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Service provider · Schedule C, plan year 2024

Pbmares, LLP

Most often reported for accounting and auditing

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.

46plans naming this provider
247,153participant records in those plans
$877Kcompensation reported, direct and indirect
$21.29median reported per participant45 plans with an amount

Pbmares, LLP is named as a service provider on the Schedule C of 46 retirement plans with 100 or more participants for plan year 2024, covering 247,153 participant records. Most often it is reported for accounting and auditing.

Reported compensation from those plans, direct and indirect, totalled $877K. Per plan, the median was $21.29 per participant, with the middle half of plans between $13.06 and $37.04. 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 Virginia (28), North Carolina (8) and California (4).

In 2013 it appeared on 6 such filings; in 2024, 45. 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$13.06$21.29$37.04
Compensation as a share of plan net assets0.02%0.04%0.07%

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: 62014: 72015: 72016: 102017: 172018: 182019: 132020: 252021: 392022: 482023: 432024: 450484520092012201620202024
Plans with 100+ participants naming this provider
2009: $02010: $02011: $02012: $02013: $63K2014: $64K2015: $76K2016: $100K2017: $301K2018: $311K2019: $225K2020: $281K2021: $571K2022: $646K2023: $619K2024: $854K$0$854K20092012201620202024
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

Accounting (including auditing)26
Contract Administrator10
Other services6
Actuarial2
Recordkeeping and information management1
Participant loan processing1

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Securitas Security Services USA Incentive Savings and Retirement PlanSecuritas Security Services USA, inCA83,051$519M$90K
Thermo Fisher Scientific Inc. 401(k) Retirement PlanThermo Fisher Scientific Inc.PA72,605$10.3B$44K
Ferguson Enterprises, LLC, 401(k) Retirement Savings PlanFerguson Enterprises, LLCVA38,897$3.58B$24K
Red Hat, Inc. 401(k) and Profit Sharing PlanRed Hat, Inc.NC10,061$1.94B$11K
Amf Bowling Centers, Inc. 401(k) Retirement PlanAmf Bowling Centers, Inc.VA7,697$48.9M$19K
Mitsubishi Chemical America Employees' Savings PlanMitsubishi Chemical America, Inc.NC5,069$670M$85K
Boddie-Noell Enterprises, Inc. Savings and Employee Retirement PlanBoddie-Noell Enterprises, Inc.NC4,630$63.9M$22K
Securitas Technology Corporation 401(k) Savings PlanSecuritas Technology CorporationCA4,380$199M$48K
Cma CGM (America) LLC 401(k) PlanCma CGM (America) LLCVA2,369$333M$8,325
Tredegar Corporation Retirement Savings PlanTredegar CorporationVA1,916$137M$38K
Science Systems and Applications, Inc. 401(k) Profit Sharing Plan and TrustScience Systems and Applications, Inc.MD1,436$228M$20K
Luck Stone Corporation Retirement Plan and TrustLuck Stone CorporationVA1,324$138M$20K
Stellant Systems, Inc. Retirement PlanStellant Systems, Inc.CA1,207$77.8M$54K
Luck Stone Corporation 401(k) PlanLuck Stone CorporationVA1,182$198M$20K
Methodist University Retirement PlanMethodist UniversityNC872$63.4M$27K
SMS Data Products Group, Inc. 401(k) Retirement PlanSMS Data Products Group, Inc.VA857$84.3M$5,597
Big Rock 401(k) Savings PlanBig Rock Sports LLCNC817$40.4M$22K
CHP 403(b) Employee Retirement PlanCommunity Housing Partners CorporationVA669$19.7M$27K
T. Parker Host 401(k) PlanTP Host, LLCVA588$23.3M$17K
Barry Robinson Center Matching Tax Deferred Annuity PlanBarry Robinson CenterVA550$6.7M$6,036
Casey Auto Group 401(k) Profit Sharing PlanCasey Auto Group, Inc.VA515$22.4M$20K
Southeastern Computer Consultants, Inc. 401(k) PlanSoutheastern Computer Consultants, Inc.MD450$32.8M$7,430
Browngreer, PLC 401(k) PlanBrowngreer, PLCVA407$29.8M$12K
Eastern Shore Rural Health System, Inc. 403(b) PlanEastern Shore Rural Health System, Inc.VA404$20.8M$15K
Harbor's Edge Retirement PlanFort Norfolk Retirement Community, Inc.VA360$3.1M$7,663
Heitech Services, Inc. 401(k) PlanHeitech Services, Inc.MD353$13.0M$5,972
Teoco Corporation 401(k) Retirement PlanTeoco CorporationVA333$58.4M$10K
Marcone Group 401(k) PlanMarcone GroupSC331$17.5M$22K
Community Health Center of Central Wyoming 403(b) PlanCommunity Health Center of Central Wyoming, Inc.WY327$5.7M$14K
Tenica and Associates LLC 401(k) PlanTenica and Associates LLCVA300$21.3M$5,494
NS2 Mission 401(k) PlanVolume Integration, LLCVA292$78.0M$3,825
Atlantic Orthopaedic Specialists 401(k) Profit Sharing Retirement PlanVann Virginia Center for Orthopaedics, P.C.VA286$27.7M$3,735
Regulus 401(k)Regulus Group, LLCVA282$55.2M$25K
National Institute of Aerospace Associates Defined Contribution and Tda PlanNational Institute of Aerospace Associates DBA National Institute of aVA262$36.8M$6,750
Retirement Plan for Hospice of Iredell CountyHospice of Iredell County, Inc.NC250$6.9M$6,100
Tidewater Fibre 401(k) PlanTidewater Fibre Corp.VA220$4.6M$2,293
Rudy L. Hawkins 401(k) PlanRudy L. Hawkins Electrical Contractor, Inc.VA212$17.4M$5,891
Eastern Dermatology & Pathology, PA 401(k) Profit Sharing PlanEastern Dermatology & Pathology, PANC208$26.7M$28K
Absolute Business Solutions 401(k) Profit Sharing PlanAbsolute Business Solutions IncorporatedVA191$13.6M$4,345
Call Federal Credit Union 401(k) Profit Sharing PlanCall Federal Credit UnionVA161$9.8M$0

Questions and answers

How many plans does Pbmares, LLP serve?

46 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 Pbmares, LLP?

The median plan reported $21.29 per participant in direct and indirect compensation (45 plans reporting an amount), or 0.04% 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 Accounting (including auditing) (26 plans), Contract Administrator (10 plans), Other services (6 plans) and Actuarial (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.