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Providers › Recordkeeping and administration

Service provider · Schedule C, plan year 2024

Retirement Plan Consultants

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.

26plans naming this provider
48,540participant records in those plans
$528Kcompensation reported, direct and indirect
$87.76median reported per participant26 plans with an amount

For plan year 2024, 26 retirement plans with 100 or more participants reported paying Retirement Plan Consultants $5,000 or more. Those plans cover 48,540 participant records, and the service most often reported is recordkeeping and administration.

Reported compensation from those plans, direct and indirect, totalled $528K. Per plan, the median was $87.76 per participant, with the middle half of plans between $40.33 and $130. 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 (3), Nebraska (3) and Georgia (3).

In 2018 it appeared on 24 such filings; in 2024, 25. 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 plans25th percentileMedian75th percentile
Compensation per participant$40.33$87.76$130
Compensation as a share of plan net assets0.08%0.15%0.28%

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

2009: 02010: 02011: 02012: 02013: 02014: 02015: 02016: 02017: 02018: 242019: 52020: 372021: 372022: 342023: 262024: 250372520092012201620202024
Plans with 100+ participants naming this provider
2009: $02010: $02011: $02012: $02013: $02014: $02015: $02016: $02017: $02018: $424K2019: $60K2020: $476K2021: $479K2022: $578K2023: $466K2024: $517K$0$578K$517K20092012201620202024
Compensation reported by those plans

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

Recordkeeping and information management16
Consulting (general)7
Plan Administrator5
Contract Administrator4
Other services4
Participant loan processing4

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Accentcare 401(k) Retirement Savings PlanAccentcare, Inc.TX40,578$355M$23K
Crown Bakeries Retirement PlanCrown Bakeries, LLCTN1,499$25.2M$26K
Mill Rock Packaging, Inc. Retirement Savings PlanMill Rock Packaging, Inc.WA886$60.8M$7,425
RTM & Associates, Inc. Profit SHARING/401(K) PlanRTM & Associates, Inc.IL577$39.7M$23K
GCSS, Inc. DBA Incommunity 401(k) PlanGeorgia Community Support and Solutions, Inc. DBA IncommunityGA515$1.1M$12K
Apercen Partners 401(k) PlanApercen Partners LLCCA467$35.7M$5,675
New Carbon Company, LLC 401(k) Retirement PlanNew Carbon Company, LLCPA355$8.6M$16K
Biorigin Specialty Products Union 401(k) PlanComplete Paper, Inc. DBA Biorigin Specialty ProductsGA296$24.5M$25K
Biorigin Specialty Products 401(k) PlanComplete Paper, Inc. DBA Biorigin Specialty ProductsGA286$33.5M$26K
Alta Ski Lifts Company Retirement PlanAlta Ski Lifts Company DBA Alta Ski AreaUT272$4.8M$6,807
Fairbanks Native Association Profit Sharing PlanFairbanks Native Association, Inc.AK263$11.4M$30K
31st Street Capital Retirement Plan31st Capital Inc.NE253$8.2M$19K
P10 401(k) Profit Sharing PlanP10 Holdings, Inc.TX240$28.3M$14K
National Rarities LLC 401(k) PlanNational Rarities LLCMO215$2.7M$12K
Cosmos Corporation 401(k) Profit Sharing PlanCosmos CorporationMO210$12.3M$28K
Alliance Executive Search, LLC 401(k) Profit Sharing PlanAlliance Executive Search, LLCVA193$14.5M$22K
The Neighborhood Recycling Corporation 403(b) PlanThe Neighborhood Recycling Corporation DBA Eureka! RecyclingMN186$4.3M$18K
Trimetrix, Inc. 401(k) PlanTrimetrix, Inc.VA159$11.1M$26K
Newmeyer & Dillion Employee 401(k) Savings PlanNewmeyer & Dillion, LLPCA147$43.5M$41K
B Lab 403(b) Retirement PlanB Lab CompanyPA140$3.9M$16K
Midland Container Corporation Cash Or Deferred PS PlanMidland Container CorporationWI140$10.0M$6,075
Behavioral Health Specialists Retirement PlanBehavioral Health Specialists, Inc.NE140$2.6M$19K
D'Arcangelo & Co., LLP 401(k) Profit Sharing PlanD'Arcangelo & Co., LLPNY139$30.4M$42K
Colorofchange.org 401(k) PlanColorofchange.orgCA133$5.9M$29K
MM Packaging Product Inc. 401(k) Profit Sharing PlanMM Packaging Product, Inc.CO132$5.8M$16K
Adult and Pediatric Urology P.C. Retirement PlanAdult and Pediatric Urology P.C.NE119$15.2M$21K

Questions and answers

How many plans does Retirement Plan Consultants serve?

26 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 Consultants?

The median plan reported $87.76 per participant in direct and indirect compensation (26 plans reporting an amount), or 0.15% 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 Recordkeeping and information management (16 plans), Consulting (general) (7 plans), Plan Administrator (5 plans) and Contract Administrator (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.