How many plans does PCS Retirement, LLC serve?

PCS Retirement, LLC serves 195 retirement plans with $3.5B in plan assets and 111,006 participants, based on the latest Form 5500 filings through 2024.

What does PCS Retirement, LLC charge?

Plans reported $8.9M in total Schedule C compensation paid to PCS Retirement, LLC. The median plan paid $26K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

PCS Retirement, LLC

Matched across 14 name variants in the filings

PCS Retirement, LLC summary

PCS Retirement, LLC appears on 195 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $3.5B in assets for 111,006 participants. The median client plan holds $10.7M. Most client plans are sponsored in CA, IL and PA. The largest clients by plan assets are Assetmark Financial Holdings, Inc., American Multispecialty Group Dba Esse Health and Advisortrust, Inc.. Plans reported $8.9M in direct and indirect compensation paid to PCS Retirement, LLC. The median is $26K per plan.

Participants: 111,006
Median plan assets: $10.7M
Median plan participants: 257
Median fees per plan: $26K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Assetmark Financial Holdings, Inc.	CA	$215M	1,327
American Multispecialty Group Dba Esse Health	MO	$204M	972
Advisortrust, Inc., plan 002	SD	$186M	5,855
Savant Capital, LLC	IL	$121M	740
Clarest Health, LLC Aka Procare LTC Holding, LLC	VA	$77.9M	2,325
Central Bank	UT	$70.6M	376
HBH Holdings, Inc.	OH	$63.0M	703
Bristol Hospice	UT	$58.8M	4,841
Carson Group Holdings, LLC	NE	$57.6M	773
Enerfab, Inc.	OH	$56.7M	710
Arapahoe Motors, Inc. Dba Ralph Schomp Honda, Inc.	CO	$53.7M	2,216
JM Search & Company, Inc.	PA	$51.8M	256
Gross, Mendelsohn & Associates, PA	MD	$51.1M	172
Clark Capital Management Group, Inc.	PA	$45.1M	181
Vision Management Services, LLC	IL	$43.1M	5,269
Advisortrust, Inc., plan 004	SD	$42.3M	1,534
Foresight Financial Group, Inc.	IL	$40.3M	342
Advisortrust, Inc., plan 006	SD	$37.0M	253
Wurkforce, Inc.	CO	$35.8M	8,654
JDRC Managed Services, LLC	IL	$35.8M	2,989
Navmar Applied Sciences Corporation	PA	$34.9M	253
Community Health Group	CA	$33.6M	895
Hagerty Consulting Inc	IL	$33.4M	456
The Mental Health Center of Greater Manchester, Inc.	NH	$33.0M	636
Maune Raichle Hartley French & Mudd, LLC	MO	$32.2M	425

Assetmark Financial Holdings, Inc.$215M
CAParticipants 1,327
American Multispecialty Group Dba Esse Health$204M
MOParticipants 972
Advisortrust, Inc., plan 002$186M
SDParticipants 5,855
Savant Capital, LLC$121M
ILParticipants 740
Clarest Health, LLC Aka Procare LTC Holding, LLC$77.9M
VAParticipants 2,325
Central Bank$70.6M
UTParticipants 376
HBH Holdings, Inc.$63.0M
OHParticipants 703
Bristol Hospice$58.8M
UTParticipants 4,841
Carson Group Holdings, LLC$57.6M
NEParticipants 773
Enerfab, Inc.$56.7M
OHParticipants 710
Arapahoe Motors, Inc. Dba Ralph Schomp Honda, Inc.$53.7M
COParticipants 2,216
JM Search & Company, Inc.$51.8M
PAParticipants 256
Gross, Mendelsohn & Associates, PA$51.1M
MDParticipants 172
Clark Capital Management Group, Inc.$45.1M
PAParticipants 181
Vision Management Services, LLC$43.1M
ILParticipants 5,269
Advisortrust, Inc., plan 004$42.3M
SDParticipants 1,534
Foresight Financial Group, Inc.$40.3M
ILParticipants 342
Advisortrust, Inc., plan 006$37.0M
SDParticipants 253
Wurkforce, Inc.$35.8M
COParticipants 8,654
JDRC Managed Services, LLC$35.8M
ILParticipants 2,989
Navmar Applied Sciences Corporation$34.9M
PAParticipants 253
Community Health Group$33.6M
CAParticipants 895
Hagerty Consulting Inc$33.4M
ILParticipants 456
The Mental Health Center of Greater Manchester, Inc.$33.0M
NHParticipants 636
Maune Raichle Hartley French & Mudd, LLC$32.2M
MOParticipants 425

Top client states

CA20 plans
IL18 plans
PA16 plans
VA11 plans
NY10 plans

Frequently asked questions

Who uses PCS Retirement, LLC?: 195 retirement plans list PCS Retirement, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Assetmark Financial Holdings, Inc., American Multispecialty Group Dba Esse Health, Advisortrust, Inc., Savant Capital, LLC and Clarest Health, LLC Aka Procare LTC Holding, LLC. Most client plans are sponsored in CA, IL and PA.
How many plans does PCS Retirement, LLC serve?: PCS Retirement, LLC serves 195 retirement plans with $3.5B in plan assets and 111,006 participants, based on the latest Form 5500 filings through 2024.
What does PCS Retirement, LLC charge?: Plans reported $8.9M in total Schedule C compensation paid to PCS Retirement, LLC. The median plan paid $26K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served195-10 YoYRank #112 of mapped providers

Assets under administration$3.5B0.0%Rank #2651 by share of filed assets

Fees received$9MMedian $26,371/planSum across Schedule C direct + indirect

Net wins YoY-637 won - 43 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

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Customer-base shape

Participant bands, asset bands, top states and top industries.

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5-year plans-served trajectory
Customer-base shape
Median fees per service
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Plans won and lost
Top plans by assets

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Fund lineups on plans this firm keeps

Search these plans

Large plans that name PCS Retirement as recordkeeper and list their funds in their filing.

Plans

114

$2.01B in funds

In collective trusts

average plan

In PCS Retirement funds

average plan

In index funds

60%

average plan

Top managers in these lineups

Manager	Plans
Vanguard	79
Fidelity (FMR)	49
BlackRock	27
Capital Group	23
Dimensional	22

Target-date series

Series	Plans
Vanguard Target Retirement	43
Fidelity Freedom Index	8
American Funds Target Date	7
T. Rowe Price Retirement	5
Schwab Target Index	2

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.