Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
M2B Retirement Consulting, LLC
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, 54 retirement plans with 100 or more participants reported paying M2B Retirement Consulting, LLC $5,000 or more. Those plans cover 27,536 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $424K. Per plan, the median was $20.33 per participant, with the middle half of plans between $11.30 and $35.93. 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 Pennsylvania (35), Ohio (5) and West Virginia (4).
In 2018 it appeared on 10 such filings; in 2024, 56. 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 | $11.30 | $20.33 | $35.93 |
| Compensation as a share of plan net assets | 0.04% | 0.06% | 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 |
|---|---|---|---|---|---|
| Regency Integrated Health Services 401(k) Plan | Regency Integrated Health Services | TX | 9,750 | $13.4M | $18K |
| Cardinal Senior Management 401(k) Plan | Cardinal Senior Management LLC | MI | 977 | $964K | $1,400 |
| Duolingo Retirement Trust | Duolingo, Inc. | PA | 977 | $94.4M | $16K |
| Universal Stainless & Alloy Products, Inc. Employees 401(k) Plan | Universal Stainless & Alloy Products, Inc. | PA | 941 | $36.2M | $17K |
| Diamond Drugs, Inc. 401(k) Plan | Diamond Drugs, Inc. | PA | 892 | $47.4M | $15K |
| Propel Schools 403(b) Plan | Propel Schools | PA | 876 | $22.9M | $1,450 |
| Ehca 401(k) Retirement Plan | Erie Homes for Children and Adults, Inc. | PA | 672 | $14.6M | $17K |
| Allied Resources Group 401(k) Plan | Allied Resources Group LLC | PA | 658 | $26.0M | $12K |
| 403(b) Thrift Plan of the Community Action Or | Community Action Organization of Western New York, Inc. | NY | 531 | $6.8M | $44K |
| New View Alliance Savings Plan | New View Alliance | NY | 511 | $10.8M | $5,836 |
| Miller Welding & Machine Company 401(k) Profit Sharing Plan | Miller Welding & Machine Company | PA | 506 | $27.3M | $14K |
| Community Care of West Virginia, Inc. 401(k) Profit Sharing Plan | Community Care of West Virginia, Inc. | WV | 484 | $18.7M | $7,710 |
| GMS Mine Repair and Maintenance, Inc. 401(k) Profit Sharing Plan | GMS Mine Repair and Maintenance, Inc. | MD | 483 | $16.5M | $6,182 |
| Aog LLC DBA Trufoodmfg 401(k) Plan | Aog LLC DBA Trufood MFG | PA | 435 | $5.7M | $8,653 |
| Inspira Health Group 401(k) Retirement Plan | Calcutta Health Care Center | OH | 390 | $7.1M | $3,700 |
| Justiceworks Youthcare Inc. 401(k) Profit Sharing Plan | Justiceworks Youthcare, Inc. | PA | 389 | $7.3M | $5,598 |
| Waseyabek Development Company 401(k) Plan | Waseyabek Development Company, LLC | MI | 365 | $11.0M | $2,762 |
| Ospta 401(k) Safe Harbor Plan | Orthopedic and Sports Physical Therapy Associates, Inc. | PA | 362 | $37.1M | $8,491 |
| Everstream Solutions 401(k) Profit Sharing Plan & Trust | Everstream Solutions, LLC | OH | 360 | $17.5M | $17K |
| Ohio Valley Physicians, Inc. 401(k) Plan | Ohio Valley Physicians, Inc. | WV | 334 | $11.8M | $22K |
| Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan | Westmoreland Casemanagement and Supports, Inc. | PA | 325 | $14.6M | $11K |
| Center for Organ Recovery & Education 401(k) Profit Sharing Plan | Center for Organ Recovery & Education | PA | 301 | $35.3M | $675 |
| Healthnet Aeromedical Services 401(k) Plan | Healthnet Aeromedical Services Inc. DBA Healthnet Aeromedical Services | WV | 293 | $7.7M | $6,244 |
| Krystal Biotech, Inc. 401(k) Plan | Krystal Biotech, Inc. | PA | 290 | $15.8M | $1,124 |
| Gecko Robotics, Inc. 401(k) Plan | Gecko Robotics, Inc. | PA | 282 | $11.8M | $1,100 |
| Top Flite Financial Inc. 401(k) Profit Sharing Plan & Trust | Top Flite Financial Inc. | MI | 265 | $13.4M | $9,673 |
| Allegheny Bradford 401(k) Retirement Plan | Allegheny Bradford Corp. | PA | 244 | $13.2M | $9,354 |
| Easter Seals Western and Central Pennsylvania Retirement Savings Plan | Easter Seals Western and Central Pennsylvania | PA | 239 | $4.1M | $4,470 |
| Gallagher Home Health Services 401(k) Profit Sharing Plan | Gallagher Home Health Service | PA | 231 | $3.8M | $2,600 |
| CLEANWATER1 401(k) Savings Plan | CLEANWATER1, Inc. | CA | 228 | $12.2M | $1,200 |
| Keystone Collections Group 401(k) Profit Sharing Plan | Kratzenberg & Associates, Inc.dba Keystone Collections Group | PA | 227 | $9.4M | $5,643 |
| Families United Network 401(k) Plan | Families United Network | PA | 226 | $4.7M | $17K |
| Oakmont Country Club 401(k) Plan | Oakmont Country Club | PA | 216 | $5.8M | $850 |
| Barnhart, Inc. 401(k) Profit Sharing Plan | Barnhart, Inc. | PA | 203 | $4.3M | $4,250 |
| Sherriff-Goslin Company Profit Sharing Plan | Sherriff-Goslin Company | MI | 199 | $10.2M | $11K |
| Keystone Clippers, LLC 401(k) Plan | Keystone Clippers, LLC | PA | 196 | $1.6M | $1,451 |
| Accudyn Products, Inc. 401(k) Profit Sharing Plan | Accudyn Products, Inc. | PA | 182 | $6.1M | $3,675 |
| Mascaro Services, Inc. 401(K)/PROFIT Sharing Plan | Mascaro Services, Inc. | PA | 178 | $50.7M | $642 |
| Godfrey & Wing, LLC Retirement Savings Plan | Godfrey & Wing, LLC | OH | 176 | $4.2M | $2,063 |
| Highlands Automotive Holdings, Inc. 401(k) Plan | Highlands Automotive Holdings, Inc. | WV | 171 | $5.5M | $3,500 |
Questions and answers
How many plans does M2B Retirement Consulting, LLC serve?
54 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 M2B Retirement Consulting, LLC?
The median plan reported $20.33 per participant in direct and indirect compensation (54 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 (28 plans), Other services (19 plans), Recordkeeping and information management (11 plans) and Participant loan processing (10 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.