My Plan Facts

Uniglobal Pension Planning, Inc.Retirement plans that name this organisation on Schedule C

Schedule C of plan year 2024

Service that plans report most
Recordkeeping and administration
Plans that name it
27
Participant records in those plans
11,457
States
9

27 retirement plans with 100 or more participants name this organisation on Schedule C for plan year 2024.

The service that the plans report most often is recordkeeping and administration.

The plans reported $368K of compensation to the organisation, direct and indirect.

By plans that name it, it was number 181 of 199 providers whose plans report recordkeeping and administration most often.

The number of plans that name it rose by 20.0% from plan year 2023 to 2024.

Added together, the plans that name the 688 providers with plans in both years rose by 2.4%.

Plans with 100 to 249 participants were 66.7% of the plans that name it. They were 28.6% of the plans that name any provider with a page.

While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.

The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.

EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .

In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Schedule C lists a provider only when a plan paid it $5,000 or more. Source of the figures: the Form 5500 datasets, filings received through .

Client plans

Uniglobal Pension Planning, Inc.: the 27 client plans with the most participants, in the order of the plan namesThe last column is the Schedule C compensation that the plan reported for this organisation.
PlanSponsorStateParticipantsNet assetsCompensation reported
A&t Systems, Inc. 401(k) Profit Sharing PlanA&t Systems, Inc.MD101$6.0M$10K
Axiom Systems, Inc. 401(k) PlanAxiom Systems, Inc.MD122$23.9M$11K
Axiom Systems, Inc. 401(k) PlanAxiom Exchange Services, Inc.MD104$21.0M$11K
Bay Ship & Yacht Co. 401(k) PlanBay Ship and Yacht CompanyCA540$35.4M$32K
Baywood Hotels, Inc. 401(k) PlanBaywood Hotels, Inc.MD211$10.1M$5,258
Bellwether Education Partners 401(k) PlanBellwether Education Partners, Inc.MA169$18.5M$13K
Blue Umbrella 401(k) PlanAdvanced Systems Engineering CorporationVA182$47.1M$21K
Brivo Systems LLC 401(k) PlanBrivo, Inc.MD474$20.0M$7,964
Calsoft Labs, Inc. 401(k) PlanCalsoft Labs, Inc.CA486$2.9M$4,654
Caqh 401(k) PlanCouncil for Affordable Quality Healthcare, Inc.DC236$29.7M$13K
Centralcare, Incorporated 401(k) PlanCentralcare, IncorporatedVA1,070$3.9M$2,375
Chiaramonte Construction Company 401(k) PlanChiaramonte Construction CompanyDC155$9.6M$17K
Clasi Bargaining Unit 401(k) Retirement PlanCommunity Labor Administrative Services Inc.NY131$967K$190
Ganz U.S.A. LLC 401(k) PlanGanz U.S.A. LLCNY237$19.5M$11K
Humanco 401(k) PlanHumanco Assets LLCTX194$4.6M$11K
Imtas 401(k) PlanInnovative Management & Technology Approaches, Inc.VA267$5.2M$2,724
Karsun Solutions, LLC 401(k) PlanKarsun Solutions, LLCVA582$43.6M$19K
Krafton Americas, Inc. 401(k) PlanKrafton Americas, Inc.CA161$8.0M$5,540
Longenecker & Associates, Inc. 401(k) PlanLongenecker & Associates, Inc.NV191$14.0M$10K
Network Designs, Inc. 401(k) Retirement PlanNetwork Designs, Inc.VA243$21.3M$12K
Ntrepid, LLC 401(k) Defined Contribution PlanNtrepid, LLCVA345$67.4M$58K
Paradyme Management, Inc. Retirement PlanParadyme Management, Inc.VA247$13.1M$3,225
Striking Distance Studios, Inc. 401(k) PlanStriking Distance Studios, Inc.CA177$9.4M$25K
The 401(k) Profit Sharing Plan and Trust of Christensen Oconnor Johnson Kindness PLLCChristensen Oconnor Johnson Kindness PLLCWA147$39.5M$9,266
The British Embassy 401(k) PlanThe British EmbassyDC764$46.5M$30K
Veros Technologies, LLC 401(k) PlanVeros Technologies, LLCVA144$18.6M$6,929
Zum 401(k) Retirement PlanZum SF, Inc.CA3,777$12.9M$16K

Compensation that the plans report

Uniglobal Pension Planning, Inc.: quartiles across its client plans, plan year 202427 plans report an amount. Fund expense ratios are not in Form 5500.
LineFirst quartileMedianThird quartile
Compensation for each participant$20.86$48.31$80.60
Compensation as a share of the net assets of the plan0.04%0.06%0.09%

The amounts are what each plan reported for this organisation. They are not the total cost of a plan.

Uniglobal Pension Planning, Inc.: filings that name it, by plan yearThe site groups the rows by the EIN of the provider. A merger or a new EIN starts a new series.
Plan yearPlansCompensation reported
2025 (not complete)28$452K
202424$345K
202320$269K
202223$211K
202126$270K
202017$164K
201915$164K
201815$123K
201717$104K
20169$67K
20159$55K
20149$72K
20136$31K
20126$37K
20116$39K
20105$27K
20090$0

Client plans by size, state and service

By plan size

By service code

Contract Administrator
18 plans
Other services
12 plans
Recordkeeping and information management
2 plans
Participant loan processing
2 plans

By state of the plan sponsor

California
5 plans
Maryland
5 plans
Nevada
1 plans
New York
2 plans
Texas
1 plans
Virginia
8 plans
Washington
1 plans

Cite this page

My Plan Facts. "Uniglobal Pension Planning, Inc." https://myplanfacts.com/provider/uniglobal-pension-planning-inc/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.

Where this page gets its figures

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, Schedule C Part I line 2. The datasets are in the public domain. The site groups the rows by the EIN that each plan gives for the provider. A row without an EIN goes to the EIN that plans give most for the same name. A provider that fewer than 25 plans name has no page. How the figures are made. Report an error.

Search engines do not list this page. The site asks for 50 plans or more that name a provider.

Questions

How much did a plan report for this organisation?

The median was $48.31 for each participant, across 27 plans that reported an amount for plan year 2024. The middle half of the plans reported $20.86 to $80.60. The amount depends on the services that a plan buys.

Which services do the plans report?

18 plans report the service code 13: Contract Administrator. 12 plans report the service code 49: Other services. 2 plans report the service code 15: Recordkeeping and information management.

Why is a plan not on the list?

Schedule C lists a provider only when the plan paid it $5,000 or more. Only plans with 100 or more participants file Schedule C. The site groups the rows by the EIN of the provider.