Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Hicks 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.
For plan year 2024, 30 retirement plans with 100 or more participants reported paying Hicks Pension Services $5,000 or more. Those plans cover 13,972 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $267K. Per plan, the median was $21.31 per participant, with the middle half of plans between $6.32 and $50.22. 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 (28), Nevada (1) and Washington (1).
In 2009 it appeared on 6 such filings; in 2024, 31. 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 | $6.32 | $21.31 | $50.22 |
| Compensation as a share of plan net assets | 0.04% | 0.06% | 0.08% |
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 |
|---|---|---|---|---|---|
| Sunview 401(k) Plan | Sunview Vineyards of California, Inc. | CA | 4,707 | $15.1M | $2,475 |
| BW Supplies, LLC 401(k) Profit Sharing Plan | BW Supplies, LLC | CA | 1,295 | $8.4M | $8,001 |
| Ah Capital Management, L.L.C. 401(k) Plan | Ah Capital Management, L.L.C. | CA | 758 | $96.3M | $40K |
| International Aerospace Coatings, Inc. 401(k) Plan | International Aerospace Coatings, Inc. | WA | 595 | $3.1M | $10K |
| Sierra Circuits, Inc. 401(k) Plan | Sierra Circuits, Inc. | CA | 577 | $30.9M | $23K |
| J. Marchini & Son, Inc. 401(k) Plan | J. Marchini & Son, Inc. | CA | 565 | $2.9M | $1,125 |
| Amen Clinics, Inc. 401(k) Plan | Amen Clinics, Inc. | CA | 432 | $7.0M | $5,607 |
| Northern Refrigerated Transportation, Inc. 401(k) Profit Sharing Plan | Northern Refrigerated Transportation, Inc. | CA | 403 | $32.0M | $3,454 |
| Hal Hays Construction, Inc. Retirement Savings Plan | Hal Hays Construction, Inc. | CA | 398 | $3.4M | $1,500 |
| Excel Cabinets, Inc. 401(k) Plan | Excel Cabinets, Inc. | CA | 332 | $3.8M | $1,876 |
| Vca Retirement Benefit Plan | Vacaville Christian Academy DBA Vacaville Christian Schools | CA | 329 | $4.1M | $1,100 |
| Coit Services, Inc. Employee Savings & Retirement Plan | Coit Services, Inc. | CA | 298 | $12.5M | $29K |
| Munger Bros., LLC 401(k) Plan | Munger Bros., LLC | CA | 286 | $8.9M | $4,042 |
| Vse 401(k) Profit Sharing Plan | Vse LLC | CA | 284 | $30.3M | $19K |
| Redbarn Pet Products 401(k) Profit Sharing Plan | Redbarn Pet Products, LLC | CA | 244 | $7.5M | $2,674 |
| Sunridge Nurseries, Inc. 401(k) Plan | Sunridge Nurseries, Inc. | CA | 199 | $6.8M | $8,173 |
| Image Options Retirement Savings Plan | Image Options | CA | 196 | $11.2M | $7,460 |
| Terraphase Engineering 401(k) Plan | Terraphase Engineering | CA | 192 | $30.3M | $18K |
| City Ventures Communities, LLC 401(k) Plan | City Ventures Communities, LLC | CA | 184 | $18.0M | $11K |
| LBC Holdings, Inc. 401(k) Profit Sharing Plan | LBC Holdings, Inc. | CA | 182 | $7.3M | $7,361 |
| A & K Earth Movers, Inc. Retirement Plan | A & K Earth Movers, Inc. | NV | 174 | $8.7M | $6,766 |
| Minturn Nut Co., Inc. 401(k) Plan | Minturn Nut Co., Inc. | CA | 168 | $6.0M | $4,200 |
| Fresno M, LLC 401(k) Plan | Fresno M, LLC | CA | 167 | $3.2M | $1,126 |
| Prime Electrical 401(k) Profit Sharing Plan | Prime Electrical Services, Inc. | CA | 159 | $3.8M | $625 |
| Artemis Consulting, LLC 401(k) Profit Sharing Plan | Artemis Consulting, LLC | CA | 153 | $10.2M | $625 |
| Shelter, Inc. Employee Retirement 403(b) Plan | Shelter, Inc. | CA | 152 | $3.0M | $15K |
| Irritec USA Retirement Trust | Irritec USA, Inc. | CA | 151 | $6.2M | $5,186 |
| Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan | Semler Brossy Consulting Group LLC | CA | 150 | $24.3M | $10K |
| Tony's Express, Inc. & Economy Packaging, Inc. 401(k) Plan | Tony's Express, Inc. & Economy Packaging, Inc. | CA | 135 | $1.8M | $16K |
| California Human Development Corporation 403(b) Retirement Plan | California Human Development Corporation | CA | 107 | $3.0M | $1,625 |
Questions and answers
How many plans does Hicks Pension Services serve?
30 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 Hicks Pension Services?
The median plan reported $21.31 per participant in direct and indirect compensation (30 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 (18 plans), Participant loan processing (10 plans), Recordkeeping and information management (8 plans) and Other services (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.