Pentegra Retirement Services — 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, Pentegra Retirement Services is reported as a service provider on 20 loaded Form 5500 filing(s) across 20 plan sponsor(s) and 20 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $8,971,380 and reported indirect compensation totals $36,031.
Reported compensation summary
- Reported direct compensation
- $8,971,380
- Reported indirect compensation
- $36,031
- Total reported compensation
- $9,007,411
- Filings
- 20
- Plan sponsors
- 20
- Plans
- 20
- 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 |
|---|---|---|---|
| Board Of Directors Of Pentegra Defined Contribution Plan | NY | 1 | $8,121,816 |
| First Savings Bank | IN | 1 | $212,120 |
| Rex Lumber, LLC | FL | 1 | $112,883 |
| The Center For Youth And Family Solutions | IL | 1 | $85,748 |
| Williams Homes, Inc. | CA | 1 | $64,159 |
| Sound Community Bank | WA | 1 | $53,277 |
| Marine Bank | IL | 1 | $48,087 |
| Cypress Healthcare Partners, LLC | CA | 1 | $42,571 |
| The Norwich Free Academy | CT | 1 | $40,189 |
| Ponce Bank | NY | 1 | $37,292 |
State footprint
Plans reporting Pentegra Retirement Services are sponsored in CA (4), IL (3), NY (3), FL (2), OR (2), NC (1), WA (1), CT (1), IN (1), KS (1), ME (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Directors Of Pentegra Defined Contribution Plan | Pentegra Defined Contribution Plan For Financial Institutions | 2023 | $8,121,816 | not reported in the loaded dataset |
| First Savings Bank | First Savings Bank Employees' Savings & Profit Sharing Plan | 2023 | $212,120 | not reported in the loaded dataset |
| Rex Lumber, LLC | Rex Lumber 401(K) And P/S Plan | 2023 | $112,883 | not reported in the loaded dataset |
| The Center For Youth And Family Solutions | The Center For Youth And Family Solutions 401(K) Plan | 2023 | $85,748 | $0 |
| Williams Homes, Inc. | Williams Homes, Inc. 401(K) Plan | 2023 | $64,159 | not reported in the loaded dataset |
| Sound Community Bank | Sound Community Bank 401(K) Profit Sharing Plan | 2023 | $53,277 | $0 |
| Marine Bank | Marine Bank, Etal Employees' 401k Profit Sharing Plan & Trust | 2023 | $48,087 | not reported in the loaded dataset |
| Cypress Healthcare Partners, LLC | Cypress/Dod 401(K) Plan | 2023 | $42,571 | not reported in the loaded dataset |
| The Norwich Free Academy | Ret Plan Of The Norwich Free Academy Staff In Pentegra Ret Trust | 2023 | $40,189 | not reported in the loaded dataset |
| Ponce Bank | Ponce Bank Employee Stock Ownership Plan With 401(K) Provisions | 2023 | $37,292 | not reported in the loaded dataset |
| Chicago Parts & Sound, LLC | Chicago Parts & Sound, LLC 401(K) Profit Sharing Plan | 2023 | $0 | $36,031 |
| Pride Transportation Service, Inc. | Staff Pro Multiple Employer Plan As Adopted By Pride Transportation Services, Inc. | 2023 | $33,381 | not reported in the loaded dataset |
| Monterey Spine & Joint | Monterey Spine & Joint, Pc 401(K) Plan | 2023 | $33,078 | not reported in the loaded dataset |
| Saco & Biddeford Savings Institution | The Retirement Plan Of Saco & Biddeford Savings Institution | 2023 | $30,538 | $0 |
| Plant Sciences, Inc. | Plant Sciences, Inc. 401(K) Profit Sharing Plan | 2023 | $24,861 | not reported in the loaded dataset |
| Kasa Companies, Inc. | Amended 401k Profit Sharing Plan Of Kasa Companies, Inc. | 2023 | $18,774 | not reported in the loaded dataset |
| Jet Industries, Inc. | Employers 401(K) Elite Retirement Plan | 2023 | $6,786 | not reported in the loaded dataset |
| Protocall Services, Inc. | Protocall Services, Inc. 401(K) Ret. Plan | 2023 | $3,500 | $0 |
| Gsm Services, Inc. | Gsm Services, Inc. 401(K) Plan | 2023 | $1,520 | not reported in the loaded dataset |
| Endoscopy Center Of Ocala, Inc. | Endoscopy Center Of Ocala, Inc. 401(K) Profit Sharing Plan | 2023 | $800 | not reported in the loaded dataset |
Related Form 5500 pages
- Pentegra Defined Contribution Plan For Financial Institutions (plan 333)
- Board Of Directors Of Pentegra Defined Contribution Plan — all reported plans
- First Savings Bank Employees' Savings & Profit Sharing Plan (plan 002)
- First Savings Bank — all reported plans
- Rex Lumber 401(K) And P/S Plan (plan 001)
- Rex Lumber, LLC — all reported plans
- The Center For Youth And Family Solutions 401(K) Plan (plan 001)
- The Center For Youth And Family Solutions — all reported plans
- Williams Homes, Inc. 401(K) Plan (plan 001)
- Williams Homes, Inc. — all reported plans
- Sound Community Bank 401(K) Profit Sharing Plan (plan 001)
- Sound Community Bank — all reported plans
- Marine Bank, Etal Employees' 401k Profit Sharing Plan & Trust (plan 001)
- Marine Bank — all reported plans
- Cypress/Dod 401(K) Plan (plan 001)
- Cypress Healthcare Partners, LLC — all reported plans
- Ret Plan Of The Norwich Free Academy Staff In Pentegra Ret Trust (plan 001)
- The Norwich Free Academy — all reported plans
- Ponce Bank Employee Stock Ownership Plan With 401(K) Provisions (plan 003)
- Ponce Bank — all reported plans
- Chicago Parts & Sound, LLC 401(K) Profit Sharing Plan (plan 001)
- Chicago Parts & Sound, LLC — all reported plans
- Staff Pro Multiple Employer Plan As Adopted By Pride Transportation Services, Inc. (plan 002)
- Pride Transportation Service, Inc. — all reported plans
- Monterey Spine & Joint, Pc 401(K) Plan (plan 002)
- Monterey Spine & Joint — all reported plans
- The Retirement Plan Of Saco & Biddeford Savings Institution (plan 001)
- Saco & Biddeford Savings Institution — all reported plans
- Plant Sciences, Inc. 401(K) Profit Sharing Plan (plan 001)
- Plant Sciences, Inc. — all reported plans
- Amended 401k Profit Sharing Plan Of Kasa Companies, Inc. (plan 002)
- Kasa Companies, Inc. — all reported plans
- Employers 401(K) Elite Retirement Plan (plan 001)
- Jet Industries, Inc. — all reported plans
- Protocall Services, Inc. 401(K) Ret. Plan (plan 001)
- Protocall Services, Inc. — all reported plans
- Gsm Services, Inc. 401(K) Plan (plan 001)
- Gsm Services, Inc. — all reported plans
- Endoscopy Center Of Ocala, Inc. 401(K) Profit Sharing Plan (plan 001)
- Endoscopy Center Of Ocala, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources