Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Retirement Plan Concepts & 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, 57 retirement plans with 100 or more participants reported paying Retirement Plan Concepts & Services $5,000 or more. Those plans cover 24,365 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $746K. Per plan, the median was $34.33 per participant, with the middle half of plans between $17.85 and $52.20. 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 Indiana (44), Ohio (4) and Illinois (2).
In 2009 it appeared on 6 such filings; in 2024, 57. 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 | $17.85 | $34.33 | $52.20 |
| Compensation as a share of plan net assets | 0.04% | 0.07% | 0.12% |
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 |
|---|---|---|---|---|---|
| Cooper Farms Retirement Plan | Cooper Hatchery, Inc. | OH | 1,894 | $130M | $43K |
| Best-One Tire & Service 401(k) MEP | Zurcher Tire, Inc. | IN | 1,881 | $57.2M | $83K |
| Bowen Health 403(b) Plan | Bowen Health | IN | 1,453 | $25.0M | $40K |
| Tippmann Group Employees 401(k) Plan | Interstate Warehousing, LLC | IN | 1,316 | $43.1M | $22K |
| Vuteq Corporation Retirement Readiness 401(k) Plan | Vuteq USA, Inc. | KY | 1,180 | $25.2M | $11K |
| Ascension Property Services, LLC Retirement Readiness 401(k) Plan | Ascension Property Services, LLC | TN | 1,056 | $20.5M | $8,461 |
| Diversity-Vuteq 401(k) Plan | Diversity-Vuteq, LLC | MS | 1,052 | $6.7M | $2,814 |
| HMR Acquisition Company, Inc. Financial Freedom 401(k) Plan | HMR Acquisition Company, Inc. | IN | 887 | $8.8M | $17K |
| Master Spas, LLC 401(k) Plan | Master Spas, LLC | IN | 790 | $15.6M | $7,662 |
| Integrated Services Retirement Plan | Integrated Services for Behavioral Health | OH | 701 | $14.1M | $12K |
| G. S. Precision, Inc. 401(k) Employee Savings Plan & Trust | G. S. Precision, Inc. | VT | 698 | $35.3M | $50K |
| North Shore Health Centers 401(k) Plan | North Shore Health Centers, Inc. | IN | 654 | $18.4M | $7,702 |
| Easterseals Arc 403(b) Plan | The Arc of Northeast Indiana, Inc. | IN | 596 | $8.5M | $26K |
| Hometown America, LLC Retirement Readiness 401(k) Plan | Hometown America Insurance Service, LLC | IL | 488 | $17.9M | $7,840 |
| 80/20, LLC Retirement Readiness 401(k) Plan | 80/20, LLC | IN | 442 | $18.2M | $8,486 |
| Choices Coordinated Care Solutions, Inc. 401(k) Retirement Plan | Choices Coordinated Care Solutions, Inc. | IN | 436 | $11.1M | $23K |
| Glenbrook Automotive Group 401(k) Plan | Glenbrook Dodge, Inc. | IN | 428 | $15.7M | $18K |
| First Farmers Financial Corp. 401(k) Profit Sharing Plan | First Farmers Financial Corp. | IN | 427 | $40.2M | $29K |
| BMWC Constructors, Inc. Profit Sharing Plan | BMWC Constructors, Inc. | IN | 404 | $81.0M | $19K |
| Northeastern Center, Inc. Retirement Plan | Northeastern Center, Inc. | IN | 404 | $12.8M | $875 |
| Weg Electric Corp. Retirement Readiness 401(k) Plan | Weg Electric Corp. | IN | 334 | $5.0M | $11K |
| Khorporate Holdings, Inc. Employees' Retirement Savings Plan | Khorporate Holdings, Inc. | IN | 308 | $18.8M | $27K |
| Chariot Auto Retirement Readiness 401(K)PLAN | Button Motors Inc. | IN | 289 | $12.6M | $20K |
| Heritage Christian Schools, Inc. 401(k) Plan | Heritage Christian Schools, Inc. | IN | 274 | $7.1M | $6,255 |
| Flodraulic Group 401(k) Plan | Flodraulic Group Inc. | IN | 263 | $13.3M | $6,061 |
| Richmond Baking Company Retirement Readiness 401(k) Plan | Richmond Baking Company | IN | 258 | $9.3M | $4,141 |
| Metalx, LLC 401(k) Plan | Metalx, LLC | IN | 248 | $5.4M | $15K |
| Gibson Insurance Agency, Inc. 401(k) Plan | Gibson Insurance Agency, Inc. | IN | 247 | $38.1M | $21K |
| Michiana Contracting, Inc. 401(k) Profit Sharing Plan | Michiana Contracting, Inc. | IN | 246 | $5.3M | $6,418 |
| Spitrex Orthopedics 401(k) Plan | Culver Tool & Engineering, LLC | IN | 242 | $7.7M | $13K |
| Patriot Engineering 401(k) Plan | Patriot Engineering & Environmental Co., Inc. | IN | 233 | $12.5M | $14K |
| NC Inc. Employees' Savings & Profit Sharing Plan | NC, Inc. | IN | 213 | $13.6M | $6,138 |
| TX Team Rehab, Inc. 401(k) Profit Sharing Plan | TX Team Rehab, Inc. | IN | 201 | $9.3M | $229 |
| Profed Retirement Readiness 401(k) Plan | Profed Federal Credit Union | IN | 199 | $16.4M | $12K |
| Auburn Gear, LLC 401(k) Plan | Auburn Gear, LLC | IN | 195 | $18.2M | $18K |
| Facility Concepts, Inc. 401(k) Plan | Facility Concepts, Inc. | IN | 193 | $1.4M | $601 |
| Meyer Najem 401(k) Profit Sharing Plan | Meyer & Najem Inc. | IN | 192 | $17.6M | $15K |
| Northwest Michigan Surgery Center 401(k) Plan and Trust | Northwest Michigan Surgery Center | MI | 190 | $8.7M | $9,249 |
| United Midwest Savings Bank 401(k) Plan | United Midwest Savings Bank | OH | 189 | $13.0M | $8,575 |
| CCS Employee Retirement Plan | Southwest Chicago Christian School Association | IL | 188 | $4.0M | $6,584 |
Questions and answers
How many plans does Retirement Plan Concepts & Services serve?
57 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 Plan Concepts & Services?
The median plan reported $34.33 per participant in direct and indirect compensation (56 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 (33 plans), Other services (22 plans), Recordkeeping and information management (5 plans) and Participant loan processing (3 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.