Pension Financial Services Inc — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pension Financial Services Inc is reported as a service provider on 46 loaded Form 5500 filing(s) across 45 plan sponsor(s) and 45 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,042,185 and reported indirect compensation totals $208,139.
Reported compensation summary
- Reported direct compensation
- $1,042,185
- Reported indirect compensation
- $208,139
- Total reported compensation
- $1,250,324
- Filings
- 46
- Plan sponsors
- 45
- Plans
- 45
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Holder Construction Group, LLC | GA | 1 | $202,459 |
| Pope Automotive Group | GA | 1 | $170,555 |
| University Physicians Association Inc | TN | 1 | $126,788 |
| United Distributors, Inc. | GA | 1 | $112,911 |
| Fieldturf Usa | GA | 1 | $70,239 |
| Cooper Carry, Inc. | GA | 1 | $57,392 |
| Liberty House Restaurant Corporation | GA | 1 | $44,911 |
| Gentry Locke Rakes & Moore, Llp | VA | 1 | $35,239 |
| Heritage Southeast Bank | GA | 1 | $32,692 |
| First Communities Management, Inc. | GA | 1 | $23,883 |
State footprint
Plans reporting Pension Financial Services Inc are sponsored in GA (32), FL (4), VA (3), OH (2), NC (1), TN (1), TX (1), MS (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Holder Construction Group, LLC | Holder Construction Group, LLC Profit Sharing And 401(K) Plan | 2023 | $199,376 | $3,083 |
| Pope Automotive Group | Pope Group 401(K) Profit Sharing Plan | 2023 | $168,036 | $2,519 |
| University Physicians Association Inc | Upa 401(K) Savings Plan | 2023 | $124,993 | $1,795 |
| United Distributors, Inc. | United Distributors, Inc. Employee Savings Plan | 2023 | $64,785 | $48,126 |
| Fieldturf Usa | Fieldturf Usa 401(K) Plan | 2023 | $61,795 | $8,444 |
| Cooper Carry, Inc. | Cooper Carry, Inc. 401(K) Plan | 2023 | $57,392 | not reported in the loaded dataset |
| Liberty House Restaurant Corporation | Liberty House Restaurant Corporation 401(K) Plan | 2023 | $44,911 | not reported in the loaded dataset |
| Gentry Locke Rakes & Moore, Llp | Gentry Locke Rakes & Moore, Llp Cash Or Deferred Profit Sharing Plan | 2023 | $35,239 | not reported in the loaded dataset |
| Heritage Southeast Bank | Heritage Southeast Bank 401(K) Profit Sharing Plan | 2023 | $32,692 | $0 |
| First Communities Management, Inc. | First Communities Management, Inc. 401(K) Plan | 2023 | $16,981 | $6,902 |
| Piedmont Office Realty Trust Inc | Piedmont 401(K) Plan | 2023 | $0 | $22,947 |
| The Canterbury School, Inc. | Canterbury School, Inc. 403(B) Retirement Plan | 2023 | $20,836 | not reported in the loaded dataset |
| Johnson Engineering, Inc. | Johnson Engineering, Inc. Employee 401(K) Profit Sharing Plan | 2023 | $17,604 | $2,106 |
| Mimaki Usa, Inc. | Mimaki Usa 401(K) Plan. | 2023 | $19,287 | $402 |
| Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. | Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(K) Plan & Trust | 2023 | $18,587 | $0 |
| Bibliotheca, LLC | Bibliotheca, LLC 401(K) Plan | 2023 | $11,003 | $5,544 |
| Walton Communities, LLC | Walton Communities, LLC 401(K) Profit Sharing Plan | 2023 | not reported in the loaded dataset | $16,032 |
| Bennett Motor Express Management, Inc. | Bennett Motor Express Management, Inc. 401(K) Plan | 2023 | $0 | $15,966 |
| Agrana Fruit Us, Inc. | Agrana Fruit Us, Inc. 401(K) Profit Sharing Plan | 2023 | $15,900 | not reported in the loaded dataset |
| Sentry Equipment Erectors, LLC | Sentry Equipment Erectors, Inc. Employee Stock Ownership And Savings Plan | 2023 | $15,468 | not reported in the loaded dataset |
| Structural Steel Services, Inc. | Structural Steel Services, Inc.401(K) Retirement Plan | 2023 | $15,170 | not reported in the loaded dataset |
| Miura America Co. Ltd. | Miura America Co. Ltd. Retirement Plan | 2023 | $11,792 | $2,403 |
| Landmark Christian School | Landmark Christian School 403(B) Retirement Plan | 2023 | not reported in the loaded dataset | $13,709 |
| Rule Joy Trammell & Rubio, LLC | Rule Joy Trammell & Rubio 401(K) Retirement Plan | 2023 | $6,281 | $5,782 |
| Eye Consultants Of Atlanta, P.C. | Eye Consultants Of Atlanta, P.C. Profit Sharing Plan And Trust | 2023 | $10,463 | not reported in the loaded dataset |
| Kason Industries, Inc. | Kason Industries, Inc. 401(K) Retirement Savings Plan | 2023 | not reported in the loaded dataset | $10,000 |
| Goodwill Industries Of Middle Georgia | Goodwill Industries Of Middle Ga 401(K) P/S Plan | 2023 | $8,779 | $1,033 |
| Knapp Inc. | Knapp Inc. 401(K) Profit Sharing Plan | 2023 | $9,411 | not reported in the loaded dataset |
| Division 5, LLC. | Division 5, LLC Profit Sharing Plan | 2023 | $9,169 | not reported in the loaded dataset |
