Insperity Retirement 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
- 26
- Participant records in those plans
- 244,144
- States
- 9
26 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 $8.0M of compensation to the organisation, direct and indirect.
By plans that name it, it was number 185 of 199 providers whose plans report recordkeeping and administration most often.
The number of plans that name it rose by 15.8% 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 65.4% 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 |
|---|---|---|---|---|---|
| Atrium Insight Inc. 401(k) | Atrium Insight Inc. | CA | 155 | $12.2M | $2,331 |
| Beacon Therapeutics (USA), Inc. 401(k) Plan | Beacon Therapeutics (USA), Inc. | FL | 121 | $6.7M | $1,825 |
| Bend Bioscience 401(k) Plan | Corerx, Inc. DBA Bend Bioscience | FL | 227 | $47.3M | $5,400 |
| California Regional Multiple Listing Services, Inc. 401(k) Plan | California Regional Multiple Listing Services, Inc. | CA | 138 | $6.3M | $2,525 |
| Dalkia Energy Solutions, LLC 401(k) Plan | Dalkia Energy Solutions, LLC | MA | 300 | $13.9M | $3,856 |
| Esjoule, LLC 401(k) Plan | Esjoule, LLC | CA | 110 | $8.5M | $1,050 |
| FMC Practice Services, LLC 401(k) Savings Plan | FMC Practice Services, LLC | MA | 446 | $49.5M | $6,600 |
| Griffin Dewatering Corporation Savings and Profit Sharing Retirement Plan | Griffin Dewatering, LLC | TX | 175 | $9.7M | $1,526 |
| Ids International 401(k) Plan | Ids International Group LLC | VA | 582 | $9.1M | $2,825 |
| Insperity 401(k) Plan | Insperity Holdings, Inc. | TX | 231,912 | $9.38B | $7.7M |
| Insperity Corporate 401(k) Plan | Insperity Holdings, Inc. | TX | 6,117 | $647M | $222K |
| Ispace Technologies U.S., Inc. 401(k) Plan | Ispace Technologies U.S., Inc. | CO | 129 | $3.3M | $675 |
| National Grid Renewables Development, LLC 401(k) Plan | National Grid Renewables Development, LLC | MN | 322 | $20.6M | $3,075 |
| Pacific Cardiovascular Associates Medical Group, Inc. 401(k) Savings Plus Plan | Pacific Cardiovascular Associates Medical Group, Inc. | CA | 184 | $12.4M | $2,625 |
| Phoenix Energy One, LLC 401(k) Plan | Phoenix Energy One, LLC | CA | 219 | $3.7M | $2,575 |
| Promex Industries, Inc. 401(k) Plan | Promex Industries, Inc. | CA | 137 | $7.5M | $13K |
| Ra CCS, LLC 401(k) Plan | Ra CCS, LLC | TX | 128 | $1.3M | $1,405 |
| R Bank Texas 401(k) Plan | R Bank Texas | TX | 188 | $7.1M | $3,435 |
| Sbux Management Associates, LLC 401(k) Plan | Sbux Management Associates, LLC | IN | 799 | $2.4M | $73K |
| Sherwood Design Engineers 401(k) Profit Sharing Plan | Sherwood Design Engineers, Ltd. | CA | 165 | $8.6M | $1,062 |
| SP Vessel Buyer LLC | SP Vessel Buyer LLC 401(k) Plan | FL | 398 | $9.8M | $7,051 |
| Sumo Group, Inc. 401(k) Plan | Sumo Group, Inc. | TX | 165 | $5.0M | $2,930 |
| The Thornhill Companies 401(k) Plan | Nicholas Bagshaw Company | CA | 158 | $9.0M | $2,808 |
| Tunein, Inc. 401(k) Plan | Tunein, Inc. | CA | 227 | $10.5M | $1,537 |
| Uniphar USA 401(k) Plan | Uniphar USA Inc. | MS | 187 | $1.6M | $50 |
| Verdun 401(k) Retirement Plan | Verdun Management Co. LLC | TX | 455 | $89.6M | $1,000 |
Compensation that the plans report
| Line | First quartile | Median | Third quartile |
|---|---|---|---|
| Compensation for each participant | $8.93 | $14.53 | $18.15 |
| Compensation as a share of the net assets of the plan | 0.01% | 0.03% | 0.06% |
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) | 21 | $8.4M |
| 2024 | 22 | $8.0M |
| 2023 | 19 | $7.1M |
| 2022 | 20 | $6.8M |
| 2021 | 17 | $6.8M |
| 2020 | 17 | $6.3M |
| 2019 | 12 | $6.0M |
| 2018 | 9 | $6.1M |
| 2017 | 10 | $5.4M |
| 2016 | 8 | $4.9M |
| 2015 | 10 | $1.0M |
| 2014 | 9 | $915K |
| 2013 | 9 | $1.1M |
| 2012 | 8 | $1.1M |
| 2011 | 6 | $960K |
| 2010 | 5 | $875K |
| 2009 | 6 | $835K |
Client plans by size, state and service
By plan size
- 100 to 249 participants
- 17 plans
- 250 to 499 participants
- 5 plans
- 500 to 999 participants
- 2 plans
- 5,000 to 24,999 participants
- 1 plans
- 25,000 or more participants
- 1 plans
By service code
- Recordkeeping and information management
- 25 plans
- Participant loan processing
- 25 plans
- Participant communication
- 25 plans
- Contract Administrator
- 2 plans
- Copying and duplicating
- 2 plans
By state of the plan sponsor
- California
- 9 plans
- Colorado
- 1 plans
- Florida
- 3 plans
- Indiana
- 1 plans
- Massachusetts
- 2 plans
- Minnesota
- 1 plans
- Mississippi
- 1 plans
- Texas
- 7 plans
- Virginia
- 1 plans
Cite this page
My Plan Facts. "Insperity Retirement Services." https://myplanfacts.com/provider/insperity-retirement-services/. 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 $14.53 for each participant, across 26 plans that reported an amount for plan year 2024. The middle half of the plans reported $8.93 to $18.15. The amount depends on the services that a plan buys.
Which services do the plans report?
25 plans report the service code 15: Recordkeeping and information management. 25 plans report the service code 37: Participant loan processing. 25 plans report the service code 38: Participant communication.
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.