Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Retirement Planners & Administrator
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.
Retirement Planners & Administrator is named as a service provider on the Schedule C of 32 retirement plans with 100 or more participants for plan year 2024, covering 18,943 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $730K. Per plan, the median was $37.11 per participant, with the middle half of plans between $17.75 and $56.95. 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 Virginia (11), Maryland (10) and New York (2).
In 2009 it appeared on 19 such filings; in 2024, 32. 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 | $17.75 | $37.11 | $56.95 |
| Compensation as a share of plan net assets | 0.07% | 0.11% | 0.17% |
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 |
|---|---|---|---|---|---|
| Thompson Hospitality 401(k) Profit Sharing Plan | Thompson Hospitality Corporation | VA | 2,450 | $14.6M | $48K |
| Intl. Brotherhood of Electrical Workers Local Union No. 1919 Annuity Fund | Trustees of IBEW Local 1919 Annuity | NJ | 2,026 | $17.9M | $30K |
| Ampler Group 401(k) Plan | Ampler QSR, LLC | KS | 1,854 | $14.9M | $24K |
| Florida Health Care Plan, Inc. 401(k) Plan | Florida Health Care Plan, Inc. | FL | 1,631 | $86.5M | $192K |
| Ourisman Automotive 401(k) Plan | Rockmont Motor Company T/a Ourisman Rockmont, Inc. | MD | 1,242 | $18.6M | $21K |
| Bridgepoint Healthcare 401(k) Plan | Bridgepoint Healthcare, LLC | VA | 974 | $8.4M | $32K |
| Kerecis, LLC 401(k) Plan | Kerecis, LLC | VA | 644 | $10.4M | $5,164 |
| Carter Healthcare, LLC 401(k) and Profit Sharing Plan | Carter Healthcare,llc | OK | 576 | $10.9M | $26K |
| Dynamic Service Solutions 401(k) Plan | Dynamic Service Solutions, LLC | MD | 557 | $5.6M | $22K |
| P E Systems, Inc. 401(k) and Profit Sharing Plan | P E Systems, Inc. | VA | 533 | $30.1M | $39K |
| Nve, Inc. 401(k) Plan | Nve Inc. | VA | 524 | $5.6M | $5,179 |
| Brailsford & Dunlavey, Inc. 401(k) Plan | Brailsford & Dunlavey, Inc. | DC | 466 | $44.9M | $33K |
| Chapel Valley Landscape Company 401(k) Plan | Chapel Valley Landscape Company | MD | 452 | $8.4M | $14K |
| Mes, Inc. 401(k) Plan | Manufacturing Engineering Systems, Inc. | MD | 436 | $11.0M | $7,923 |
| Servefed, Inc. 401(k) Plan | Servefed, Inc. | MD | 431 | $5.7M | $7,688 |
| Al Jazeera International (USA) 401(k) Retirement Plan | Al Jazeera International (USA) LLC | DC | 383 | $51.3M | $18K |
| Grady Management, Inc. 401(k) Savings Plan | Grady Management, Inc. | MD | 346 | $18.1M | $16K |
| Crown Consulting, Inc. 401(k) Profit Sharing Plan | Crown Consulting, Inc. | VA | 331 | $25.8M | $19K |
| KT Enterprises, Inc. 401(k) Plan | KT Enterprises, Inc. | VA | 325 | $20.6M | $26K |
| Pressmen Local 72 401(k) Retirement Plan | Board of Trustees of the Pressmen Local 72 401(k) Retirement Plan | MD | 319 | $13.6M | $13K |
| Media Iq Digital N.A. 401(k) Plan | Miq Digital USA, Inc. | NY | 311 | $9.8M | $5,443 |
| City Harvest Inc. 403(b) Plan | City Harvest Inc. | NY | 307 | $15.3M | $12K |
| Midland LLC Retirement Plan | Midland Industrial Service, LLC | AR | 256 | $5.5M | $6,000 |
| Phillips Foods, Inc. 401(k) Profit Sharing Plan | Phillips Foods, Inc. | MD | 215 | $11.7M | $13K |
| Itc Defense Corp. 401(k) Profit Sharing Plan | Itc Defense Corp. | SC | 210 | $4.8M | $1,900 |
| Middleburg 401(k) Plan | Middleburg Management, LLC | VA | 201 | $7.3M | $20K |
| Environmental Research Group, LLC 401(k) Plan | Environmental Research Group, LLC | MD | 173 | $9.2M | $1,900 |
| Tripoint Solutions 401 K Profit Sharing Plan | Tripoint Solutions, LLC | VA | 170 | $6.6M | $9,421 |
| The Covenant School 401(k) Plan | The Covenant School | VA | 168 | $4.7M | $4,894 |
| Florida Health Care Plan, Inc. 403(b) Plan | Florida Health Care Plan, Inc. | FL | 160 | $11.3M | $23K |
| Tcu Staff 401(k) Plan | Nat'l Union of the Transportation Communications Union /iam | MD | 154 | $17.1M | $30K |
| Ejf Capital LLC 401(k) Profit Sharing Plan | Ejf Capital LLC | VA | 118 | $22.9M | $4,107 |
Questions and answers
How many plans does Retirement Planners & Administrator serve?
32 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 Planners & Administrator?
The median plan reported $37.11 per participant in direct and indirect compensation (32 plans reporting an amount), or 0.11% 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 (18 plans), Other services (11 plans), Recordkeeping and information management (8 plans) and Consulting (pension) (5 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.