Assets by plan
Share of aggregate retirement assets
Filings through .
Pension Plan Specialists, LLC
EIN 26-1570786financial servicesLatest filing 2025
Plans
3
Retirement
3
$23.1M assets
Health & Benefits
0
Participants
900
805 BROADWAY, SUITE 600 - VANCOUVER, WA 98660360-694-8409pensionplanspecialists.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $23.1M assets / 900 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PENSION PLAN SPECIALISTS 401(K) PROFIT SHARING PLAN
401(k)
Assets$10.7M
Participants74
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006
EQUITABLE RETIREMENT ACCESS POOLED EMPLOYER PLAN
401(k)
Assets$7.4M
Participants795
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#007
BANKING ON YOUR RETIREMENT POOLED EMPLOYER PLAN
401(k)
Assets$4.9M
Participants31
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PENSION PLAN SPECIALISTS 401(K) PROFIT SHARING PLAN | 401(k) | $10.7M | 74 | 2024 |
| #006 | EQUITABLE RETIREMENT ACCESS POOLED EMPLOYER PLAN | 401(k) | $7.4M | 795 | 2025 |
| #007 | BANKING ON YOUR RETIREMENT POOLED EMPLOYER PLAN | 401(k) | $4.9M | 31 | 2025 |
- #001 · 401(k) · 202474
- #006 · 401(k) · 2025795
- #007 · 401(k) · 202531
Retirement plans