Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
National Benefit Services, 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.
National Benefit Services, LLC is named as a service provider on the Schedule C of 72 retirement plans with 100 or more participants for plan year 2024, covering 70,560 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $2.6M. Per plan, the median was $28.84 per participant, with the middle half of plans between $12.95 and $56.59. 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 Utah (25), California (24) and Texas (3).
In 2010 it appeared on 23 such filings; in 2024, 72. 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 | $12.95 | $28.84 | $56.59 |
| Compensation as a share of plan net assets | 0.05% | 0.08% | 0.14% |
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 |
|---|---|---|---|---|---|
| Helpside Inc. 401(k) Plan | Helpside Inc. | UT | 11,489 | $234M | $683K |
| Thrivewise Pooled Employer Plan | Principal Life Insurance Company | IA | 9,840 | $997M | $12K |
| Stagwell Global 401(k) Plan | Stagwell Global LLC | DC | 9,342 | $678M | $580K |
| Generations Healthcare, LLC 401(k) Plan | Life Generations Healthcare, LLC | CA | 4,675 | $64.8M | $74K |
| Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan | Goodwill Industries of Southern California, Inc. | CA | 3,275 | $17.8M | $23K |
| Rollinsnelson GRP, LLC 401(k) Plan | Rollinsnelson GRP, LLC | CA | 2,614 | $7.7M | $12K |
| MMC 401(k) Savings and Retirement Plan | Medical Management Consultants, Inc. | CA | 1,829 | $87.0M | $282K |
| California Farm Bureau Member Employer Retirement Plan (MEP) | California Farm Bureau Federation | CA | 1,664 | $33.8M | $33K |
| Sante Health System Retirement Plan | Sante Health Systems, Inc. | CA | 1,193 | $35.4M | $17K |
| Jackson Group Peterbilt, Inc. 401(k) Retirement Plan | Jackson Group Peterbilt, Inc. | UT | 1,169 | $30.5M | $24K |
| Ridgecrest Regional Hospital Special Contributory Tsa Pension Plan | Ridgecrest Regional Hospital | CA | 1,127 | $49.5M | $53K |
| The Association 401(k) Plan | Las Vegas Metro Chamber of Commerce | NV | 1,099 | $15.9M | $12K |
| Tim Dahle Imports Inc. 401(k) Plan | Tim Dahle Imports, Inc. | UT | 1,076 | $9.7M | $32K |
| R.C. Hunt Electric, Inc. 401(k) Plan | R.C. Hunt Electric, Inc. | UT | 870 | $26.4M | $12K |
| Manufacturers Retirement & Savings Plan | National Association of Manufacture RS of the United States of America | DC | 806 | $69.2M | $51K |
| St. Luke Community Hospital and Nursing Home 403(b) Plan | St. Luke Community Hospital and Nursing Home | MT | 640 | $23.9M | $28K |
| Mosaic Dental Collective 401(k) Plan | Mosaic Dental Collective, LLC | WA | 640 | $31.2M | $46K |
| A-Core, Inc. 401(k) Profit Sharing Plan | A-Core, Inc. | UT | 594 | $11.2M | $36K |
| University First Federal Credit Union 401(k) Retirement Plan | University First Federal Credit Union | UT | 576 | $37.1M | $9,874 |
| Cementation USA, Inc. 401(k) Plan | Cementation USA, Inc. | UT | 564 | $38.8M | $38K |
| Pride Transport 401(k) Plan | Pride Transport, Inc. | UT | 548 | $9.0M | $35K |
| Stadler US Inc. 401(k) Profit Sharing Plan and Trust | Stadler US Inc. | UT | 546 | $10.8M | $11K |
| Apex Innovative Sciences, Inc. 401(k) Plan | Apex Innovative Sciences, Inc. | CA | 508 | $8.7M | $0 |
| Boston Higashi School Retirement Savings Plan | Boston Higashi School, Inc. | MA | 499 | $36.9M | $6,500 |
| San Diego Blood Bank 403(b) Plan | San Diego Blood Bank | CA | 469 | $17.8M | $17K |
| McAlister Benefit Plan | McAlister Institute for Treatment & Education, Inc. | CA | 460 | $7.0M | $8,860 |
| North Canyon Medical Center, Inc. 403(b) Retirement Plan | North Canyon Medical Center, Inc. | ID | 452 | $14.3M | $22K |
| Whites Residential and Family Services Tax Deferred Annuity Plan | Whites Residential Family and Services | IN | 445 | $10.5M | $6,408 |
| Michigan Virtual University 403(b) Plan | Michigan Virtual University | MI | 413 | $24.0M | $11K |
| The Windermere 401(k) Plan | Windermere Real Estate Services Company | WA | 407 | $27.9M | $31K |
| Quantum Design International, Inc. Safe Harbor Match and Retirement Plan | Quantum Design International, Inc. | CA | 400 | $93.2M | $69K |
| Harber-Laman Management Company 401(k) Plan | Harber-Laman, LLC | TN | 392 | $4.3M | $4,512 |
| Gbi 401(k) Plan | Great Basin Industrial | UT | 390 | $6.7M | $29K |
| Hawx Services LLC 401(k) Plan | Hawx Services LLC | UT | 386 | $2.1M | $12K |
| Associated Builders and Contractors, Inc. Utah Chapter MEP | Associated Builders and Contractors , Inc. - Utah Chapter | UT | 365 | $10.3M | $25K |
| Growve 401(k) Plan | Viva 5, LLC DBA Growve | FL | 355 | $6.6M | $4,250 |
| Tanner LLC Retirement Plan | Tanner LLC | UT | 346 | $31.2M | $21K |
| Scripps Coastal Medical Group, Inc. Retirement Savings Plan | San Diego Coastal Medical Group, Inc. | CA | 345 | $136M | $3,000 |
| Dixie Landscape 401(k) Retirement Plan | Dixie Landscape | FL | 344 | $9.9M | $4,429 |
| Bailey's Moving & Storage 401(k) and Profit Sharing Plan | Bailey's Consolidated Services, LLC | UT | 341 | $8.5M | $4,610 |
Questions and answers
How many plans does National Benefit Services, LLC serve?
72 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 National Benefit Services, LLC?
The median plan reported $28.84 per participant in direct and indirect compensation (71 plans reporting an amount), or 0.08% 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 (36 plans), Other services (30 plans), Recordkeeping and information management (29 plans) and Participant loan processing (11 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.