Filings through .
Hicks Pension Services
Matched across 21 name variants in the filings
Hicks Pension Services summary
Hicks Pension Services appears on 49 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.1B in assets for 28,757 participants. The median client plan holds $10.8M. Most client plans are sponsored in CA, HI and NV. The largest clients by plan assets are Proservice Pacific, LLC Dba Proservice Hawaii, Meissner Filtration Products, Inc. and Terraphase Engineering Inc. Plans reported $429K in direct and indirect compensation paid to Hicks Pension Services. The median is $3K per plan.
- Participants
- 28,757
- Median plan assets
- $10.8M
- Median plan participants
- 251
- Median fees per plan
- $3K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Proservice Pacific, LLC Dba Proservice Hawaii | HI | $512M | 13,330 |
| Meissner Filtration Products, Inc. | CA | $39.4M | 825 |
| Terraphase Engineering Inc | CA | $35.9M | 251 |
| Northern Refrigerated Transportation, Inc. | CA | $33.5M | 321 |
| Vse LLC | CA | $32.4M | 322 |
| Sierra Circuits, Inc. | CA | $30.9M | 577 |
| Semler Brossy Consulting Group LLC | CA | $30.2M | 142 |
| Dibuduo & Defendis Insurance Brokers, LLC | CA | $22.6M | 249 |
| Inszone Insurance Services LLC | CA | $22.1M | 1,143 |
| Mesa Vineyard Management, Inc. | CA | $21.2M | 438 |
| Safe 1 Credit Union | CA | $20.2M | 141 |
| Morris & Garritano Insurance Agency, Inc. | CA | $19.9M | 156 |
| Hawktree International, Inc. | HI | $18.8M | 458 |
| Caminar | CA | $17.7M | 438 |
| West Hawaii Community Health Center, Inc. Dba Hawaii Island Community | HI | $16.7M | 704 |
| LSL, LLP | CA | $16.2M | 206 |
| Ben's Asphalt, LLC | CA | $15.6M | 300 |
| Vcom Solutions, Inc. | CA | $14.1M | 144 |
| McGuff Company, Inc. | CA | $13.2M | 178 |
| Skeffington Enterprises, Inc. | CA | $12.9M | 247 |
| Artemis Consulting, LLC | CA | $12.8M | 176 |
| Image Options | CA | $12.4M | 224 |
| Coit Services, Inc. | CA | $12.2M | 295 |
| Aalp, LLC Dba Imprimus Labels and Packaging | CA | $11.6M | 448 |
| Monkey Inferno, Inc. | CA | $10.8M | 288 |
- HIParticipants 13,330
- CAParticipants 825
- CAParticipants 251
- CAParticipants 321
- Vse LLC$32.4MCAParticipants 322
- Sierra Circuits, Inc.$30.9MCAParticipants 577
- CAParticipants 142
- CAParticipants 249
- CAParticipants 1,143
- CAParticipants 438
- Safe 1 Credit Union$20.2MCAParticipants 141
- CAParticipants 156
- HIParticipants 458
- Caminar$17.7MCAParticipants 438
- HIParticipants 704
- LSL, LLP$16.2MCAParticipants 206
- Ben's Asphalt, LLC$15.6MCAParticipants 300
- Vcom Solutions, Inc.$14.1MCAParticipants 144
- McGuff Company, Inc.$13.2MCAParticipants 178
- CAParticipants 247
- Artemis Consulting, LLC$12.8MCAParticipants 176
- Image Options$12.4MCAParticipants 224
- Coit Services, Inc.$12.2MCAParticipants 295
- CAParticipants 448
- Monkey Inferno, Inc.$10.8MCAParticipants 288
Top client states
- CA41 plans
- HI6 plans
- NV1 plan
- WA1 plan
Frequently asked questions
- Who uses Hicks Pension Services?
- 49 retirement plans list Hicks Pension Services as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Proservice Pacific, LLC Dba Proservice Hawaii, Meissner Filtration Products, Inc., Terraphase Engineering Inc, Northern Refrigerated Transportation, Inc. and Vse LLC. Most client plans are sponsored in CA, HI and NV.
- How many plans does Hicks Pension Services serve?
- Hicks Pension Services serves 49 retirement plans with $1.1B in plan assets and 28,757 participants, based on the latest Form 5500 filings through 2024.
- What does Hicks Pension Services charge?
- Plans reported $429K in total Schedule C compensation paid to Hicks Pension Services. The median plan paid $3K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
See full Hicks Pension Services analytics with Pro. Pro is free for 7 days and then costs $49 a month.
- 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 Hicks Pension Services as recordkeeper and list their funds in their filing.
Top managers in these lineups
None.
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 1 |
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.