Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
I.E. Shaffer & Co.
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, 34 retirement plans with 100 or more participants reported paying I.E. Shaffer & Co. $5,000 or more. Those plans cover 50,346 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $5.2M. Per plan, the median was $99.46 per participant, with the middle half of plans between $81.81 and $149. 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 Jersey (34).
In 2009 it appeared on 22 such filings; in 2024, 34. 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 | $81.81 | $99.46 | $149 |
| Compensation as a share of plan net assets | 0.06% | 0.14% | 6.7% |
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 |
|---|---|---|---|---|---|
| District 65 Pension Plan | Board of Trustees of the District 65 Pension Plan | NJ | 4,512 | $1.3M | $198K |
| Joint Pension Fund of Local Union No 102 | Joint Pension Fund of Local Union No 102 IBEW Board of Trustees | NJ | 4,355 | $718M | $346K |
| IBEW Local Union No 102 Surety Plan | IBEW Local Union No 102 Surety Plan Board of Trustees | NJ | 3,912 | $684M | $125K |
| Refrigeration, A/c & Service Div. (Ua-Nj) Pension Plan | Refrigeration, A/c & Service Div. (Ua-Nj) Pension Fund | NJ | 3,374 | $410M | $473K |
| Local 351 IBEW Pension Plan | Board of Trustees Local 351 Pension Fund | NJ | 3,230 | $541M | $332K |
| Refrigeration, A/c & Service Div. (Ua-Nj) Annuity Plan | Refrigeration, A/c & Service Div. (Ua-Nj) Annuity Fund | NJ | 2,730 | $418M | $242K |
| IBEW Local 351 Surety Plan | IBEW Local 351 Surety Fund Trustees | NJ | 2,688 | $676M | $341K |
| UFCW Local 174 Pension Fund | Board of Trustees-Ufcw Local 174 Pension Fund | NJ | 2,666 | $1.9M | $205K |
| Electricians Annuity Plan - IBEW Local 456 | Electricians Annuity Fund IBEW Local 456 | NJ | 2,170 | $355M | $249K |
| Plumbers Local 9 Pension Plan | Plumbers Local 9 Pension Fund | NJ | 1,867 | $307M | $388K |
| Plumbers & Pipefitters Local 9 Surety Plan | Plumbers and Pipefitters Local 9 Surety Fund | NJ | 1,723 | $311M | $170K |
| UA Plumbers Local 24 Pension Fund | Plumbers Pension Fund Local 24 Board of Trustees | NJ | 1,701 | $208M | $169K |
| IBEW Local 269 Pension Plan | IBEW Local 269 Pension Fund | NJ | 1,589 | $220M | $330K |
| United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund | Bd. of Trustees,ups Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund | NJ | 1,531 | $64.1M | $129K |
| I.B.E.W. Local 456 Pension Plan | IBEW Joint Pension Fund Local 456 | NJ | 1,470 | $300M | $382K |
| Local Union 400 IBEW Joint Annuity Plan | Trustees of Local 400 IBEW Joint Annuity Fund | NJ | 1,433 | $276M | $169K |
| Plumbers Local 24 Annuity Fund | Plumbers Local 24 Annuity Fund | NJ | 1,222 | $190M | $94K |
| Newsguild of New York Publishers Pension Fund | Newsguild of New York Publishers Pension | NJ | 872 | $17.3M | $110K |
| UFCW Union Local 919 & Contributing Employers Non-Food Pension Fund | UFCW Union Local 919 & Contrib Empl Non-Food Pension Fund | NJ | 821 | $127K | $67K |
| UFCW Local 174 Retail Pension Fund | Board of Trustees-Ufcw Local 174 Retail Pension Fund | NJ | 766 | $866K | $63K |
| Schiffli Embroidery Workers Pension Fund | Schiffli Embroidery Workers Pen. | NJ | 743 | $316K | $69K |
| UFCW Local 50 Pension Fund | UFCW Local 50 Pension Fund Board of Trustees | NJ | 734 | $954K | $58K |
| Southern Council of Industrial Workers Pension Plan | BRD of Trust of the Southern Coun- Cil of Industrial Workers Pen Fund | NJ | 600 | −$4.0M | $41K |
| Wine and Liquor Salesmen of NJ Retirement Plan | Trustees-Wine and Liquor Salesmen of NJ Retirement Fund | NJ | 545 | $729K | $47K |
| Radio, TV & Recording Arts Pension Fund | Board of Trustees of the Radio, TV & Recording Arts Pension Fund | NJ | 511 | $93.2M | $78K |
| Radio, TV & Recording Arts Annuity Fund | Board of Trustees of the Radio, TV & Recording Arts Annuity Fund | NJ | 507 | $6.2M | $40K |
| Composition Roofers Local #4 Pension Plan | Trustees - Composition Roofers Local #4 Pension Plan | NJ | 503 | $66.2M | $41K |
| Management-Labor Pension Fund Local 1730 Ila | Management-Labor Pension Fund Local 1730 Ila | NJ | 383 | $59.6M | $38K |
| U.T.W.A. N.J. Union Employer Pension Plan | Trustees U.T.W.A. N.J. Union Employer Pension Fund | NJ | 356 | $193K | $85K |
| Wyoming Carpenters Pension Plan | Wyoming Carpenters Employers Pension | NJ | 235 | −$17.2M | $24K |
| Carpenters Industrial Council of Eastern Pennsylvania Pension Plan | The Trustee of the Carpenters Industrial Council of Eastern | NJ | 210 | $11.3M | $52K |
| UFCW Union Local 1049 Retirement Fund | UFCW Union Local 1049 Retirement Fund | NJ | 149 | $72K | $23K |
| Retirement Fund of Local 1482 Paint and Allied Products Manufacturers | Retirement Fund of Local 1482 Paint and Allied Products Manufacturers | NJ | 129 | $12.1M | $41K |
| Asbestos Workers Union Local No. 64 Pension Plan | Asbestos Workers Union Local No. 64 | NJ | 109 | $69K | $28K |
Questions and answers
How many plans does I.E. Shaffer & Co. serve?
34 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 I.E. Shaffer & Co.?
The median plan reported $99.46 per participant in direct and indirect compensation (34 plans reporting an amount), or 0.14% 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 (26 plans), Plan Administrator (7 plans), Actuarial (3 plans) and Consulting (pension) (1 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.