Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Retirement Solutions Specialists
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 Solutions Specialists is named as a service provider on the Schedule C of 66 retirement plans with 100 or more participants for plan year 2024, covering 31,018 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $995K. Per plan, the median was $35.63 per participant, with the middle half of plans between $18.05 and $54.11. 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 Florida (54), Georgia (4) and Texas (2).
In 2015 it appeared on 5 such filings; in 2024, 64. 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 | $18.05 | $35.63 | $54.11 |
| Compensation as a share of plan net assets | 0.06% | 0.08% | 0.14% |
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 |
|---|---|---|---|---|---|
| Loyal Source Government Services 401(k) Plan | Loyal Source Government Services, LLC | FL | 2,401 | $19.1M | $45K |
| Fullsteam Personnel LLC 401(k) Plan | Fullsteam Personnel LLC | AL | 1,785 | $61.8M | $24K |
| Foundation Partners Group, LLC Retirement Savings Plan | Foundation Partners Group, LLC | FL | 1,690 | $31.6M | $16K |
| KNOWBE4, Inc. 401(k) Profit Sharing Plan & Trust | KNOWBE4, Inc. | FL | 1,473 | $57.2M | $23K |
| Eye Health America 401(k) Plan | Eye Health America, LLC | SC | 1,408 | $45.3M | $69K |
| Guidepoint Security, LLC 401(k) Plan | Guidepoint Security, LLC | VA | 1,111 | $71.0M | $21K |
| Intelident Solutions, Inc. 401(k) Plan | Intelident Solutions, Inc. | FL | 969 | $22.9M | $65K |
| Diploma Holdings, Inc. 401(k) Plan | Diploma Holdings, Inc. | FL | 889 | $46.8M | $16K |
| David a. Straz Jr. Center for the Performing Arts Retirement Plan | Tampa Bay Performing Arts Center Inc., DBA David a. Straz Jr. Center | FL | 736 | $13.4M | $14K |
| Optimum Hit LLC 401(k) Profit Sharing Plan & Trust | Optimum Healthcare IT, LLC | FL | 683 | $14.5M | $18K |
| Gte Federal Credit Union 401(k) Retirement Plan | Gte Federal Credit Union | FL | 664 | $61.3M | $43K |
| Sangoma US Inc. 401(k) Plan | Sangoma US Inc. | FL | 568 | $40.0M | $26K |
| Action Enterprise 401(k) Plan | Action Enterprise Holdings, LLC | AL | 558 | $15.9M | $11K |
| Wilsonhcg, Inc. 401(k) Plan | Wilsonhcg, Inc. | FL | 521 | $16.9M | $29K |
| Beaver Toyota 401(k) Plan | Beaver Motors, Inc. DBA Beaver Toyota St. Augustine | FL | 494 | $11.9M | $8,840 |
| Metrohm USA, Inc. and Its Affiliated Companies 401(k) Plan | Brinkmann Instruments, Inc. DBA Metrohm USA, Inc. | FL | 489 | $58.1M | $16K |
| Barfield, Inc. 401(k) Savings Plan | Barfield, Inc. | FL | 479 | $20.0M | $20K |
| Oglethorpe, Inc. 401(k) Plan | Oglethorpe, Inc. | FL | 475 | $5.6M | $11K |
| Gators & Piesanos 401(k) Plan | JR Management, Inc. | FL | 466 | $2.2M | $826 |
| Slide Insurance Holdings, Inc. 401(k) Plan | Slide Insurance Holdings, Inc. | FL | 452 | $12.2M | $4,224 |
| Deepwatch, Inc. 401(k) Plan | Deepwatch, Inc. | FL | 432 | $20.2M | $23K |
| Cimbar 401(k) Plan | United Minerals & Properties, Inc. | GA | 430 | $10.0M | $8,077 |
| Mahaffey Apartment Company 401(k) Plan | The Mahaffey Apartment Company | FL | 427 | $3.2M | $21K |
| Vallencourt Construction Company, Inc. 401(k) Profit Sharing Plan | Vallencourt Construction Company, Inc. | FL | 409 | $5.3M | $5,708 |
| Bozard Ford Company Employees' 401(k) Savings & Protection Plan | Bozard Ford Company | FL | 397 | $7.9M | $7,088 |
| Revalize, Inc. 401(k) Plan | Revalize Software, Inc. | FL | 385 | $25.9M | $21K |
| Teamviewer 401(k) Plan | Teamviewer US, Inc. | FL | 374 | $21.9M | $20K |
| Johnson & Johnson, Inc. 401(k) Profit Sharing Plan and Trust | Johnson & Johnson, Inc. | FL | 361 | $4.4M | $4,207 |
| Brandt Information Services Retirement Plan | Brandt Information Services, LLC | FL | 356 | $9.0M | $17K |
| American Integrity 401(k) Plan | American Integrity Insurance Group, LLC | FL | 356 | $20.2M | $14K |
| Technical Associates of Georgia, Inc. Retirement Plan | Technical Associates of Georgia, Inc. | GA | 346 | $14.3M | $8,864 |
| Excelsior Defense Inc. Retirement Plan | Excelsior Defense, Inc. | FL | 330 | $1.6M | $26K |
| Vispero 401(k) Plan | Freedom Scientific, Inc. | FL | 328 | $31.9M | $14K |
| Silver Springs Bottled Water Co. Employees Savings Trust | Silver Springs Bottled Water Co. | FL | 327 | $12.3M | $9,338 |
| CHHJ Franchising, L.L.C. 401(k) Plan | CHHJ Franchising L.L.C. | FL | 323 | $5.1M | $13K |
| Trailer Bridge, Incorporated Retirement Savings Plan | Trailer Bridge, Inc. | FL | 321 | $8.5M | $12K |
| Dermatology Medical Partners LLC 401(k) Profit Sharing Plan & Trust | Dermatology Medical Partners LLC | FL | 295 | $5.6M | $9,749 |
| Ici Homes Residential Holdings LLC 401(k) Savings Plan | Ici Homes Residential Holdings LLC | FL | 295 | $20.7M | $16K |
| Food for Less LLC 401(k) Plan | Food for Less LLC | FL | 289 | $180K | $318 |
| North Florida Sales 401(k) Profit Sharing Plan | North Florida Sales Triple P Distributing Co., Inc. | FL | 284 | $9.5M | $7,811 |
Questions and answers
How many plans does Retirement Solutions Specialists serve?
66 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 Solutions Specialists?
The median plan reported $35.63 per participant in direct and indirect compensation (66 plans reporting an amount), or 0.08% 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 (47 plans), Other services (20 plans), Recordkeeping and information management (6 plans) and Participant loan processing (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.