Filings through .
Atlantic Pension Services, Inc.
Matched across 14 name variants in the filings
Atlantic Pension Services, Inc. summary
Atlantic Pension Services, Inc. appears on 30 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $697M in assets for 11,477 participants. The median client plan holds $18.1M. Most client plans are sponsored in PA, DE and MD. The largest clients by plan assets are Inception Fertility Corporate Services, LLC, M3 USA Corporation and Athens Orthopedic Clinic, P.A.. Plans reported $321K in direct and indirect compensation paid to Atlantic Pension Services, Inc.. The median is $8K per plan.
- Participants
- 11,477
- Median plan assets
- $18.1M
- Median plan participants
- 307
- Median fees per plan
- $8K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Inception Fertility Corporate Services, LLC | TX | $111M | 1,634 |
| M3 USA Corporation | PA | $67.9M | 859 |
| Athens Orthopedic Clinic, P.A. | GA | $55.0M | 506 |
| Intelligenesis LLC | MD | $42.7M | 224 |
| International Management Consultants, Inc. | PA | $35.9M | 250 |
| Skyline Technology Solutions LLC | MD | $34.2M | 390 |
| Acme Corrugated Box Co., Inc. | PA | $33.6M | 287 |
| Greater Philadelphia Health Action, Inc | PA | $32.5M | 922 |
| Pareto Captive Services, LLC | PA | $26.4M | 356 |
| The Independence School, Inc. | DE | $24.3M | 235 |
| Clinical Ink | NC | $23.8M | 336 |
| Eleutherian Mills-Hagley Foundation, Inc. | DE | $23.4M | 185 |
| Klover Sepa Inc. | PA | $21.3M | 384 |
| CMC Energy Services, Inc. | PA | $20.7M | 457 |
| J. F. Sobieski Mechanical Contractors, Inc. | DE | $18.2M | 473 |
| Oxford Economics USA, Inc. and Tourism Economics, LLC | NY | $17.9M | 181 |
| Better Collective USA, Inc. | NY | $16.5M | 309 |
| Mumford & Miller Concrete, Inc. | DE | $16.4M | 321 |
| Donsco, Inc. | PA | $11.9M | 422 |
| Veltri, Inc. | PA | $10.1M | 305 |
| Carelink Community Support Services, Inc. | PA | $8.5M | 408 |
| J127 Education Foundation | VA | $7.8M | 287 |
| Benetrends, Inc. | PA | $7.7M | 134 |
| Iron Hill Brewery | NJ | $5.9M | 201 |
| Zamperla, Inc. | NJ | $5.7M | 144 |
- TXParticipants 1,634
- M3 USA Corporation$67.9MPAParticipants 859
- GAParticipants 506
- Intelligenesis LLC$42.7MMDParticipants 224
- PAParticipants 250
- MDParticipants 390
- PAParticipants 287
- PAParticipants 922
- PAParticipants 356
- DEParticipants 235
- Clinical Ink$23.8MNCParticipants 336
- DEParticipants 185
- Klover Sepa Inc.$21.3MPAParticipants 384
- PAParticipants 457
- DEParticipants 473
- NYParticipants 181
- NYParticipants 309
- DEParticipants 321
- Donsco, Inc.$11.9MPAParticipants 422
- Veltri, Inc.$10.1MPAParticipants 305
- PAParticipants 408
- VAParticipants 287
- Benetrends, Inc.$7.7MPAParticipants 134
- Iron Hill Brewery$5.9MNJParticipants 201
- Zamperla, Inc.$5.7MNJParticipants 144
Top client states
- PA16 plans
- DE4 plans
- MD2 plans
- NJ2 plans
- NY2 plans
Frequently asked questions
- Who uses Atlantic Pension Services, Inc.?
- 30 retirement plans list Atlantic Pension Services, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Inception Fertility Corporate Services, LLC, M3 USA Corporation, Athens Orthopedic Clinic, P.A., Intelligenesis LLC and International Management Consultants, Inc.. Most client plans are sponsored in PA, DE and MD.
- How many plans does Atlantic Pension Services, Inc. serve?
- Atlantic Pension Services, Inc. serves 30 retirement plans with $697M in plan assets and 11,477 participants, based on the latest Form 5500 filings through 2024.
- What does Atlantic Pension Services, Inc. charge?
- Plans reported $321K in total Schedule C compensation paid to Atlantic Pension Services, Inc.. The median plan paid $8K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Atlantic Pension Services as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| T. Rowe Price | 2 |
| Capital Group | 2 |
| Fidelity (FMR) | 2 |
| Vanguard | 1 |
| BlackRock | 1 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.