Pension Solutions, Inc.

Pension Solutions, Inc. at a glance

Pension Solutions, Inc. appears on 19 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $280M in assets for 9,990 participants. The median client plan holds $10.0M. Most client plans are sponsored in OK, AR and FL. The largest clients by plan assets are Jasco Products Company LLC, The Csi Companies, Inc. and Florida Physician Specialists, LLC.. Plans reported $260K in direct and indirect compensation paid to Pension Solutions, Inc., a median of $4K per plan.

Participants

9,990

Median plan assets

$10.0M

Median plan participants

260

Median fees per plan

$4K

Schedule C direct + indirect

Frequently asked questions

Who uses Pension Solutions, Inc.?

19 retirement plans list Pension Solutions, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Jasco Products Company LLC, The Csi Companies, Inc., Florida Physician Specialists, LLC., Unicorp Systems, Inc. and Sef Energy, LLC. Most client plans are sponsored in OK, AR and FL.

How many plans does Pension Solutions, Inc. serve?

Pension Solutions, Inc. serves 19 retirement plans with $280M in plan assets and 9,990 participants, based on the latest Form 5500 filings through 2024.

What does Pension Solutions, Inc. charge?

Plans reported $260K in total Schedule C compensation paid to Pension Solutions, Inc.. The median plan paid $4K. Fees vary with plan size and the services each plan buys.