Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Professional Benefit Services
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, 28 retirement plans with 100 or more participants reported paying Professional Benefit Services $5,000 or more. Those plans cover 22,148 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $303K. Per plan, the median was $22.69 per participant, with the middle half of plans between $13.00 and $37.58. 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 (10), Washington (7) and California (3).
In 2012 it appeared on 6 such filings; in 2024, 29. 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 | $13.00 | $22.69 | $37.58 |
| Compensation as a share of plan net assets | 0.08% | 0.12% | 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 |
|---|---|---|---|---|---|
| Avamere Health Services 401(k) Plan | Avamere Health Services, LLC | OR | 9,807 | $32.3M | $39K |
| Ambitions 401 K Plan | Ambitions, Inc. | NV | 1,679 | $25.0M | $29K |
| Archways to Retirement 401(k) Plan | Seaman Restaurant Corporation | OR | 1,612 | $8.3M | $4,875 |
| Daher Aircraft, Inc. 401(k) Plan | Daher Aircraft, Inc. | FL | 1,227 | $16.7M | $26K |
| Tanadgusix Corporation 401(k) Plan and Trust | Tanadgusix Corporation | AK | 758 | $34.6M | $10K |
| Heritage Health 403(b) Plan | Heritage Health | ID | 726 | $9.6M | $22K |
| Huntwood Industries 401(k) Plan | T.R.A. Industries, Inc. DBA Huntwood Industries | WA | 634 | $5.2M | $15K |
| Cowlitz Indian Tribe 401(k) Plan | Cowlitz Indian Tribe | WA | 500 | $15.9M | $22K |
| Metropolitan Development Council 403(b) Plan | Metropolitan Development Council | WA | 490 | $6.1M | $13K |
| Docker 401(k) Profit Sharing Plan | Docker, Inc. | CA | 442 | $14.2M | $5,375 |
| Truline 401(k) Plan | Truline Corporation | NV | 434 | $7.5M | $9,559 |
| Eagle Eye Produce 401(k) Plan | Eagle Eye Produce | ID | 394 | $9.8M | $1,300 |
| Spartan Management, LLC 401(k) Plan | Spartan Management LLC | OR | 366 | $4.2M | $5,452 |
| Signature Healthcare at Home 401(k) Plan | Signature Health Services, LLC | OR | 360 | $13.6M | $19K |
| Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust | Apoyo Financiero, Inc. | CA | 309 | $970K | $1,875 |
| Herb Pharm, LLC Savings Plan | Herb Pharm, LLC | OR | 291 | $7.1M | $8,159 |
| CCS Early Learning Retirement Plan | CCS Early Learning | AK | 282 | $2.3M | $3,500 |
| Development Workshop, Inc. Retirement Savings Plan | Development Workshop, Inc. | ID | 253 | $1.7M | $7,071 |
| Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust | Willamette Valley Vineyards Inc. | OR | 238 | $4.3M | $2,001 |
| First Call 401(k) Plan | First Call Home Health, LLC | OR | 171 | $4.9M | $11K |
| Prescryptive Health 401(k) Plan | Prescryptive Health Inc. | WA | 167 | $7.5M | $6,250 |
| South 49 Holdings Ltd. 401(k) Plan | South 49 Holdings, Ltd. | CA | 164 | $13.1M | $12K |
| Oic of Washington Retirement Plan | Oic of Washington | WA | 162 | $3.8M | $6,162 |
| Sherman Bros. 401(k) Plan | Sherman Bros. Inc. | OR | 161 | $3.5M | $4,530 |
| TCRS 401(k) Plan | Tri Cities Residential Services, Inc. | WA | 148 | $3.3M | $3,250 |
| United Pacific Forest Products, Inc. 401(k) Plan | United Pacific Forest Products, Inc. | OR | 147 | $4.9M | $2,729 |
| The Dallas Glass 401(k) Retirement Plan | DG3, Inc. DBA Dallas Glass | OR | 120 | $9.2M | $7,414 |
| Community Bank 401(k) Retirement Plan | Community Bank | WA | 106 | $6.0M | $5,687 |
Questions and answers
How many plans does Professional Benefit Services serve?
28 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 Professional Benefit Services?
The median plan reported $22.69 per participant in direct and indirect compensation (28 plans reporting an amount), or 0.12% 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 (20 plans), Other services (7 plans), Recordkeeping and information management (2 plans) and Participant loan processing (1 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.