Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Retirement Management Services, LLC
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, 46 retirement plans with 100 or more participants reported paying Retirement Management Services, LLC $5,000 or more. Those plans cover 46,349 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $537K. Per plan, the median was $16.64 per participant, with the middle half of plans between $10.56 and $39.02. 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 Kentucky (35), Indiana (2) and Maryland (2).
In 2009 it appeared on 9 such filings; in 2024, 47. 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 | $10.56 | $16.64 | $39.02 |
| Compensation as a share of plan net assets | 0.03% | 0.05% | 0.09% |
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 |
|---|---|---|---|---|---|
| US LBM Holdings, LLC 401(k) Plan | US LBM, LLC | GA | 17,809 | $620M | $74K |
| Management Registry 401(k) Plan | Management Registry, Inc. | KY | 4,790 | $6.1M | $7,490 |
| Chimes International Limited 403(b) Plan | Chimes International Limited | MD | 3,725 | $62.6M | $19K |
| 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. | Goodwill Industries of Kentucky, Inc. | KY | 3,610 | $21.7M | $38K |
| New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan | New Lexington Clinic, P.S.C. | KY | 2,000 | $295M | $18K |
| Southeast Christian Church Restated Retirement and Savings Plan | Southeast Christian Church of Jefferson County, Kentucky, Inc. | KY | 878 | $39.8M | $18K |
| Frost Brown Todd LLP Retirement Savings Plan | Frost Brown Todd LLP | KY | 876 | $330M | $12K |
| Saver Group, Inc. Employee Stock Ownership Plan | Saver Group, Inc. | KY | 864 | $6.9M | $31K |
| Aeg Merit Holding Company 401(k) Plan | Elevation Services Holdings II, LLC | NY | 725 | $52.0M | $29K |
| JCC on the Palisades 403(b) Retirement Plan | Kaplen Jewish Community Center on the Palisades | NJ | 695 | $10.3M | $7,400 |
| Feeders Supply Company, LLC Profit Sharing Plan | Feeders Supply Company, LLC | KY | 655 | $15.8M | $14K |
| The Pain Associates 401(k) Plan | Commonwealth Pain Associates, PLLC | KY | 589 | $17.5M | $6,191 |
| Stites & Harbison, PLLC Restated Security Plan I | Stites & Harbison | KY | 490 | $184M | $7,860 |
| Ikeyless, LLC 401(k) P/s Plan | Ikeyless, LLC | KY | 485 | $13.6M | $16K |
| Madison Precision Products, Inc. Retirement Plan | Madison Precision Products, Inc. | IN | 460 | $19.6M | $4,950 |
| Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc. | Health Care for the Homeless, Inc. | MD | 432 | $8.8M | $6,380 |
| Hall Contracting of Kentucky, Inc. Davis Bacon/prevailing Wage, 401(k) Retirement and Profit Sharing Plan | Hall Contracting of Kentucky, Inc. | KY | 427 | $26.7M | $13K |
| Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan | Rood, Riddle & Partners, P.S.C. | KY | 396 | $38.1M | $5,022 |
| Wendell Foster's Campus for Developmental Disabilities, Inc. 403(b) Plan | Wendell Foster's Campus for Developmental Disabilities, Inc. | KY | 393 | $13.2M | $6,392 |
| Stockton Mortgage Corporation 401(k) Plan | Stockton Mortgage Corporation | KY | 391 | $19.2M | $11K |
| Partners in Home Care Retirement Plan | Partners in Home Care, Inc. | MT | 368 | $11.8M | $15K |
| Flynn Brothers Contracting Inc. 401 K Profit Sharing Plan | Flynn Brothers Contracting, Inc. | KY | 347 | $15.4M | $4,821 |
| Magnolia Bank Retirement Savings Plan | Magnolia Bank | KY | 337 | $16.5M | $3,509 |
| American Roofing & Metal Company, Inc. Retirement Savings Plan | American Roofing & Metal Company, Inc. | KY | 320 | $3.3M | $873 |
| First Southern Bancorp Inc. 401(k) Plan | First Southern Bancorp Inc. | KY | 311 | $43.1M | $1,950 |
| Carrier Process Equipment Group, Inc. 401(k) Plan and Trust | Carrier Process Equipment Group, Inc. | KY | 311 | $26.4M | $19K |
| Arrow Electric Co. Inc. Retirement Plan | Arrow Electric Co., Inc. | KY | 257 | $9.9M | $4,374 |
| Community Financial Services Bank 401(k) Plan | Community Financial Services, Inc. | KY | 245 | $2.7M | $1,400 |
| Community Financial Services, Inc. Employee Stock Ownership Plan | Community Financial Services, Inc. | KY | 240 | $23.5M | $24K |
| Zander Group Holdings, Inc. 401(k) Plan | Zander Group Holdings, Inc. | TN | 232 | $10.0M | $4,025 |
| Interapt Retirement Plan | Interapt, LLC | KY | 231 | $705K | $3,384 |
| Pinnacle Eye Care 401(k) Savings Plan | Pinnacle Eye Care, Inc. d/b/a Vision First | KY | 228 | $8.3M | $6,611 |
| QSR Automations, Inc. 401(k) Plan | QSR Automations, Inc. | KY | 209 | $9.4M | $4,630 |
| Juniper Health Retirement Plan | Juniper Health, Inc. | KY | 192 | $5.6M | $9,761 |
| Chuhatsu 401(k) Savings Plan | Chuhatsu North America, Inc. | KY | 191 | $6.0M | $2,032 |
| American Beverage Marketers 401(k) Retirement Plan | American Beverage Marketers | IN | 190 | $36.4M | $13K |
| Pauls Fruit Market 401(k) Plan | Paul's Fruit Market | KY | 180 | $6.8M | $7,169 |
| Swift & Staley Governmental Services 401(k) Plan | Swift & Staley Inc. | KY | 174 | $14.4M | $7,975 |
| Marine Solutions, Inc. Retirement Plan | Marine Solutions, Inc. | KY | 166 | $12.6M | $21K |
| Hillerich & Bradsby Co. Thrift Plan | Hillerich & Bradsby Co. | KY | 152 | $9.6M | $1,475 |
Questions and answers
How many plans does Retirement Management Services, LLC serve?
46 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 Retirement Management Services, LLC?
The median plan reported $16.64 per participant in direct and indirect compensation (46 plans reporting an amount), or 0.05% 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 (22 plans), Other services (22 plans), Recordkeeping and information management (6 plans) and Consulting (general) (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.