Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Investment Performance Services LLC
Most often reported for investment advisory and management
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.
Investment Performance Services LLC is named as a service provider on the Schedule C of 107 retirement plans with 100 or more participants for plan year 2024, covering 663,583 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $11.2M. Per plan, the median was $31.14 per participant, with the middle half of plans between $14.36 and $57.54. 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 Maryland (26), New Jersey (13) and Pennsylvania (12).
In 2009 it appeared on 71 such filings; in 2024, 108 (up 52%). 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 | $14.36 | $31.14 | $57.54 |
| Compensation as a share of plan net assets | 0.02% | 0.05% | 0.09% |
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 |
|---|---|---|---|---|---|
| Bricklayers & Trowel Trades International Pension Fund | Bricklayers & Trowel Trades Intl Pension FD BD of Trustee | DC | 76,992 | $1.90B | $105K |
| Pension Trust Fund for Operating Engineers | Board of Trustees, Pension Trust Fund for Operating | CA | 45,574 | $5.40B | $607K |
| Eastern Atlantic States Carpenters Pension Fund | Board of Trustees Eastern Atlantic States Carpenters Pension Fund | PA | 39,234 | $4.55B | $571K |
| Felra & UFCW Pension Plan | Board of Trustees, Felra & UFCW Pension | MD | 38,910 | $1.43B | $286K |
| Eastern Atlantic States Carpenters Annuity Fund | Board of Trustees Eastern Atlantic States Carpenters Annuity Fund | PA | 34,950 | $2.17B | $315K |
| National Automatic Sprinkler Industry Pension Fund | National Automatic Sprinkler Industry Pension Fund JT Board of Trustee | MD | 34,009 | $4.75B | $200K |
| Sprinkler Industry Supplemental Pension Fund | Sprinkler Industry Supplemental Pension Fund Joint Board of Trustees | MD | 29,607 | $2.94B | $179K |
| UFCW Local 1262 & Employers Pension Fund | Trustees UFCW Local 1262 Pension Fund | NJ | 25,701 | $999M | $200K |
| Central Pennsylvania Teamsters Defined Benefit Plan | Central Pennsylvania Teamsters Pension Fund, Trustees | PA | 25,602 | $1.49B | $190K |
| Southern California Ibew-Neca Pension Plan | Board of Trustees, Southern California Ibew-Neca | CA | 18,310 | $1.58B | $267K |
| Electrical Workers Local No. 26 Pension Trust Fund | Electrical Workers Local No 26 Pension Trust Fund | MD | 13,539 | $1.03B | $225K |
| Operating Engineers Local 825 Profit Sharing Fund | Operating Engineers Local 825 Profit Sharing Fund | NJ | 12,327 | $1.51B | $163K |
| Ufcw-Giant Variable Annuity Fund | Board of Trustees Ufcw-Giant Variable Annuity Fund | MD | 12,031 | $52.2M | $208K |
| Operating Engineers Local No. 825 Pension Fund | Operating Engineers Local No. 825 Pension Fund | NJ | 11,674 | $1.19B | $260K |
| UFCW Unions and Participating Employers Pension Plan | Board of Trustees the UFCW Unions and Participating Employers Pension | MD | 11,636 | $94.1M | $90K |
| Midwest Pension Plan | Board of Trustees - Midwest Pension Plan | IL | 11,544 | $122M | $56K |
| Unite Here! Local 54 Severance Fund | Jt. Bd. of Trustees of the Unite Here! Local 54 | NJ | 9,882 | $40.6M | $60K |
| Teamsters Local 639 - Employers Pension Trust Fund | Joint Board of Trustees Teamsters Local 639 - Employers Pension Trust | DC | 9,501 | $1.72B | $294K |
| Central Pennsylvania Teamsters Retirement Income Plan 1987 | Central Pennsylvania Teamsters Pension Fund, Trustees | PA | 8,238 | $795M | $190K |
| Insulators and Allied Workers National Pension Fun | Board of Trustees of the Insulators and Allied Workers National Pensio | FL | 7,203 | $596M | $175K |
| Local 68 Engineers Union Annuity Plan | Local 68 Engineers Union Annuity Fund Board of Trustees | NJ | 7,033 | $971M | $268K |
| San Diego Electrical Pension Plan | San Diego Electrical Pension Trust | CA | 7,024 | $558M | $187K |
| IBEW Local 613 Defined Contribution Pension Plan | Trustees of IBEW Local 613 Defined Contribution Pension Plan | GA | 6,991 | $752M | $40K |
| UFCW and Safeway Variable Annuity Pension Fund | Board of Trustees - UFCW and Safeway Variable Annuity Pension Fund | MD | 6,873 | $30.8M | $100K |
| Tri-State Carpenters and Joiners Pension Trust Fund | Board of Trustees - Tri-State Carpenters and Joiners Pension | TN | 5,492 | $451M | $92K |
| Operating Engineers Local 77 Individual Account Plan | Board of Trustees Operating Engineers Local 77 Individual Account Plan | MD | 5,491 | $51.7M | $38K |
| Local 68 Engineers Union Pension Plan | Local 68 Engineers Union Pension Fund Board of Trustees | NJ | 5,417 | $462M | $140K |
| Carolina Electrical Workers Retirement Fund | Board of Trustees of Carolina Electrical Workers Retirement Fund | FL | 5,190 | $154M | $128K |
| IBEW 332 Pension Plan - Part a | Board of Trustees, IBEW 332 Pension Plan - Part a | CA | 4,680 | $816M | $147K |
| Laborers District Council Pension and Disability Trust Fund No. 2 | Laborers District Council Pension and Disability Trust Fund No. 2 | MD | 4,494 | $146M | $110K |
| Laborers Local 57 Industrial Pension Plan | Trustees of Laborers Local 57 Industrial Pension | PA | 4,325 | $338M | $145K |
| Masters, Mates & Pilots Pension Plan | Board of Trustees of Masters, Mates & Pilots Pension Plan | MD | 4,220 | $328M | $23K |
| Sheet Metal Workers Pension Fund of Local Union No. 19 | Sheet Metal Workers Pension Fund of Local Union | PA | 4,207 | $519M | $210K |
| Hollow Metal Pension Fund | Hollow Metal Pension Fund | NY | 4,204 | $76.8M | $68K |
| Usw District 10, Local 286, Pension Plan | Board of Trustees Usw District 10,LOCAL 286, | PA | 4,012 | $72.2M | $50K |
| Plumbers and Steamfitters Local 486 Pension Fund | Plumbers and Steamfitters 486 Pension Fund Board of Trustees | MD | 3,602 | $382M | $210K |
| Operating Engineers Local No 37 Severance & Annuity Fund | BRD of Trustees Oe 37 S&a Fund | MD | 3,496 | $83.0M | $50K |
| Tile Industry Retirement Savings Trust Fund | Board of Trustees, Tile Industry Retirement Savings | CA | 3,438 | $130M | $80K |
| Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan | Pipefitters Local Union NO.537 | MA | 3,374 | $776M | $45K |
| IBEW Local 595 Pension Plan | Board of Trustees, IBEW Local 595 Pension Plan | CA | 3,345 | $545M | $207K |
Questions and answers
How many plans does Investment Performance Services LLC serve?
107 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 Investment Performance Services LLC?
The median plan reported $31.14 per participant in direct and indirect compensation (106 plans reporting an amount), or 0.05% 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 Investment advisory (plan) (90 plans), Consulting (general) (28 plans), Investment management (6 plans) and Custodial (securities) (2 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.