Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Pension Financial Services, 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.
For plan year 2024, 41 retirement plans with 100 or more participants reported paying Pension Financial Services, Inc. $5,000 or more. Those plans cover 22,769 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $1.0M. Per plan, the median was $36.25 per participant, with the middle half of plans between $20.90 and $61.27. 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 Georgia (27), Florida (6) and Virginia (2).
In 2009 it appeared on 31 such filings; in 2024, 41. 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 | $20.90 | $36.25 | $61.27 |
| Compensation as a share of plan net assets | 0.04% | 0.09% | 0.12% |
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 |
|---|---|---|---|---|---|
| Holder Construction Group, LLC Profit Sharing and 401(k) Plan | Holder Construction Group, LLC | GA | 2,319 | $229M | $201K |
| Preferred Employer Plan II | Fiduciary Wise, LLC | AZ | 2,009 | $75.7M | $7,234 |
| United Distributors, Inc. Employee Savings Plan | United Distributors, Inc. | GA | 1,754 | $125M | $121K |
| Crown Auto Dealership Employees Capital Accumulation Plan | Crown Auto Dealerships, Inc. | FL | 1,698 | $56.0M | $54K |
| Upa 401(k) Savings Plan | University Physicians Association Inc. | TN | 1,502 | $39.6M | $199K |
| Pope Group 401(k) Profit Sharing Plan | Pope Automotive Group | GA | 1,499 | $0 | $46K |
| Goodwill Industries of Middle Ga 401(k) P/s Plan | Goodwill Industries of Middle Georgia | GA | 1,320 | $7.5M | $9,032 |
| Phantom Administrative Retirement Savings Plan | Phantom Administrative LLC | OH | 1,253 | $12.7M | $3,350 |
| Bennett Motor Express Management, Inc. 401(k) Plan | Bennett Motor Express Management, Inc. | GA | 1,208 | $38.2M | $19K |
| First Communities Management, Inc. 401(k) Plan | First Communities Management, Inc. | GA | 858 | $77K | $8,575 |
| Royal Food Service Company, Inc. 401(k) Plan | Royal Food Service Company, Inc. | GA | 479 | $12.9M | $12K |
| Agrana Fruit US, Inc. 401(k) Profit Sharing Plan | Agrana Fruit US, Inc. | OH | 473 | $34.2M | $19K |
| Cooper Carry, Inc. 401(k) Plan | Cooper Carry, Inc. | GA | 442 | $64.7M | $61K |
| Alan Jay Automotive Management, Inc. | Alan Jay Automotive Management, Inc. | FL | 358 | $10.6M | $19K |
| Mount Paran Christian School 403(b) Plan | Mt. Paran Christian School, Inc. | GA | 325 | $15.3M | $13K |
| Kason Industries, Inc. 401(k) Retirement Savings Plan | Kason Industries, Inc. | GA | 311 | $25.3M | $10K |
| Landmark Christian School 403(b) Retirement Plan | Landmark Christian School | GA | 285 | $10.0M | $9,565 |
| Liberty House Restaurant Corporation 401(k) Plan | Liberty House Restaurant Corporation | GA | 278 | $11.0M | $13K |
| Eye Consultants of Atlanta, P.C. Profit Sharing Plan and Trust | Eye Consultants of Atlanta, P.C. | GA | 274 | $45.1M | $1,685 |
| Mount Pisgah Christian School 403(b) Plan and Trust | Mount Pisgah Christian School | GA | 259 | $8.4M | $0 |
| Tamiami Ford, Inc. 401(k) Profit Sharing Plan | Tamiami Ford, Inc. | FL | 258 | $9.5M | $8,702 |
| Progressive Lighting, Inc. 401(k) Salary Reduction Plan and Trust | Progressive Lighting, Inc. | GA | 249 | $6.0M | $8,164 |
| Kia of Lagrange 401(k) Plan | Plant City Automotive, Inc. DBA Kia of Lagrange | GA | 232 | $1.1M | $2,100 |
| Miura America Co. Ltd. Retirement Plan | Miura America Co. Ltd. | GA | 229 | $9.7M | $14K |
| The Kudzu Fabrics, Inc. 401(k) & Profit Sharing Plan | Kudzu Fabrics, Inc. | GA | 227 | $7.8M | $5,273 |
| Gentry Locke Rakes & Moore, LLP Cash Or Deferred Profit Sharing Plan | Gentry Locke Rakes & Moore, LLP | VA | 205 | $47.9M | $4,526 |
| Piedmont 401(k) Plan | Piedmont Office Realty Trust Inc. | GA | 204 | $60.3M | $25K |
| Johnson Engineering, LLC Employee 401(k) Profit Sharing Plan | Johnson Engineering, LLC | FL | 190 | $14.9M | $5,206 |
| Structural Steel Services, INC.401(K) Retirement Plan | Structural Steel Services, Inc. | MS | 189 | $20.7M | $13K |
| Mimaki USA 401(k) Plan. | Mimaki USA, Inc. | GA | 184 | $10.5M | $3,194 |
| Division 5, LLC Profit Sharing Plan | Division 5, LLC. | GA | 177 | $6.9M | $13K |
| Possiblenow, Inc. 401(k) Plan | Possiblenow, Inc. | GA | 173 | $12.5M | $9,894 |
| Sanibel Captiva Beach Resorts, LLC | Sanibel Captiva Beach Resorts, LLC | FL | 172 | $3.5M | $7,223 |
| American College of Rheumatology Retirement Plan | American College of Rheumatology | GA | 170 | $20.3M | $8,167 |
| Eagle Construction of Va, LLC 401(k) Plan | Eagle Construction of Va, LLC | VA | 170 | $9.7M | $1,404 |
| Sagent, LLC 401(k) Plan | Sagent, LLC | TX | 154 | $5.1M | $7,407 |
| Coosa Valley Credit Union Retirement Savings Plan | Coosa Valley Credit Union | GA | 147 | $10.9M | $1,092 |
| Rule Joy Trammell & Rubio 401(k) Retirement Plan | Rule Joy Trammell & Rubio, LLC | GA | 142 | $15.6M | $15K |
| Bibliotheca, LLC 401(k) Plan | Bibliotheca, LLC | GA | 141 | $12.7M | $16K |
| Fernbank Inc. Retirement Plan | Fernbank Museum of Natural History | GA | 141 | $8.0M | $9,521 |
Questions and answers
How many plans does Pension Financial Services, Inc. serve?
41 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 Financial Services, Inc.?
The median plan reported $36.25 per participant in direct and indirect compensation (40 plans reporting an amount), or 0.09% 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 (32 plans), Consulting (pension) (17 plans), Other services (10 plans) and Investment advisory (participants) (4 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.