My Plan Facts

Providers › Recordkeeping and administration

Service provider · Schedule C, plan year 2024

PA Retirement Solutions, Inc.

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.

51plans naming this provider
24,317participant records in those plans
$836Kcompensation reported, direct and indirect
$48.64median reported per participant51 plans with an amount

PA Retirement Solutions, Inc. is named as a service provider on the Schedule C of 51 retirement plans with 100 or more participants for plan year 2024, covering 24,317 participant records. Most often it is reported for recordkeeping and administration.

Reported compensation from those plans, direct and indirect, totalled $836K. Per plan, the median was $48.64 per participant, with the middle half of plans between $27.56 and $63.23. 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 (45), New Jersey (2) and Maryland (1).

In 2011 it appeared on 9 such filings; in 2024, 51. 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$27.56$48.64$63.23
Compensation as a share of plan net assets0.05%0.07%0.16%

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: 92012: 122013: 122014: 192015: 192016: 202017: 232018: 342019: 412020: 492021: 552022: 562023: 482024: 510565120092012201620202024
Plans with 100+ participants naming this provider
2009: $02010: $02011: $92K2012: $116K2013: $115K2014: $173K2015: $184K2016: $183K2017: $230K2018: $319K2019: $408K2020: $490K2021: $667K2022: $677K2023: $655K2024: $836K$0$836K20092012201620202024
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 Administrator40
Other services15
Participant loan processing2
Consulting (general)2
Recordkeeping and information management2

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Dunne Manning 401(k) PlanVuc Inc.PA3,417$38.6M$32K
West Shore Home, LLC 401(k) PlanWest Shore Home, LLCPA3,049$62.2M$25K
Allen Distribution 401(k) and Profit Sharing PlanAllen DistributionPA1,692$13.3M$87K
Independence Realty Operating Partnership 401(k) PlanIndependence Realty Operating Partnership, LPPA1,294$30.2M$13K
Family Practice Center, PC 401(k) PlanFamily Practice Center, PCPA1,158$108M$31K
Mid Penn Bank Retirement PlanMid Penn BankPA784$51.9M$23K
Ecore International 401(k) PlanEcore InternationalPA782$39.3M$28K
Hope Enterprises, Inc. Retirement PlanHope Enterprises, Inc.PA597$19.0M$5,979
Chartwell Law Offices, L.L.P. 401(k) Profit Sharing PlanThe Chartwell Law Offices, L.L.P.PA570$52.1M$30K
Stauffers of Kissel Hill Employee Savings and Retirement PlanSKH Management Co.PA535$26.4M$18K
Vista School 401(k) P/s PlanThe Vista SchoolPA525$8.0M$15K
TPS, LLC 401(k) PlanTPS, LLCPA504$33.9M$25K
L2 Brands 401(k) PlanL2 Brands, LLCPA488$18.9M$13K
McClarin Plastics, LLC Cash Or Deferred Profit Sharing PlanMcClarin Plastics, LLCPA425$9.5M$25K
Saf-Gard Safety Shoe Co., Inc. Retirement Savings PlanSaf-Gard Safety Shoe Co., Inc.NC412$12.7M$8,537
Homeland Center 401(k) PlanHome for the Friendless d/b/a Homeland CenterPA401$9.6M$21K
Dutch Valley Food Distributors, Inc. 401(k) PlanDutch Valley Food Distributors, Inc.PA380$25.0M$24K
Stepowoy Enterprises 401(k) PlanStepowoy Enterprises, LLCOH359$5.4M$16K
Property Management, Inc. Employee's 401(k) PlanProperty Management, Inc.PA346$14.4M$24K
Aquaphoenix Scientific 401(k) PlanAquaphoenix Scientific, LLCPA330$22.6M$26K
Arm Group Enterprises 401(k) PlanArm Group LLCPA327$31.9M$38K
Groff Tractor 401(k) PlanGt&e, LLCPA317$20.9M$14K
Reading Bakery Systems Employees' Profit Sharing TrustReading Bakery SystemsPA297$31.9M$22K
Thomas Foods International, USA 401(k) PlanThomas Foods International, USANJ295$12.8M$5,435
Lobar Retirement PlanLobar, Inc.PA291$28.2M$13K
Retirement Plan of Lebanon Valley Brethren HomeLebanon Valley Brethren HomePA290$13.2M$5,798
The Benecon Group, LLC 401(k) Profit Sharing PlanThe Benecon Group, LLCPA280$27.3M$16K
Truenorth Wellness Services Retirement Savings PlanTruenorth Wellness ServicesPA244$7.8M$15K
Future Solutions Retirement PlanLiberty Excavators, Inc.PA241$18.9M$23K
The Shadowfax Corporation 403(b) PlanThe Shadowfax CorporationPA237$8.4M$14K
Stambaugh Ness 401(k) PlanStambaugh Ness, Inc.PA236$32.2M$11K
Peerless Chain Company Union 401(k) Retirement Savings PlanCrosby US Acquisition Corp.OK225$10.3M$10K
Progressive Dental Concepts 401(k) Savings PlanProgressive Dental Concepts, LLCPA222$7.3M$7,960
Hoover Rehabilitation Services, Inc. 401(k) PlanHoover Rehabilitation Services, Inc.PA200$12.8M$7,602
The Conrad Company 401(k) PlanConrad Company Holdings, LLCPA184$10.6M$13K
Atomic Design, Inc. 401(k) PlanAtomic Design, Inc.PA178$9.0M$14K
United Zion Retirement Community 403(b) RetirementUnited Zion Retirement CommunityPA176$3.3M$1,400
Advanced Industrial Services, Inc. 401(k) PlanAdvanced Industrial Services, Inc.PA173$13.0M$8,616
The Artcraft Group, Inc. 401(k) Profit Sharing PlanThe Artcraft Group, Inc.NJ173$17.1M$11K
LHM Physical Therapy 401(k) PlanLHM Physical Therapy Institute LLCPA164$1.6M$986

Questions and answers

How many plans does PA Retirement Solutions, Inc. serve?

51 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 PA Retirement Solutions, Inc.?

The median plan reported $48.64 per participant in direct and indirect compensation (51 plans reporting an amount), or 0.07% 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 (40 plans), Other services (15 plans), Participant loan processing (2 plans) and Consulting (general) (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.