PENTEGRA SERVICES, INC.

Pentegra Services, Inc. at a glance

Pentegra Services, Inc. appears on 297 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $19.0B in assets for 289,611 participants. The median client plan holds $18.1M. Most client plans are sponsored in CA, NY and OH. The largest clients by plan assets are Board of Directors of Pentegra Defined Benefit Plan, Board of Directors of Pentegra Defined Contribution Plan and The Governing Committee of the Section 403(b) Defined Contribution. Plans reported $34.3M in direct and indirect compensation paid to Pentegra Services, Inc., a median of $15K per plan.

Participants

289,611

Median plan assets

$18.1M

Median plan participants

349

Median fees per plan

$15K

Schedule C direct + indirect

Frequently asked questions

Who uses Pentegra Services, Inc.?

297 retirement plans list Pentegra Services, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Directors of Pentegra Defined Benefit Plan, Board of Directors of Pentegra Defined Contribution Plan, The Governing Committee of the Section 403(b) Defined Contribution, Iowa Independent Higher Education Research Foundation and The Governing Board of the Pennsylvania Association of. Most client plans are sponsored in CA, NY and OH.

How many plans does Pentegra Services, Inc. serve?

Pentegra Services, Inc. serves 297 retirement plans with $19.0B in plan assets and 289,611 participants, based on the latest Form 5500 filings through 2024.

What does Pentegra Services, Inc. charge?

Plans reported $34.3M in total Schedule C compensation paid to Pentegra Services, Inc.. The median plan paid $15K. Fees vary with plan size and the services each plan buys.