Filings through .
Pasi, LLC
Matched across 9 name variants in the filings
Pasi, LLC summary
Pasi, LLC appears on 80 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.4B in assets for 45,338 participants. The median client plan holds $17.1M. Most client plans are sponsored in CT, MA and NY. The largest clients by plan assets are Sacred Heart University Incorporated, Integrated Anesthesia Associates, LLC and RWS Life Sciences Inc.. Plans reported $669K in direct and indirect compensation paid to Pasi, LLC. The median is $6K per plan.
- Participants
- 45,338
- Median plan assets
- $17.1M
- Median plan participants
- 334
- Median fees per plan
- $6K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Sacred Heart University Incorporated | CT | $356M | 5,726 |
| Integrated Anesthesia Associates, LLC | CT | $263M | 592 |
| RWS Life Sciences Inc. | CT | $104M | 4,375 |
| First Federal Bank | FL | $103M | 666 |
| Connecticut Institute for the Blind | CT | $85.8M | 2,287 |
| Fuss & Oneill, Inc. | CT | $82.4M | 499 |
| Radiology Services, LLC | CT | $72.9M | 750 |
| Tulsa Bone and Joint Associates, Inc. | OK | $48.8M | 448 |
| Nefco Holding Company LLC | CT | $45.5M | 1,584 |
| Orthopaedic Specialty Group, P.C. | CT | $43.1M | 328 |
| Bernstein Litowitz Berger & Grossmann LLP | NY | $41.3M | 255 |
| William Raveis Real Estate, Inc. | CT | $39.2M | 505 |
| Blackbeard Operating, LLC | TX | $37.5M | 339 |
| Central Irrigation Supply, Inc. | NY | $35.9M | 443 |
| Harry Grodsky & Co., Inc. | MA | $35.1M | 143 |
| Surteco North America | SC | $34.4M | 693 |
| Alfasigma USA, Inc. | NJ | $32.1M | 293 |
| Hubbard-Hall, Inc. | CT | $30.8M | 155 |
| Its Logistics, LLC | NV | $30.8M | 1,064 |
| Dymax Corporation | CT | $30.7M | 359 |
| Acme United Corporation | CT | $30.4M | 520 |
| Waterford Hotel Group, LLC | CT | $29.8M | 2,013 |
| Putnam Plastics Corporation | CT | $29.3M | 651 |
| Peco Pallet Inc. | NY | $29.0M | 469 |
| Community Systems Support and Management Services, Inc. | MA | $28.6M | 1,737 |
- CTParticipants 5,726
- CTParticipants 592
- CTParticipants 4,375
- First Federal Bank$103MFLParticipants 666
- CTParticipants 2,287
- Fuss & Oneill, Inc.$82.4MCTParticipants 499
- Radiology Services, LLC$72.9MCTParticipants 750
- OKParticipants 448
- CTParticipants 1,584
- CTParticipants 328
- NYParticipants 255
- CTParticipants 505
- TXParticipants 339
- NYParticipants 443
- MAParticipants 143
- Surteco North America$34.4MSCParticipants 693
- Alfasigma USA, Inc.$32.1MNJParticipants 293
- Hubbard-Hall, Inc.$30.8MCTParticipants 155
- Its Logistics, LLC$30.8MNVParticipants 1,064
- Dymax Corporation$30.7MCTParticipants 359
- Acme United Corporation$30.4MCTParticipants 520
- CTParticipants 2,013
- CTParticipants 651
- Peco Pallet Inc.$29.0MNYParticipants 469
- MAParticipants 1,737
Top client states
- CT41 plans
- MA7 plans
- NY7 plans
- OK6 plans
- NJ3 plans
Frequently asked questions
- Who uses Pasi, LLC?
- 80 retirement plans list Pasi, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Sacred Heart University Incorporated, Integrated Anesthesia Associates, LLC, RWS Life Sciences Inc., First Federal Bank and Connecticut Institute for the Blind. Most client plans are sponsored in CT, MA and NY.
- How many plans does Pasi, LLC serve?
- Pasi, LLC serves 80 retirement plans with $2.4B in plan assets and 45,338 participants, based on the latest Form 5500 filings through 2024.
- What does Pasi, LLC charge?
- Plans reported $669K in total Schedule C compensation paid to Pasi, LLC. The median plan paid $6K. 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 Pasi as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Capital Group | 4 |
| Fidelity (FMR) | 4 |
| JPMorgan | 4 |
| Vanguard | 3 |
| T. Rowe Price | 2 |
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.