Filings through .
National Benefit Services, LLC
Matched across 22 name variants in the filings
National Benefit Services, LLC summary
National Benefit Services, LLC appears on 101 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $3.9B in assets for 171,656 participants. The median client plan holds $11.3M. Most client plans are sponsored in UT, CA and NC. The largest clients by plan assets are Stagwell Global LLC, Board of Trustees of the 1199SEIU Home Care Employees Pension Fund and Helpside Inc.. Plans reported $7.5M in direct and indirect compensation paid to National Benefit Services, LLC. The median is $9K per plan.
- Participants
- 171,656
- Median plan assets
- $11.3M
- Median plan participants
- 306
- Median fees per plan
- $9K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- Stagwell Global LLC$803MDCParticipants 9,434
- NYParticipants 98,110
- Helpside Inc.$293MUTParticipants 11,156
- CAParticipants 330
- TNParticipants 4,914
- MOParticipants 1,914
- TXParticipants 3,824
- NCParticipants 2,264
- CAParticipants 400
- CAParticipants 4,750
- MDParticipants 403
- DCParticipants 806
- CAParticipants 1,078
- PAParticipants 770
- UTParticipants 1,162
- Canyon View Credit Union$43.8MUTParticipants 550
- Steinberg Hart$41.3MCAParticipants 226
- CAParticipants 980
- Cementation USA, Inc.$40.8MUTParticipants 438
- Megacorp Logistics, LLC$39.8MNCParticipants 792
- WAParticipants 744
- CAParticipants 271
- UTParticipants 257
- MAParticipants 499
- CAParticipants 1,752
Top client states
- UT25 plans
- CA21 plans
- NC16 plans
- TX5 plans
- NV4 plans
Frequently asked questions
- Who uses National Benefit Services, LLC?
- 101 retirement plans list National Benefit Services, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Stagwell Global LLC, Board of Trustees of the 1199SEIU Home Care Employees Pension Fund, Helpside Inc., San Diego Coastal Medical Group, Inc. and Centerstone of America, Inc.. Most client plans are sponsored in UT, CA and NC.
- How many plans does National Benefit Services, LLC serve?
- National Benefit Services, LLC serves 101 retirement plans with $3.9B in plan assets and 171,656 participants, based on the latest Form 5500 filings through 2024.
- What does National Benefit Services, LLC charge?
- Plans reported $7.5M in total Schedule C compensation paid to National Benefit Services, LLC. The median plan paid $9K. 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 National Benefit Services as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Fidelity (FMR) | 4 |
| Nationwide | 3 |
| Vanguard | 3 |
| Franklin Templeton | 3 |
| JPMorgan | 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.