Filings through .
Pension Planning Consultants, Inc.
Matched across 15 name variants in the filings
Pension Planning Consultants, Inc. summary
Pension Planning Consultants, Inc. appears on 34 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $599M in assets for 10,665 participants. The median client plan holds $9.3M. Most client plans are sponsored in NM, TX and IL. The largest clients by plan assets are Brevard Physician Associates, PLLC, Employers and Cement Masons Local 90 Pension Plan and Board of Trustees of Painters District Council #58 401(k) Plan. Plans reported $587K in direct and indirect compensation paid to Pension Planning Consultants, Inc.. The median is $11K per plan.
- Participants
- 10,665
- Median plan assets
- $9.3M
- Median plan participants
- 248
- Median fees per plan
- $11K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- FLParticipants 401
- ILParticipants 1,273
- ILParticipants 992
- NMParticipants 156
- NMParticipants 318
- NMParticipants 472
- Century Bank$26.6MNMParticipants 225
- Aui Inc.$23.4MNMParticipants 375
- TXParticipants 137
- B & D Industries, Inc.$17.6MNMParticipants 270
- TXParticipants 587
- Housley Group, Inc.$14.2MTXParticipants 256
- NMParticipants 421
- ARParticipants 126
- TXParticipants 434
- MOParticipants 214
- NMParticipants 254
- Openroad Opco. LLC$8.8MTXParticipants 489
- AZParticipants 220
- TXParticipants 262
- WP Holdco LLC$6.9MTXParticipants 201
- American State Bank$6.3MTXParticipants 140
- DEParticipants 242
- NJParticipants 449
- NMParticipants 235
Top client states
- NM12 plans
- TX12 plans
- IL2 plans
- MO2 plans
- AR1 plan
Frequently asked questions
- Who uses Pension Planning Consultants, Inc.?
- 34 retirement plans list Pension Planning Consultants, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Brevard Physician Associates, PLLC, Employers and Cement Masons Local 90 Pension Plan, Board of Trustees of Painters District Council #58 401(k) Plan, Jack B. Henderson Construction Company, Inc. and Albuquerque Publishing Company. Most client plans are sponsored in NM, TX and IL.
- How many plans does Pension Planning Consultants, Inc. serve?
- Pension Planning Consultants, Inc. serves 34 retirement plans with $599M in plan assets and 10,665 participants, based on the latest Form 5500 filings through 2024.
- What does Pension Planning Consultants, Inc. charge?
- Plans reported $587K in total Schedule C compensation paid to Pension Planning Consultants, Inc.. The median plan paid $11K. 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