My Plan Facts

Providers › Recordkeeping and administration

Service provider · Schedule C, plan year 2024

My Benefits, 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.

28plans naming this provider
13,584participant records in those plans
$290Kcompensation reported, direct and indirect
$20.44median reported per participant28 plans with an amount

My Benefits, LLC is named as a service provider on the Schedule C of 28 retirement plans with 100 or more participants for plan year 2024, covering 13,584 participant records. Most often it is reported for recordkeeping and administration.

Reported compensation from those plans, direct and indirect, totalled $290K. Per plan, the median was $20.44 per participant, with the middle half of plans between $11.92 and $30.07. 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 Georgia (7), South Carolina (7) and Florida (6).

In 2014 it appeared on 7 such filings; in 2024, 28. 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 plans25th percentileMedian75th percentile
Compensation per participant$11.92$20.44$30.07
Compensation as a share of plan net assets0.05%0.09%0.18%

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

2009: 02010: 02011: 02012: 02013: 02014: 72015: 142016: 302017: 322018: 202019: 232020: 242021: 312022: 352023: 242024: 280352820092012201620202024
Plans with 100+ participants naming this provider
2009: $02010: $02011: $02012: $02013: $02014: $35K2015: $62K2016: $136K2017: $100K2018: $86K2019: $174K2020: $184K2021: $221K2022: $264K2023: $200K2024: $290K$0$290K20092012201620202024
Compensation reported by those plans

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

Contract Administrator16
Other services8
Recordkeeping and information management3
Participant loan processing2
Investment management1

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Palmetto Goodwill 401(k) PlanPalmetto GoodwillSC1,443$10.2M$18K
Technica LLC 401(k) PlanTechnica LLCSC1,315$16.6M$66K
Murgado Automotive Group 401(k) PlanMiami Automotive Retail, Inc.FL1,167$36.4M$530
Le Creuset of America, Inc. 401(k) Savings PlanLe Creuset of America, Inc.SC1,165$27.2M$350
Umansky Automotive Group Profit Sharing and Employee Savings PlanUmansky Umg, LLC DBA Umansky Motor CarsWI974$19.2M$16K
Spectra Metal Sales, Inc. 401(k) PlanSpectra Metal Sales, Inc.GA860$13.7M$12K
Johnson Automotive 401(k) PlanJohnson AutomotiveSC521$9.5M$4,819
The Integral Group, LLC 401(k) PlanThe Integral Group, LLCGA492$10.6M$14K
Dayton Physicians, LLC Profit Sharing 401(k) PlanDayton Physicians, LLCOH490$59.2M$14K
Lpi, Inc. 401(k) PlanLpi, Inc.TN432$4.0M$2,025
Gerresheimer Peachtree City, Inc. 401(k) PlanGerresheimer Peachtree City, Inc.GA415$8.5M$1,675
Saluscare 403(b) PlanSaluscare, Inc.FL395$10.2M$6,630
Lowcountry Grocers, LLC Retirement Savings PlanLowcountry Grocers, LLCSC378$2.4M$11K
Legacy Operating Company, LLC 401(k) Plan 001Legacy Operating Company, LLCAL366$1.1M$3,378
Optimus Steel 401(k) PlanOptimus Steel LLCTX336$13.8M$20K
Totally Joined for Achieving C 401(k) Profit Sharing Plan TrustTjfact DBA Totally Joined for Achieving Collaborative TechniquesGA321$4.1M$8,426
Helicopter Express 401(k) PlanHelicopter Express, Inc.GA321$10.7M$9,959
Sunbelt Human Advancement Resources 403(b) PlanSunbelt Human Advancement Resources, Inc.SC244$7.4M$4,751
Via Satellite, Inc. 401(k) PlanVia Satellite, Inc.VA236$948K$2,537
Aero Simulation, Inc. 401(k) PlanAero Simulation, Inc.FL231$34.4M$16K
United Methodist Manor of the Pee Dee 401(k) PlanUnited Methodist Manor of the Pee DeeSC225$1.8M$4,815
Coastal Georgia Area Community Action Authority, Inc. Tax Deferred Annuity PlanCoastal Georgia Area Community Action Authority, Inc.GA222$3.7M$3,512
Shoreline Carpet Supplies of Gulf Coast 401(k) Profit Sharing Plan and TrustShoreline Carpet Supplies of Gulf CoastFL218$6.2M$3,292
Jupiter Island Holdings, Inc. 401(k) PlanJupiter Island Holdings, Inc.FL205$11.9M$5,235
Impower, Inc. 401(k) PlanImpower, Inc.FL179$2.8M$4,157
Wire Mesh Texas 401(k) PlanWire Mesh Texas LLCTX174$10.6M$8,891
Atlanta Airlines Terminal Company 401(k) Profit Sharing Plan & TrustAtlanta Airlines Terminal CompanyGA157$6.1M$17K
The Brownstein Group Profit Sharing 401(k) PlanBrownstein Group, Inc.PA102$14.4M$11K

Questions and answers

How many plans does My Benefits, LLC serve?

28 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 My Benefits, LLC?

The median plan reported $20.44 per participant in direct and indirect compensation (28 plans reporting an amount), or 0.09% 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 (16 plans), Other services (8 plans), Recordkeeping and information management (3 plans) and Participant loan processing (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.