Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Pension Planning Consultants, 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, 31 retirement plans with 100 or more participants reported paying Pension Planning Consultants, Inc. $5,000 or more. Those plans cover 10,304 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $496K. Per plan, the median was $40.49 per participant, with the middle half of plans between $16.68 and $61.03. 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 New Mexico (15), Texas (9) and Arizona (2).
In 2010 it appeared on 6 such filings; in 2024, 31. 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 | $16.68 | $40.49 | $61.03 |
| Compensation as a share of plan net assets | 0.05% | 0.09% | 0.25% |
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 |
|---|---|---|---|---|---|
| Employers and Cement Masons Local 90 Pension Plan | Employers and Cement Masons Local 90 Pension Plan | IL | 1,273 | $77.3M | $116K |
| Painters District Council #58 401(k) Plan | Board of Trustees of Painters District Council #58 401(k) Plan | IL | 992 | $48.1M | $43K |
| Techserv Consulting & Training, Ltd. 401(k) Plan | Techserv Consulting & Training, Ltd. | TX | 505 | $11.4M | $14K |
| 2FIRST Choice Community Healthcare 403(b) Plan | First Choice Community Healthcare, Inc. | NM | 493 | $26.7M | $27K |
| Openroad 401(k) Plan | Openroad Opco. LLC | TX | 456 | $8.0M | $5,275 |
| Aztec Well Servicing Co., Inc. 401(k) Profit Sharing Plan | Aztec Well Servicing Company Inc. | NM | 455 | $10.5M | $38K |
| Techsource, Inc. 401(k) Profit Sharing Plan | Techsource, Inc. | NM | 442 | $20.6M | $4,200 |
| Centro de Salud Familiar la Fe, Inc. 403(b) Plan | Centro de Salud Familiar la Fe, Inc. | TX | 416 | $9.3M | $54K |
| Constructors, Incorporated 401(k) Plan | Constructors Incorporated | NM | 407 | $10.6M | $11K |
| Stone Cold Masonry Retirement Plan | Little Enterprises, Inc. | AZ | 375 | $1.5M | $625 |
| Aui, Inc. 401(k) Profit Sharing Plan | Aui Inc. | NM | 370 | $20.1M | $9,100 |
| Graphic Solutions Group, Inc. 401(k) Plan and Trust Agreement | Graphic Solutions Group, Inc. | TX | 319 | $28.1M | $35 |
| Nbr/r&r 401(k) Plan | Nelson Bros Ready Mix, Ltd. | TX | 292 | $1.8M | $18K |
| The Black Hawk Casino 401(k) Plan | Sauk Business Enterprises | OK | 275 | $1.3M | $175 |
| Dekker Ltd. 401(k) Profit Sharing Plan | Dekker Ltd. | NM | 269 | $20.0M | $0 |
| Santa Fe Recovery Center 401(k) Plan | Santa Fe Recovery Center | NM | 251 | $1.6M | $4,050 |
| B & D Industries, Inc. 401(k) Profit Sharing Plan | B & D Industries, Inc. | NM | 249 | $15.7M | $13K |
| Core Professional Services Group 401(k) Plan | Core Professional Services, LLC | TX | 237 | $5.8M | $11K |
| Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan | Ojo Caliente Holdings, Inc. | NM | 220 | $3.4M | $27K |
| Albuquerque Asphalt, Inc. 401(k) Profit Sharing Plan | Albuquerque Asphalt, Inc. | NM | 213 | $7.4M | $8,094 |
| Star Paving 401(k) & Profit Sharing Plan | Star Paving Company | NM | 212 | $1.4M | $3,525 |
| Truesdell Corporation Savings/retirement Plan | Truesdell Corporation | AZ | 201 | $7.2M | $19K |
| Albuquerque Publishing Company 401(k) Plan | Albuquerque Publishing Company | NM | 194 | $27.0M | $11K |
| Century Bank 401(k) Plan | Century Bank | NM | 189 | $24.5M | $2,042 |
| Kitestring Technical Services 401(k) Plan | Kitestring Technical Services | AR | 170 | $11.1M | $6,219 |
| Jack B. Henderson Construction Company, Inc. 401(k) Profit Sharing Plan | Jack B. Henderson Construction Company, Inc. | NM | 167 | $26.4M | $14K |
| Clements Fluids 401(k) Plan | Clements Fluids Management, LLC | TX | 158 | $1.7M | $5,825 |
| Sisbarro Dealerships 401(k) Profit Sharing Plan and Trust | Sisbarro Autoworld, Inc. | NM | 140 | $6.1M | $2,360 |
| Smith Industries 401(k) Plan | KSS Acquisition Sales & Services, LLC DBA Smith Industries LLC | TX | 134 | $2.2M | $7,083 |
| Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan | Synergy Enterprises, Inc. | TX | 128 | $19.2M | $15K |
| Gemini Rosemont Property Management 401(k) Plan | Gemini Rosemont Property Management, LLC | CA | 102 | $7.3M | $4,917 |
Questions and answers
How many plans does Pension Planning Consultants, Inc. serve?
31 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 Planning Consultants, Inc.?
The median plan reported $40.49 per participant in direct and indirect compensation (30 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 (19 plans), Participant loan processing (12 plans), Other services (8 plans) and Claims processing (7 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.