Filings through .
Benefit Plans Plus, LLC
Matched across 16 name variants in the filings
Benefit Plans Plus, LLC summary
Benefit Plans Plus, LLC appears on 74 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.3B in assets for 37,570 participants. The median client plan holds $12.1M. Most client plans are sponsored in MO, IL and IN. The largest clients by plan assets are Signature Medical Group, Inc., Indiana Internal Medicine Consultants, PC and Intervision Systems, LLC. Plans reported $1.1M in direct and indirect compensation paid to Benefit Plans Plus, LLC. The median is $10K per plan.
- Participants
- 37,570
- Median plan assets
- $12.1M
- Median plan participants
- 213
- Median fees per plan
- $10K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Signature Medical Group, Inc. | MO | $104M | 549 |
| Indiana Internal Medicine Consultants, PC | IN | $101M | 288 |
| Intervision Systems, LLC | MO | $74.6M | 510 |
| Empowerme Holdings, LLC | MO | $63.5M | 3,131 |
| K & K Veterinary Supply, Inc. | AR | $59.7M | 197 |
| Utilitra LLC | IL | $43.5M | 460 |
| Carevet Missouri, LLC | MO | $40.2M | 2,766 |
| Sunstar Insurance Group Dba Chapman-Sander Insurance, LLC | TN | $36.2M | 851 |
| Micropulse, Inc. | IN | $35.8M | 610 |
| Plancorp, Inc. | MO | $31.6M | 165 |
| Lafayette Venetian Blind, Inc. | IN | $30.5M | 382 |
| PS Logistics, LLC | AL | $27.0M | 4,123 |
| Milestone Services Company, LLC | MO | $26.1M | 261 |
| Rottinghaus Company, Inc. | WI | $25.8M | 908 |
| Alton Steel, Inc. | IL | $25.3M | 274 |
| Scott Credit Union | IL | $23.6M | 461 |
| South Oxford Management LLC | TX | $23.5M | 512 |
| Heritage Bank, Inc. | KY | $23.4M | 296 |
| Poettker Construction Company | MO | $22.8M | 179 |
| Kohrs Lonnemann Heil Engineers, Inc. | KY | $22.7M | 159 |
| Reinhold Electric, Inc. | MO | $22.4M | 687 |
| Storage Solutions, Inc. | IN | $20.9M | 203 |
| Security State Bancshares, Inc. | MO | $19.7M | 205 |
| Peters Heating & Air Conditioning, Inc. | IL | $19.6M | 247 |
| Midwest Community Bancshares, Inc. | IL | $18.8M | 188 |
- MOParticipants 549
- INParticipants 288
- Intervision Systems, LLC$74.6MMOParticipants 510
- Empowerme Holdings, LLC$63.5MMOParticipants 3,131
- ARParticipants 197
- Utilitra LLC$43.5MILParticipants 460
- Carevet Missouri, LLC$40.2MMOParticipants 2,766
- TNParticipants 851
- Micropulse, Inc.$35.8MINParticipants 610
- Plancorp, Inc.$31.6MMOParticipants 165
- INParticipants 382
- PS Logistics, LLC$27.0MALParticipants 4,123
- MOParticipants 261
- WIParticipants 908
- Alton Steel, Inc.$25.3MILParticipants 274
- Scott Credit Union$23.6MILParticipants 461
- TXParticipants 512
- Heritage Bank, Inc.$23.4MKYParticipants 296
- MOParticipants 179
- KYParticipants 159
- Reinhold Electric, Inc.$22.4MMOParticipants 687
- Storage Solutions, Inc.$20.9MINParticipants 203
- MOParticipants 205
- ILParticipants 247
- ILParticipants 188
Top client states
- MO35 plans
- IL10 plans
- IN7 plans
- KS5 plans
- KY4 plans
Frequently asked questions
- Who uses Benefit Plans Plus, LLC?
- 74 retirement plans list Benefit Plans Plus, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Signature Medical Group, Inc., Indiana Internal Medicine Consultants, PC, Intervision Systems, LLC, Empowerme Holdings, LLC and K & K Veterinary Supply, Inc.. Most client plans are sponsored in MO, IL and IN.
- How many plans does Benefit Plans Plus, LLC serve?
- Benefit Plans Plus, LLC serves 74 retirement plans with $1.3B in plan assets and 37,570 participants, based on the latest Form 5500 filings through 2024.
- What does Benefit Plans Plus, LLC charge?
- Plans reported $1.1M in total Schedule C compensation paid to Benefit Plans Plus, LLC. The median plan paid $10K. 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 Benefit Plans Plus as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 8 |
| Fidelity (FMR) | 5 |
| Capital Group | 5 |
| JPMorgan | 3 |
| Lincoln Financial | 3 |
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.