Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Orenda Retirement 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.
Orenda Retirement LLC is named as a service provider on the Schedule C of 108 retirement plans with 100 or more participants for plan year 2024, covering 153,498 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $3.6M. Per plan, the median was $43.21 per participant, with the middle half of plans between $25.77 and $60.35. 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 New York (25), New Jersey (13) and Georgia (10).
In 2018 it appeared on 16 such filings; in 2024, 108. 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 | $25.77 | $43.21 | $60.35 |
| Compensation as a share of plan net assets | 0.07% | 0.15% | 0.27% |
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 |
|---|---|---|---|---|---|
| Freedom Care 401(k) Plan | Freedom Care LLC | NY | 59,785 | $23.4M | $9,453 |
| Emerald Healthcare, LLC 401(k) Plan | Emerald Healthcare, LLC | NY | 6,699 | $3.2M | $6,961 |
| Hollins Management Group, INC.401(K) Plan | Hollins Management Group, Inc. | CA | 4,932 | $9.1M | $90K |
| Spar Group, Inc. 401(k) Profit Sharing Plan | Spar Group, Inc. | NC | 4,759 | $10.5M | $52K |
| Sagility 401(k) Plan | Sagility Operations Inc. | CO | 4,463 | $31.1M | $364K |
| Unlimited Care, Inc. 401(k) Plan | Unlimited Care, Inc. | NY | 3,597 | $11.2M | $41K |
| SPS North America Inc. 401(k) Plan | SPS North America Inc. | NY | 3,555 | $43.1M | $344K |
| Jackson Partners 401(k) Plan | Jackson Therapy Partners LLC | FL | 3,284 | $8.5M | $16K |
| Mbci Tribal Government Enterprise 401(k) Plan | Mississippi Band of Choctaw Indians | MS | 3,126 | $40.7M | $108K |
| Jackson Healthcare 401(k) Savings Plan | Jackson Healthcare, LLC | GA | 2,880 | $206M | $149K |
| Greencorp, LLC 401(k) Plan | American Plastics, LLC | MO | 2,710 | $21.9M | $108K |
| Buffalo Rock Co. 401(k) Retirement Plan | Buffalo Rock Company | AL | 2,512 | $116M | $225K |
| Brook & Whittle Limited Section 401(k) Profit Sharing Plan | Brook & Whittle Limited | CT | 2,087 | $91.9M | $8,400 |
| L.N.K. International, Inc. Retirement Plan | L.N.K. International, Inc. | NY | 2,033 | $39.4M | $53K |
| Education Affiliates, Inc. 401(k) Plan | Education Affiliates, Inc. | MD | 1,980 | $46.7M | $96K |
| Avant Healthcare Professionals 401(k) Profit Sharing Plan | Avant Healthcare Professionals LLC | FL | 1,890 | $25.6M | $89K |
| Gid Investment Advisers Savings & Retirement Plan | Gid Investment Advisers LLC | MA | 1,665 | $139M | $13K |
| Eclaro International, INC.401(K) Profit Sharing Plan and Trust | Eclaro International, Inc. | NY | 1,635 | $6.5M | $21K |
| Miller Industries, INC.401(K) Plan | Miller Industries, Inc. | TN | 1,539 | $63.1M | $67K |
| Melgar Facility Maintenance, LLC d/b/a MFM Industries Retirement Plan | Melgar Facility Maintenance LLC DBA MFM Industries | TX | 1,264 | $1.1M | $16K |
| All Heart Home Care Agency, Inc. 401(k) Plan | All Heart Home Care Agency, Inc. | NY | 1,163 | $2.4M | $20K |
| A.P. Plasman Employee 401(k) Plan | Plasman Corp. LLC | AL | 1,159 | $15.0M | $107K |
| Four Winds 401(k) Savings and Investment Plan | Four Winds, Inc. | NY | 1,127 | $42.1M | $12K |
| C&tdg Management 401(k) Plan | C&tdg Management LLC DBA Oak Dental Partners | GA | 1,009 | $20.4M | $14K |
| Conference Technologies, Inc. 401(k) Profit Sharing Plan & Trust | Conference Technologies, Inc. | MO | 1,005 | $40.6M | $44K |
| JCB Management Company LLC 401(k) Profit Sharing Plan and Trust | JCB Management Company LLC | PA | 911 | $4.1M | $17K |
| The Gatesworth Employee Savings & Retirement Plan | The Gatesworth | MO | 896 | $6.0M | $6,154 |
| Coldwater Veneer, Inc. 401(k) Plan Profit Sharing Plan | Coldwater Veneer, Inc. | MI | 892 | $6.6M | $13K |
| Fellowshiplife, Inc. 401(k) Employee Savings Plan | Fellowshiplife, Inc. | NJ | 825 | $22.2M | $32K |
| Allstate Sales Group Inc. 401(k) Plan | Allstate Sales Group Inc. | NJ | 797 | $12.6M | $40K |
| Bacon County Hospital Tax Sheltered Annuity Plan | Bacon County Health Services, Inc. | GA | 788 | $11.5M | $19K |
| Arc of Washington County, Inc. 403(b) Tax Deferred Annuity Plan | Arc of Washington County, Inc. | MD | 778 | $9.0M | $15K |
| Ifly 401(k) Plan | Sky Venture Management, LLC | TX | 771 | $13.1M | $23K |
| Chapman & Prime 401(k) Profit Sharing Plan | Chapman Health Care Center, Inc. | AL | 754 | $4.9M | $15K |
| Nichiha U.S.A., Inc. 401(k) Profit Sharing Plan | Nichiha U.S.A., Inc. | GA | 747 | $11.4M | $17K |
| Solomon Realty Advisors, INC.401 (K) Profit Sharing Plan | Solomon Realty Advisors, Inc. | NJ | 740 | $15.5M | $36K |
| Applied Behavior Health Management, LLC 401(k) Plan | Applied Behavior Health Management, LLC | NY | 726 | $7.2M | $17K |
| Anti-Defamation League 403(b) Defined Contribution Plan | Anti-Defamation League | NY | 677 | $58.6M | $31K |
| Franklin Mountain Management, LLC 401(k) Plan | Franklin Mountain Management, LLC | TX | 664 | $15.7M | $21K |
| Familia Dental 401(k) Plan | Familia Development, LLC | IL | 640 | $6.1M | $40K |
Questions and answers
How many plans does Orenda Retirement LLC serve?
108 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 Orenda Retirement LLC?
The median plan reported $43.21 per participant in direct and indirect compensation (108 plans reporting an amount), or 0.15% 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 (106 plans), Other services (95 plans), Accounting (including auditing) (1 plans) and Investment advisory (plan) (1 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.