Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
Pension Assurance 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.
Pension Assurance LLP is named as a service provider on the Schedule C of 100 retirement plans with 100 or more participants for plan year 2024, covering 142,133 participant records. Most often it is reported for accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $1.5M. Per plan, the median was $20.66 per participant, with the middle half of plans between $9.02 and $46.76. 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 (66), Texas (7) and New York (6).
In 2014 it appeared on 10 such filings; in 2024, 101. 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 | $9.02 | $20.66 | $46.76 |
| Compensation as a share of plan net assets | 0.02% | 0.04% | 0.09% |
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 |
|---|---|---|---|---|---|
| Stagwell Global 401(k) Plan | Stagwell Global LLC | DC | 9,342 | $678M | $50K |
| Pih Health, Inc. 403(b) Plan | Pih Health, Inc. | CA | 9,150 | $423M | $18K |
| Pih Health, Inc. 401(a) Plan | Pih Health | CA | 8,138 | $194M | $15K |
| TTM Technologies 401(k) Retirement Savings Plan | TTM Technologies, Inc. | CO | 7,618 | $625M | $20K |
| Tibco Software Inc. 401(k) Savings Plan | Tibco Software Inc. | FL | 7,441 | $1.60B | $16K |
| Loandepot.com, LLC 401(k) Plan | Loandepot.com, LLC | CA | 7,167 | $397M | $19K |
| Silgan Retirement Savings Plan for Hourly Employees | Silgan Containers Manufacturing Corporation | CA | 4,947 | $259M | $19K |
| ABC Technologies 401(k) Plan | ABC Group Holdings, Inc. | MI | 4,940 | $73.2M | $25K |
| Guess?, Inc. 401(k) Plan and Trust | Guess?, Inc. | CA | 4,586 | $116M | $24K |
| Silgan Closed Pension Plan | Silgan Containers Manufacturing Corporation | CA | 3,834 | $368M | $20K |
| Samsara 401(k) Plan | Samsara Inc. | CA | 3,382 | $240M | $16K |
| Ryan, LLC Employees 401(k) Profit Sharing Plan & Trust | Ryan, LLC | TX | 3,340 | $387M | $18K |
| Interhealth Corp. Retirement Plan | Pih Health | CA | 2,995 | $113M | $22K |
| Trucordia 401(k) Plan | Trucordia Insurance Services, LLC | UT | 2,926 | $109M | $23K |
| The Trade Desk 401(k) Plan | The Trade Desk, Inc. | CA | 2,713 | $298M | $14K |
| Phi Group, Inc. 401(k) Retirement Plan | Phi Group, Inc. | LA | 2,639 | $427M | $22K |
| Tavistock Restaurant Collection 401(k) Plan | Tavistock Restaurants Group, LLC | FL | 2,487 | $10.0M | $13K |
| New Relic 401(k) Plan | New Relic, Inc. | CA | 2,412 | $256M | $19K |
| 9DOT 401(k) Plan | 9 Dot Education Solutions, LLC | CA | 2,380 | $102M | $16K |
| Don Quijote (USA) Co., Ltd. Profit-Sharing Retirement/individual Matched Savings Plan | Don Quijote (USA) Co., Ltd. | HI | 2,308 | $80.4M | $18K |
| Alteryx, Inc. Retirement Savings Plan | Alteryx, Inc. | CA | 2,055 | $208M | $5,000 |
| Incora Savings and Investment Plan | Wesco Aircraft Hardware Corp. | TX | 1,985 | $92.3M | $19K |
| Ols Hotels & Resorts LLC 401(k) Plan | Ols Hotels & Resorts, LLC | CA | 1,862 | $26.5M | $20K |
| Silgan Retirement Savings Plan | Silgan Containers Manufacturing Corporation | CA | 1,848 | $331M | $18K |
| CSS Payroll 401(k) Plan | CSS Payroll Co. LP | CA | 1,796 | $42.9M | $16K |
| The Good Samaritan Hospital 401(k) Retirement Savings Plan | Pih Health Good Samaritan Hospital | CA | 1,764 | $235M | $15K |
| Aritzia 401(k) Plan | United States of Aritzia, Inc. DBA Aritzia | NY | 1,650 | $13.6M | $14K |
| Venturi Supply 401(k) Plan | Venturi Supply, LLC | TX | 1,480 | $46.9M | $14K |
| Retirement Unlimited 401(k) Plan | Retirement Unlimited, Inc. | VA | 1,452 | $13.3M | $30K |
| Silgan Dispensing Systems Retirement Savings Plan | Silgan Containers Manufacturing Corporation | CA | 1,131 | $56.3M | $13K |
| Silgan White Cap Retirement Plan | Silgan Containers Manufacturing Corporation | CA | 1,037 | $125M | $13K |
| Silgan Containers Employees' Retirement Savings Plan - Union | Silgan Containers Manufacturing Corporation | CA | 968 | $42.7M | $13K |
| NTS Technical Systems, LLC 401(k) Profit Sharing Plan | NTS Technical Systems DBA National Technical Systems | MD | 963 | $65.0M | $20K |
| Marukai Corporation 401(k) Profit Sharing Plan | Marukai Corporation | HI | 956 | $16.0M | $16K |
| Olo Inc. 401(k) Profit Sharing Plan & Trust | Olo Inc. | NY | 869 | $56.2M | $16K |
| Wise US, Inc. 401(k) Plan | Wise US, Inc. | FL | 842 | $14.8M | $15K |
| Prohealth Partners/argus Medical Management 401(k) Retirement Savings Plan | Argus Management Company LLC | CA | 814 | $58.2M | $11K |
| Age of Learning 401(k) | Age of Learning, Inc. | CA | 767 | $41.9M | $13K |
| Iteris, Inc. 401(k) and Stock Ownership Plan | Iteris, Inc. | CA | 749 | $97.8M | $15K |
| Third Bridge 401(k) Profit Sharing Plan | Third Bridge (US) Inc. | NY | 706 | $18.4M | $13K |
Questions and answers
How many plans does Pension Assurance LLP serve?
100 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 Pension Assurance LLP?
The median plan reported $20.66 per participant in direct and indirect compensation (99 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) (73 plans), Contract Administrator (9 plans), Consulting (general) (3 plans) and Recordkeeping and information management (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.