Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Pentegra 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, 206 retirement plans with 100 or more participants reported paying Pentegra Services Inc. $5,000 or more. Those plans cover 200,806 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $22.1M. Per plan, the median was $36.03 per participant, with the middle half of plans between $21.06 and $64.30. 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 (35), New York (23) and Washington (9).
In 2009 it appeared on 59 such filings; in 2024, 209 (up 254%). 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 | $21.06 | $36.03 | $64.30 |
| Compensation as a share of plan net assets | 0.04% | 0.07% | 0.16% |
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 |
|---|---|---|---|---|---|
| Pentegra Defined Benefit Plan for Financial Inst | Board of Directors of Pentegra Defined Benefit Plan | NY | 15,292 | $3.01B | $15.7M |
| Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia | The Governing Committee of the Section 403(b) Defined Contribution | VA | 12,255 | $1.28B | $367K |
| The 401(k) Plan | Pentegra Services, Inc. | NY | 9,376 | $192M | $478K |
| Metz Culinary Management, LLC 401(k) Plan | Metz Culinary Management, LLC | PA | 8,274 | $35.1M | $8,445 |
| Independent School Collaborative Multiple Employer Plan | Independent School Collaborative | NC | 6,694 | $449M | $178K |
| Iaicu Multiple Employer Plan | Iowa Independent Higher Education Research Foundation | IA | 5,791 | $621M | $185K |
| Ici Multiple Employer Plan | Independent Colleges of Indiana Association, Inc. | IN | 5,622 | $481M | $165K |
| Butler University Retirement Plan | Butler University | IN | 5,017 | $373M | $32K |
| Pennsylvania Association of Independent Colleges and Universities Multiple Employer Plan | The Governing Board of the Pennsylvania Association of | PA | 4,776 | $543M | $119K |
| Assoc of Independent Colleges and Universities of Ohio MEP | Governing Comm of the Assoc of Ind College and Univ of Ohio MEP | OH | 4,446 | $480M | $148K |
| Graham Healthcare Group 401(k) Profit Sharing Plan | Graham Health Services, LLC | MI | 4,300 | $117M | $83K |
| Illinois Independent Colleges and Universities Multiple Employer Plan | Governing Committee of the Illinois Independent Colleges and Universi | IL | 4,015 | $504M | $83K |
| Michigan Independent Colleges and Universities 403(b) Multiple Employer Plan | The Governing Board of the Mi Independent Colleges and Universities | MI | 3,467 | $335M | $81K |
| Secure Horizons 401(k) Plan | Secure Horizons Retirement Plan LLC | FL | 3,324 | $139M | $159K |
| We Transport, Inc. Union 401(k) Plan | We Transport, Inc. | NY | 3,244 | $21.6M | $67K |
| Cais Multiple Employer Plan | Connecticut Association of Independent Schools, Inc. | CT | 2,708 | $257M | $56K |
| Ugsoa Retirement Plan | Board of Trustees of the Ugsao Retirement Plan | MA | 2,682 | $29.5M | $102K |
| The Baldwin Group PEP | Pentegra Services, Inc. | NY | 2,401 | $5.5M | $55K |
| Assuredpartners PEP | Assuredpartners Investment Advisors, LLC | FL | 2,379 | $35.3M | $133K |
| Western Beef Retail, Inc. 401(k) Profit Sharing Plan | Western Beef Retail, Inc. | NY | 2,190 | $28.4M | $44K |
| Ticua 403(b) Defined Contribution Plan | Tennessee Independent Colleges and Universities Association, Inc. | TN | 2,174 | $150M | $68K |
| One Voice Central Texas 403(b) Plan | One Voice Central Texas | TX | 1,974 | $42.3M | $117K |
| The Retirement Plan of Flagstar Bank, National Association | Flagstar Bank, National Association | NY | 1,914 | $268M | $177K |
| Strategic Retirement Program | Pentegra Services, Inc. | NY | 1,835 | $49.5M | $72K |
| Virginia Association of Independent Schools Multiple Employer Plan | Virginia Association of Independent Schools | VA | 1,807 | $110M | $50K |
| The Retiresmart PEP | Pentegra Services, Inc. | NY | 1,800 | $25.5M | $63K |
| Aqua Dermatology 401(k) Profit Sharing Plan | Naples Center for Dermatology and Cosmetic Surgery | FL | 1,733 | $55.2M | $28K |
| CCRM Fertility Network 401(k) Plan | CCRM Management Company, LLC | CO | 1,718 | $76.8M | $17K |
| Hallmark Aviation Services, LP 401(k) Plan | Hallmark Aviation Services, LP | CA | 1,672 | $22.3M | $27K |
| Legend Biotech 401(k) Plan | Legend Biotech USA, Inc. | NJ | 1,666 | $65.8M | $25K |
| MSTC Easy(k) PEP | Pentegra Services Inc. | NY | 1,574 | $19.3M | $85K |
| California Association of Winegrape Growers Retirement Plan and Trust | California Association of Winegrape Growers | IA | 1,508 | $20.0M | $20K |
| Palmetto Association of Independent Schools Multiple Employer Plan | The Governing Committee of the Palmetto Association of Independent SCH | SC | 1,501 | $97.3M | $44K |
| Gica Multiple Employer Plan | Georgia Independent College Association, Inc. | GA | 1,476 | $90.8M | $37K |
| Goodleap, LLC 401(k) Plan | Goodleap, LLC | CA | 1,405 | $49.2M | $90K |
| Tennessee Association of Independent Schools Multiple Employer Plan | Tennessee Association of Independent Schools | TN | 1,349 | $98.4M | $33K |
| The Wright Center for Graduate Medical Education 403(b) Plan | The Wright Center for Graduate Medical Education | PA | 1,319 | $36.5M | $45K |
| Cypress/dod 401(k) Plan | Cypress Healthcare Partners, LLC | CA | 1,303 | $23.5M | $55K |
| Spee Dee Delivery Service, Inc. Retirement Plan | Spee Dee Delivery Service, Inc. | MN | 1,274 | $52.9M | $19K |
| Bridgemark 401(k) Plan | Bridgemark Healthcare, LLC | MO | 1,182 | $8.1M | $7,567 |
Questions and answers
How many plans does Pentegra Services Inc. serve?
206 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 Pentegra Services Inc.?
The median plan reported $36.03 per participant in direct and indirect compensation (204 plans reporting an amount), or 0.07% 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 (122 plans), Plan Administrator (54 plans), Recordkeeping and information management (21 plans) and Consulting (pension) (11 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.