Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Pension Plan Specialists, PC
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.
Pension Plan Specialists, PC is named as a service provider on the Schedule C of 59 retirement plans with 100 or more participants for plan year 2024, covering 29,074 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $1.3M. Per plan, the median was $37.00 per participant, with the middle half of plans between $21.50 and $58.73. 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 Oregon (25), Washington (23) and Alaska (3).
In 2009 it appeared on 9 such filings; in 2024, 60. 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 | $21.50 | $37.00 | $58.73 |
| Compensation as a share of plan net assets | 0.05% | 0.10% | 0.14% |
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 |
|---|---|---|---|---|---|
| Xenium 401(k) Retirement Savings Plan | Xenium Resources, Inc. | OR | 3,713 | $131M | $393K |
| Progressive Planning - a 401(k) Retirement Plan | Frontier Management, LLC | TX | 3,598 | $13.7M | $36K |
| Osf International 401(k) Plan | Osf International, Inc. | OR | 1,320 | $20.7M | $10K |
| McDougall and Sons, Inc. Retirement Plan | McDougall and Sons, Inc. | WA | 1,316 | $29.2M | $65K |
| Holland Residential, LLC 401(k) Plan | Holland Residential, LLC | WA | 1,026 | $68.7M | $38K |
| Tapani, Inc. Retirement Savings Plan | Tapani, Inc. | WA | 856 | $47.6M | $53K |
| Jck/kb Restaurants 401(k) Plan | Team JCK, LLC | OR | 827 | $9.2M | $9,137 |
| Pacific Cataract and Laser Institute, Inc. PC 401(k) Plan | Pacific Cataract and Laser Institute, Inc., PC | WA | 716 | $92.8M | $25K |
| Card Kingdom, Inc. 401(k) Plan | Card Kingdom, Inc. | WA | 691 | $13.4M | $6,150 |
| MMG Consolidated 401(k) Plan | Jaspers Food Management, Inc. | OR | 656 | $8.0M | $4,065 |
| Three Bears Alaska 401(k) Plan | Three Bears Alaska, Inc. | AK | 648 | $8.4M | $23K |
| Rotschy, Inc. 401(k) Plan | Rotschy, Inc. | WA | 617 | $25.1M | $31K |
| Prairie Electric, Inc. Profit Sharing and 401(k) Salary Deferral Plan | Prairie Electric, Inc. | WA | 579 | $69.0M | $27K |
| Smith Gardens 401(k) Plan | Smith Gardens, Inc. | WA | 536 | $13.1M | $5,946 |
| Three Rivers Casino and Affiliates Deferred Compensation Plan | Confederated Tribes of Coos, Lower Umpqua and Siuslaw Indians | OR | 526 | $9.3M | $33K |
| Lac Vieux Desert Band of Lake Superior Chippewa Indians 401(k) Plan | Lac Vieux Desert Band of Lake Superior Chippewa | MI | 481 | $8.9M | $16K |
| Bridgetown Natural Foods 401(k) Plan | Bridgetown Natural Foods, LLC | OR | 474 | $8.2M | $9,077 |
| Volunteers of America of Oregon, Inc. Employer Discretionary Plan | Volunteers of America of Oregon, Inc. | OR | 467 | $9.9M | $8,280 |
| Bestcare Treatment Services, Inc. 403(b) Plan | Bestcare Treatment Services, Inc. | OR | 423 | $6.2M | $6,119 |
| Oregon State Credit Union 401(k) Plan | Oregon State Credit Union | OR | 396 | $47.0M | $31K |
| Advantis Credit Union 401(k) Plan | Advantis Credit Union | OR | 384 | $30.9M | $9,174 |
| Miller Paint 401(k) Savings Plan | Miller Paint Co. | OR | 378 | $16.6M | $19K |
| Re Investments 401(k) Plan | Rental Equipment Investment Corporation | MT | 378 | $8.6M | $9,361 |
| Teal Jones Lumber Services, Inc. 401(k) Plan | Teal Jones Lumber Services, Inc. | WA | 362 | $9.1M | $49K |
| Carr Auto Group 401(k) Retirement Plan | Carr Auto Group, Inc. | OR | 354 | $22.7M | $5,467 |
| McKay's Market 401(k) Plan | K.E. McKay's Market of Coos Bay, Inc. | OR | 345 | $9.5M | $14K |
| Nutter Retirement Plan | Nutter Corporation | WA | 333 | $13.8M | $16K |
| Assets, Inc. 401(k) Plan | Assets, Inc. | AK | 331 | $7.4M | $24K |
| Bigfoot Beverages 401(k) Retirement Plan | MLF Group LLC | OR | 329 | $37.0M | $23K |
| Kikiktagruk Inupiat Corp. 401(k) Profit Sharing Plan | Kikiktagruk Inupiat Corp. | AK | 311 | $5.1M | $9,522 |
| JRT Mechanical, Inc. Retirement Savings Plan | JRT Mechanical, Inc. | WA | 309 | $17.1M | $28K |
| KPS 401(k) Plan | Key Property Services, Inc. | WA | 298 | $1.7M | $3,462 |
| Lotus Group 401(k) Plan | Lotus Group USA, Inc. | MA | 290 | $12.4M | $9,692 |
| Roc Service Company, LLC 401(k) Plan | Roc Service Company, LLC | PA | 254 | $6.1M | $240 |
| Miller Paint Co., Inc. Employee Stock Ownership Plan | Miller Paint Co. | OR | 250 | $27.8M | $6,307 |
| Toyota of Vancouver 401(k) Profit Sharing Plan | McCord's Vancouver Auto Center, Inc. | WA | 246 | $9.5M | $1,200 |
| Bench Craft Company 401(k) Plan | Transportation Media, Inc. | OR | 227 | $16.7M | $13K |
| The Holt Group, Inc. 401(k) Plan | The Holt Group, Inc. | WA | 223 | $9.0M | $22K |
| Kraemer's Nursery, Inc. 401(k) Retirement Plan | Kraemer's Nursery, Inc. | OR | 221 | $8.2M | $8,904 |
| Barron Heating & Air Conditioning, Inc. 401(K)PROFIT Sharing Plan | Barron Heating & Air Conditioning, Inc. | WA | 212 | $10.7M | $6,150 |
Questions and answers
How many plans does Pension Plan Specialists, PC serve?
59 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 Plan Specialists, PC?
The median plan reported $37.00 per participant in direct and indirect compensation (59 plans reporting an amount), or 0.10% 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 (26 plans), Consulting (pension) (22 plans), Other services (13 plans) and Accounting (including auditing) (10 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.