| Eagle Construction Of Va, LLC | Eagle Construction Of Va, LLC 401(K) Plan | 2023 | $7,842 | $1,118 |
| Mt. Paran Christian School, Inc. | Mount Paran Christian School 403(B) Plan | 2023 | $0 | $8,912 |
| Progressive Lighting, Inc. | Progressive Lighting, Inc. 401(K) Salary Reduction Plan And Trust | 2023 | $0 | $8,307 |
| Fernbank Museum Of Natural History | Fernbank Inc. Retirement Plan | 2023 | $0 | $7,856 |
| Phantom Administrative LLC | Phantom Administrative Retirement Savings Plan | 2023 | $7,556 | not reported in the loaded dataset |
| Tamiami Ford, Inc. | Tamiami Ford, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $6,958 |
| Hughes Pittman & Gupton, Llp | Hughes Pittman & Gupton Llp Retirement Savings Plan | 2023 | $6,889 | not reported in the loaded dataset |
| Royal Food Service Company, Inc. | Royal Food Service Company, Inc. 401(K) Plan | 2023 | $6,655 | $0 |
| Mount Pisgah Christian School | Mount Pisgah Christian School 403(B) Plan And Trust | 2023 | $0 | $6,589 |
| Possiblenow, Inc. | Possiblenow, Inc. 401(K) Plan | 2023 | $5,445 | $0 |
| Sagent, LLC | Sagent, LLC 401(K) Plan | 2023 | $3,567 | $1,606 |
| Morrison Hershfield Corporation | Morrison Hershfield Corporation 401(K) Plan | 2023 | $3,075 | not reported in the loaded dataset |
| Takeuchi Mfg (U.S.), Ltd | Takeuchi Manufacturing (U.S.), Ltd Retirement Plan | 2023 | $2,400 | $0 |
| Sanibel Captiva Beach Resorts, LLC | Sanibel Captiva Beach Resorts, LLC | 2023 | $2,213 | not reported in the loaded dataset |
| Plant City Automotive, Inc Dba Kia Of Lagrange | Kia Of Lagrange 401(K) Plan | 2023 | $527 | not reported in the loaded dataset |
| Knapp Inc. | Knapp Inc. 401(K) Profit Sharing Plan | 2023 | $66 | not reported in the loaded dataset |
| Primary Pediatrics, P.C. | Primary Pediatrics, P.C. 401(K) Profit Sharing Plan | 2023 | not reported in the loaded dataset | not reported in the loaded dataset |
Related Form 5500 pages
- Holder Construction Group, LLC Profit Sharing And 401(K) Plan (plan 001)
- Holder Construction Group, LLC — all reported plans
- Pope Group 401(K) Profit Sharing Plan (plan 003)
- Pope Automotive Group — all reported plans
- Upa 401(K) Savings Plan (plan 001)
- University Physicians Association Inc — all reported plans
- United Distributors, Inc. Employee Savings Plan (plan 001)
- United Distributors, Inc. — all reported plans
- Fieldturf Usa 401(K) Plan (plan 001)
- Fieldturf Usa — all reported plans
- Cooper Carry, Inc. 401(K) Plan (plan 005)
- Cooper Carry, Inc. — all reported plans
- Liberty House Restaurant Corporation 401(K) Plan (plan 002)
- Liberty House Restaurant Corporation — all reported plans
- Gentry Locke Rakes & Moore, Llp Cash Or Deferred Profit Sharing Plan (plan 001)
- Gentry Locke Rakes & Moore, Llp — all reported plans
- Heritage Southeast Bank 401(K) Profit Sharing Plan (plan 005)
- Heritage Southeast Bank — all reported plans
- First Communities Management, Inc. 401(K) Plan (plan 001)
- First Communities Management, Inc. — all reported plans
- Piedmont 401(K) Plan (plan 001)
- Piedmont Office Realty Trust Inc — all reported plans
- Canterbury School, Inc. 403(B) Retirement Plan (plan 001)
- The Canterbury School, Inc. — all reported plans
- Johnson Engineering, Inc. Employee 401(K) Profit Sharing Plan (plan 001)
- Johnson Engineering, Inc. — all reported plans
- Mimaki Usa 401(K) Plan. (plan 001)
- Mimaki Usa, Inc. — all reported plans
- Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(K) Plan & Trust (plan 003)
- Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. — all reported plans
- Bibliotheca, LLC 401(K) Plan (plan 001)
- Bibliotheca, LLC — all reported plans
- Walton Communities, LLC 401(K) Profit Sharing Plan (plan 002)
- Walton Communities, LLC — all reported plans
- Bennett Motor Express Management, Inc. 401(K) Plan (plan 001)
- Bennett Motor Express Management, Inc. — all reported plans
- Agrana Fruit Us, Inc. 401(K) Profit Sharing Plan (plan 002)
- Agrana Fruit Us, Inc. — all reported plans
- Sentry Equipment Erectors, Inc. Employee Stock Ownership And Savings Plan (plan 001)
- Sentry Equipment Erectors, LLC — all reported plans
- Structural Steel Services, Inc.401(K) Retirement Plan (plan 001)
- Structural Steel Services, Inc. — all reported plans
- Miura America Co. Ltd. Retirement Plan (plan 001)
- Miura America Co. Ltd. — all reported plans
- Landmark Christian School 403(B) Retirement Plan (plan 002)
- Landmark Christian School — all reported plans
- Rule Joy Trammell & Rubio 401(K) Retirement Plan (plan 001)
- Rule Joy Trammell & Rubio, LLC — all reported plans
- Eye Consultants Of Atlanta, P.C. Profit Sharing Plan And Trust (plan 001)
- Eye Consultants Of Atlanta, P.C. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources