Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
PCS 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.
For plan year 2024, 216 retirement plans with 100 or more participants reported paying PCS Retirement, LLC $5,000 or more. Those plans cover 137,352 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $12.0M. Per plan, the median was $79.85 per participant, with the middle half of plans between $42.71 and $142. 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 California (24), Pennsylvania (24) and Illinois (17).
In 2009 it appeared on 29 such filings; in 2024, 218. 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 | $42.71 | $79.85 | $142 |
| Compensation as a share of plan net assets | 0.14% | 0.29% | 0.54% |
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 |
|---|---|---|---|---|---|
| Wurk 401(k) Plan | Wurkforce, Inc. | CO | 7,888 | $24.3M | $202K |
| 401(k) Simplified Flexible | Advisortrust, Inc. | SD | 5,743 | $159M | $112K |
| Curaleaf, Inc. 401(k) Plan | Curaleaf, Inc. | CT | 5,465 | $17.3M | $80K |
| Vision Management Services, LLC 401(k) Plan | Vision Management Services, LLC | IL | 5,270 | $31.0M | $250K |
| BGC Group, Inc. Deferral Plan for Employees of BGC Group, Inc., Cantor Fitzgerald, L.P. and Its Affiliates | Cantor Fitzgerald LP and BGC Group Inc. As Co-Sponsors | NY | 3,729 | $442M | $125K |
| Brickyard Healthcare 401(k) Profit Sharing Plan and Trust | Brickyard, LP | IN | 3,702 | $12.0M | $18K |
| Bristol Hospice 401(k) Plan | Bristol Hospice | UT | 3,674 | $49.2M | $78K |
| JDRC Managed Services, LLC 401(k) Plan | JDRC Managed Services, LLC | IL | 3,674 | $30.8M | $84K |
| Ayr Strategies Retirement Plan | Ayr Strategies, Inc. | FL | 3,361 | $19.8M | $213K |
| Ascend Wellness Holdings 401(k) Plan | Ascend Wellness Holdings, LLC | NY | 3,310 | $8.7M | $142K |
| Volare Health LLC 401(k) Plan | Volare Health LLC | KY | 3,056 | $11.3M | $97K |
| Behavioral Innovations Retirement Savings Plan | Monarch Behavioral Therapy Bii, LLC Dba/ Behavioral Innovations | TX | 2,857 | $4.7M | $59K |
| Pharmacann 401(k) Plan | Pharmacann Inc. | IL | 2,800 | $18.5M | $210K |
| Avalon Health Care, Inc. 401(k) Plan | Avalon Health Care, Inc. | UT | 2,715 | $29.5M | $35K |
| Recovery Centers of America 401(k) Plan | Recovery Centers of America Holdings LLC | PA | 2,302 | $21.8M | $221K |
| Jefferson Hospital Association 401(k) Retirement Savings Plan | Jefferson Hospital Association, Inc. | AR | 2,031 | $130M | $38K |
| Carering 401(k) Plan | Carering Health, LLC | KY | 1,944 | $2.3M | $12K |
| Carering Health 401(k) Plan | Carering Health, LLC | KY | 1,944 | $2.3M | $12K |
| Columbia Care, Inc. 401(k) Plan | Columbia Care, Inc. | MA | 1,747 | $11.9M | $135K |
| Retirement Unlimited 401(k) Plan | Retirement Unlimited, Inc. | VA | 1,452 | $13.3M | $82K |
| Elegance Living Employer, LLC 401(k) Plan | Elegance Living Employer, LLC | MD | 1,415 | $5.4M | $134K |
| JMGT, LLC 401(k) Plan | JMGT, LLC | FL | 1,368 | $8.5M | $17K |
| Assetmark Pooled Employer Plan | Advisortrust, Inc. | SD | 1,263 | $23.4M | $183K |
| Spring Dental 401(k) Plan | Spring Dental | OK | 1,249 | $3.8M | $34K |
| Perimeter Healthcare 401(k) Plan | Rep Perimeter Holdings, LLC d/b/a Perimeter Healthcare | GA | 1,210 | $5.9M | $40K |
| Esse Health Profit Sharing Plan | American Multispecialty Group DBA Esse Health | MO | 1,046 | $206M | $166K |
| BLESSINGS4EVER Home Care Agency 401(k) Plan | BLESSINGS4EVER Home Care Agency LLC | PA | 1,011 | $114K | $6,374 |
| Caputo's New Farm Produce, Inc. 401(k) Plan | Caputo's New Farm Produce - Addison, Inc. | IL | 987 | $10.5M | $39K |
| Professional Building Systems, Inc. 401(k) Plan | Professional Building Systems, Inc. | PA | 980 | $15.2M | $51K |
| Elmcrest Childrens Center, Inc. 401(k) Plan | Elmcrest Children's Center, Inc. | NY | 937 | $10.0M | $8,288 |
| DM Intermediate Parent PS & 401(k) Plan | DM Intermediate Parent, LLC | MI | 919 | $109M | $141K |
| Milestone Retirement Communities 401(k) Plan | Milestone Retirement Communities | WA | 865 | $5.2M | $128K |
| Community Health Group 401(k) Plan | Community Health Group | CA | 864 | $29.1M | $58K |
| Holistic Industries 401(k) Plan | Holistic Industries Inc. | MA | 852 | $2.8M | $36K |
| Careconnect Health 403(b) Tax-Deferred Annuity Plan | Careconnect Health, Inc. | GA | 783 | $12.0M | $84K |
| Aabr, Inc. 403(b) Thrift Plan | Aabr, Inc. | NY | 776 | $12.8M | $109K |
| Berner Food & Beverage, LLC Profit Sharing 401(k) Plan | Berner Food & Beverage, LLC | IL | 753 | $12.3M | $28K |
| HBH Holdings, Inc. 401(k) | Enerfab, Inc. | OH | 710 | $56.7M | $111K |
| Nri USA, LLC 401(k) Plan | Nri USA, LLC | CA | 697 | $1.8M | $21K |
| Schwazze 401(k) Plan | Two JS LLC | CO | 692 | $2.2M | $13K |
Questions and answers
How many plans does PCS Retirement, LLC serve?
216 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 PCS Retirement, LLC?
The median plan reported $79.85 per participant in direct and indirect compensation (212 plans reporting an amount), or 0.29% 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 Recordkeeping and information management (202 plans), Contract Administrator (187 plans), Participant loan processing (174 plans) and Participant communication (169 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.