Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Reynolds Consulting Services, LLC
Most often reported for investment advisory and management
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, 62 retirement plans with 100 or more participants reported paying Reynolds Consulting Services, LLC $5,000 or more. Those plans cover 197,309 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $2.4M. Per plan, the median was $27.33 per participant, with the middle half of plans between $13.12 and $39.84. 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 New York (37), New Jersey (12) and Tennessee (5).
In 2009 it appeared on 18 such filings; in 2024, 66. 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 | $13.12 | $27.33 | $39.84 |
| Compensation as a share of plan net assets | 0.01% | 0.03% | 0.06% |
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 |
|---|---|---|---|---|---|
| Southern District Ubc Defined Contribution Fund | Board of Trustees of the Southern District Ubc Defined Contribution F | TN | 51,643 | $1.24B | $37K |
| Local 338 Retirement Fund | Trustees Local 338 Retirement Fund | NY | 17,068 | $604M | $95K |
| Local 338 Annuity Fund | Board of Trustees Local 338 Annuity Fund | NY | 13,890 | $60.7M | $10K |
| Nysa-Ila Pension Trust Fund & Plan | Board of Trustees, Nysa-Ila Pension Trust Fund and Plan | NJ | 8,915 | $1.36B | $186K |
| Building Trades Annuity Benefit Fund | The Building Industry Electrical Contractors Association, Inc. | NY | 7,092 | $116M | $38K |
| Usmx-Ila Money Purchase Fund and Savings Plan | Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan | NJ | 6,485 | $128M | $80K |
| United Wire, Metal & Machine Pension Fund | Board of Trustees of U.W.M. & M. Pension Fund | NY | 5,682 | $213M | $73K |
| Sheet Metal Workers Local Union No. 28 Pension Fund | Board of Trustees of SMW Lu No. 28 Pension Fund | NY | 5,570 | $364M | $29K |
| Atlanta Plumbers & Steamfitters Pension Fund | Atlanta Plumbers & Steamfitters Pension Fund | FL | 5,052 | $452M | $41K |
| Nysa-Ila Money Purchase Pension Fund and Plan | Board of Trustees | NJ | 4,970 | $936M | $186K |
| Plumbers & Steamfitters 72 Defined Contrib Fund | Plumber & Steamfitters 72 Defined Contrib Fund | FL | 4,388 | $162M | $38K |
| Sheet Metal Workers Local Union No. 28 Annuity Fund | Board of Trustees of SMW Lu No. 28 Annuity Fund | NY | 4,020 | $590M | $35K |
| T. W. U. - S. T. S. 401(k) Retirement Plan | Suffolk Transportation Services, Inc. | NY | 3,281 | $109M | $2,850 |
| The Local 7 Tile Industry Annuity Fund | TMT Bac Local Union #7 | NY | 3,116 | $213M | $46K |
| Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund | Board of Trustees Local 1298 Annuity Fund | NY | 2,968 | $281M | $29K |
| Cement and Concrete Workers DC Pension Fund | Board of Trustees of the Cement and Concrete Workers DC Pension FD | NY | 2,953 | $715M | $32K |
| Warehouse Employees Local No. 570 Pension Fund | Warehouse Employees Local No. 570 | MD | 2,942 | $255M | $38K |
| Cement and Concrete Workers DC Annuity Fund | Board of Trustees of the Cement and Concrete Workers DC Annuity | NY | 2,752 | $210M | $48K |
| Refrigeration, A/c & Service Div. (Ua-Nj) Annuity Plan | Refrigeration, A/c & Service Div. (Ua-Nj) Annuity Fund | NJ | 2,730 | $418M | $24K |
| Metal Lathers Local 46 Pension Fund | Board of Trustees of Metal Lathers Local 46 Pension Fund | NY | 2,504 | $545M | $35K |
| Electrician's Retirement Fund | The Building Industry Electrical Contractors Association, Inc. | NY | 2,208 | $236M | $48K |
| Metal Lathers Local 46 Annuity Fund | Board of Trustees of Metal Lathers Local 46 Annuity Fund | NY | 2,034 | $328M | $38K |
| U. a. Local Union No. 614 Pension Plan | Trustees - U. a. Local Union No. 614 Pension Plan | TN | 1,978 | $204M | $52K |
| I a T S E Local 764 401(k) Plan | Board of Trustees of the IATSE Local 764 401(k) Plan | NY | 1,887 | $99.8M | $15K |
| Plumbers Local 9 Pension Plan | Plumbers Local 9 Pension Fund | NJ | 1,867 | $307M | $28K |
| Northeast District Council of the Opcmia Annuity Fund | Northeast District Council of the Opcmia Annuity Fund | NY | 1,848 | $186M | $60K |
| Plumbers & Pipefitters Local 9 Surety Plan | Plumbers and Pipefitters Local 9 Surety Fund | NJ | 1,723 | $311M | $25K |
| Local 1205 Pension Fund | Board of Trustees of Local 1205 Pension Fund | NY | 1,695 | $269M | $27K |
| Drywall Tapers Annuity Fund | Board of Trustees Drywall Tapers Annuity Fund | NY | 1,444 | $77.3M | $22K |
| Local 810 Affliated Pension Plan | Board of Trustees of Local 810 Affiliated Pension Plan | NY | 1,442 | $33.2M | $42K |
| United Plant & Production Workers L175 Annuity Fund | Board of Trustees of United Plant Production Workers L175 Annuity FD | NY | 1,263 | $37.0M | $27K |
| Ironworkers Local Union No. 167 Pension Plan | Board of Trustees - Ironworkers Local Union No. 167 Pension Plan | TN | 1,218 | $72.9M | $30K |
| Drywall Pension Fund | Board of Trustees Drywall Pension Fund | NY | 1,216 | $175M | $36K |
| IBEW Local 505 Neca Pension Plan | IBEW Local 505 Neca Pension Plan | AL | 1,071 | $71.7M | $44K |
| Local 8A-28A 401(k) Retirement Fund | Board of Trustees Local 8A-28A 401(k) | NY | 1,015 | $61.5M | $29K |
| Suburban Wholesalers Association Pension Plan | Trustee of Suburban Wholesalers Association Pension Plan | NY | 996 | $22.2M | $29K |
| Local Union 903 I.B.E.W. Pension Plan | Local Union 903 I.B.E.W. Pension Plan | AL | 979 | $81.0M | $41K |
| Local 74 U.S.W.U. 401(k) Savings Plan | Board of Trustees of Local 74 U.s.w.u 401(k) Savings Plan | NY | 906 | $13.3M | $32K |
| Boilermakers Local Lodge No. 5 Annuity Fund | Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund | NY | 886 | $53.9M | $30K |
| Cement Masons Local 780 Pension Fund | Cement Masons Local 780 Pension Fund | NY | 876 | $165M | $27K |
Questions and answers
How many plans does Reynolds Consulting Services, LLC serve?
62 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 Reynolds Consulting Services, LLC?
The median plan reported $27.33 per participant in direct and indirect compensation (62 plans reporting an amount), or 0.03% 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 Investment advisory (plan) (53 plans), Consulting (pension) (4 plans), Investment management (3 plans) and Consulting (general) (2 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.