Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
The Pension Service, Inc.
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.
The Pension Service, Inc. is named as a service provider on the Schedule C of 27 retirement plans with 100 or more participants for plan year 2024, covering 14,489 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $290K. Per plan, the median was $31.92 per participant, with the middle half of plans between $15.45 and $51.94. 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 Connecticut (7), Massachusetts (6) and Maine (4).
In 2009 it appeared on 6 such filings; in 2024, 26. 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 | $15.45 | $31.92 | $51.94 |
| Compensation as a share of plan net assets | 0.04% | 0.06% | 0.07% |
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 |
|---|---|---|---|---|---|
| Rarebreed Veterinary Partners 401(k) Plan | Project Inspire, Inc. DBA Rarebreed Veterinary P | ME | 3,639 | $66.0M | $27K |
| Physicians for Women's Health, LLC Savings and Retirement Plan | Physicians for Women's Health, LLC | CT | 1,675 | $213M | $31K |
| Aspire Living & Learning, Inc. 403(b) Plan | Aspire Living & Learning, Inc. | VT | 1,265 | $27.8M | $13K |
| Wingate Management Company 401(k) Plan | Wingate Management Company LLC | MA | 938 | $29.6M | $1,884 |
| Suburban Home Health Care Services Group Retirement Plan | Suburban Home Health Care, Inc. | MA | 747 | $14.4M | $9,116 |
| Southern Legacy Waffles, LLC 401(k) Plan | Southern Legacy Waffles, LLC | GA | 605 | $17.2M | $11K |
| Hoffman Enterprises 401(k) Savings Plan | Hoffman Enterprises | CT | 597 | $29.6M | $18K |
| Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust | Brattleboro Memorial Hospital | VT | 596 | $28.7M | $3,593 |
| Logistec USA Inc. 401(k) Retirement Plan | Logistec USA Inc. | MD | 475 | $22.1M | $34K |
| Blue Mantis, Inc. 401(k) Plan | Blue Mantis, Inc. | NH | 375 | $32.6M | $22K |
| New Communities, Inc. 403(b) Plan | New Communities, Inc. | ME | 368 | $8.2M | $0 |
| The Mary Wade Home, Inc. 403(b) Savings Plan | The Mary Wade Home, Inc. | CT | 367 | $4.8M | $2,524 |
| New Communities, Inc. 403(b) Plan | New Communities, Inc. | ME | 348 | $6.8M | $0 |
| Bluegrass Ingredients, Inc. 401(k) Plan | Bluegrass Ingredients, Inc. | KY | 304 | $6.1M | $11K |
| Superalloy MFG Solutions Corp. 401(k) Ret Plan | Superalloy Manufacturing Solutions Corp. | OH | 216 | $14.6M | $8,670 |
| The J.R. Hobbs Co.-Atlanta, LLC 401(k) Plan | The J.R. Hobbs Co. - Atlanta, LLC | GA | 209 | $3.3M | $0 |
| Shults Auto Group 401(k) Plan | Ed Shults Chevrolet, Inc. | NY | 204 | $6.4M | $17K |
| Eagle Leasing Company Section 401(k) Profit Sharing Plan | Eagle Leasing Company | CT | 189 | $25.5M | $9,464 |
| John Galt Staffing, Inc. Retirement Savings Plan | John Galt Staffing, Inc. | MA | 187 | $17.2M | $15K |
| J.D. Raymond Transport, Inc. 401(k) Plan | J.D. Raymond Transport, Inc. | ME | 186 | $4.3M | $3,887 |
| Summit Handling Systems, INC.401(K) Profit Sharing Plan | Summit Handling Systems, Inc. | CT | 173 | $11.8M | $3,491 |
| Neue Galerie New York 403(b) Plan | Neue Galerie New York | NY | 163 | $12.9M | $5,599 |
| Gladeview Health Care Center 401(k) Plan | Gladeview Health Care Center | CT | 151 | $3.9M | $2,497 |
| Imperial Electronic Assembly, Inc. 401(k) PS Plan | Imperial Electronic Assembly, Inc. | CT | 141 | $11.8M | $5,325 |
| Clean Air Task Force Safe Harbor 401(k) Plan | Clean Air Task Force | MA | 131 | $12.5M | $6,200 |
| Lenco Industries, Inc. 401(k) Retirement Plan | Lenco Industries, Inc. | MA | 120 | $15.0M | $12K |
| Erland Construction, Inc. 401(k) Plan | Erland Construction, Inc. | MA | 120 | $27.2M | $19K |
Questions and answers
How many plans does The Pension Service, Inc. serve?
27 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 The Pension Service, Inc.?
The median plan reported $31.92 per participant in direct and indirect compensation (24 plans reporting an amount), or 0.06% 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 (16 plans), Recordkeeping and information management (5 plans), Other services (4 plans) and Actuarial (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.