 401(k) Retirement Plan | Neighborhood Restaurant Partners Florida, LLC | FL | 1,402 | $3.9M | $11K |
| Sexing Technologies 401(k) Plan | Inguran LLC DBA Sexing Technologies | TX | 1,338 | $35.0M | $26K |
| XL Companies 401(k) Retirement Plan | XL Companies, LLC | NV | 1,308 | $5.4M | $5,710 |
| Lifesouth 403(b) Plan | Lifesouth Community Blood Centers, Inc. | FL | 1,202 | $12.0M | $3,009 |
| The Family 401(k) Plan | Denco Family, Inc. | CA | 1,181 | $2.6M | $7,433 |
| Pacific Rim Mechanical Contractors, Inc. 401(k) Plan | Pacific Rim Mechanical Contractors, Inc. | CA | 1,147 | $80.3M | $6,150 |
| DPC Retirement Plan | Diversified Protection Corporation | SC | 1,113 | $9.9M | $11K |
| Hci Systems, Inc. 401(k) Profit Sharing Plan | Hci Systems, Inc. | CA | 1,104 | $22.2M | $58K |
| Cams Union Retirement Plan | Consolidated Asset Management Services, LLC | TX | 1,041 | $89.5M | $26K |
| KPS Global, LLC 401(k) Plan | KPS Global, LLC | TX | 1,008 | $45.3M | $19K |
| Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan | Milwaukee Center for Independence, Inc. | WI | 981 | $24.8M | $46K |
| 20/20 Plumbing & Heating, Inc. 401(k) Plan | 20/20 Plumbing & Heating, Inc. | CA | 862 | $19.1M | $18K |
| Neighborhood Restaurant Partners, LLC 401(k) Plan | Neighborhood Restaurant Partners, LLC | FL | 840 | $5.9M | $11K |
| Cross River Bank 401(k) Plan | Cross River Bank | NJ | 816 | $53.3M | $22K |
| Crunch 401(k) Plan | Crunch Holdings, LLC | NY | 758 | $2.3M | $7,295 |
| Lifesouth Retirement Plan | Lifesouth Community Blood Centers Inc. | FL | 723 | $28.5M | $12K |
| Cancer Specialists of North Florida 401(k) Plan | Cancer Specialists, LLC | FL | 699 | $57.4M | $24K |
| American Homestar Corporation 401(k) Retirement Plan | American Homestar Corporation | TX | 688 | $14.5M | $464 |
| Finfrock Holdings, Inc. 401(k) Profit Sharing Plan | Finfrock Holdings, Inc. | FL | 680 | $58.9M | $13K |
| O'Connell Landscape Maintenance, Inc. 401(k) Plan | O'Connell Landscape Maintenance, Inc. | CA | 672 | $3.7M | $4,000 |
| Discovery Schools 401(k) Plan | Discovery Health Sciences Foundation, Inc. | LA | 629 | $13.3M | $10K |
| Bronx Charter School for Excellence 403(b) Deferred Compensation Plan | Bronx Charter School for Excellence | NY | 589 | $12.7M | $13K |
| Family Health Center of Worcester, Inc. 403(b) Plan | Family Health Center of Worcester, Inc. | MA | 572 | $13.1M | $4,492 |
| Goodwill Industries of Lane & South Coast Counties 403(b) Plan | Goodwill Industries of Lane & South Coast Counties | OR | 567 | $6.4M | $7,640 |
| Central Washington Asphalt, Inc. Retirement Plan | Central Washington Asphalt, Inc. | WA | 511 | $12.7M | $2,948 |
| Ampirical Solutions 401(k) Plan | Ampirical Solutions, LLC | LA | 498 | $30.2M | $7,298 |
| Integra Technologies 401(k) Savings Plan | Integra Technologies Inc. | KS | 493 | $33.6M | $1,725 |
| Cedar Community Retirement Savings Plan | Benevolent Corporation Cedar Community | WI | 486 | $21.2M | $8,447 |
| Criticalpoint Capital, LLC 401(k) Plan | Criticalpoint Partners, LLC | CA | 477 | $25.2M | $59K |
| South Georgia Pecan Company, Inc. 401(k) Profit Sharing Plan | South Georgia Pecan Company, Inc. | GA | 472 | $15.7M | $7,278 |
Questions and answers
How many plans does Economic Group Pension Services serve?
111 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 Economic Group Pension Services?
The median plan reported $23.56 per participant in direct and indirect compensation (110 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 (51 plans), Other services (36 plans), Recordkeeping and information management (13 plans) and Accounting (including auditing) (7 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.