Filings through .
Preferred Pension Planning
Matched across 11 name variants in the filings
Preferred Pension Planning summary
Preferred Pension Planning appears on 15 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $332M in assets for 12,263 participants. The median client plan holds $18.5M. Most client plans are sponsored in NJ, KS and FL. The largest clients by plan assets are Tenacre Foundation and Allentown LLC. Plans reported $345K in direct and indirect compensation paid to Preferred Pension Planning. The median is $11K per plan.
- Participants
- 12,263
- Median plan assets
- $18.5M
- Median plan participants
- 295
- Median fees per plan
- $11K
- Schedule C direct + indirect
Top 15 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Tenacre Foundation, plan 001 | NJ | $66.3M | 312 |
| Allentown LLC | NJ | $45.9M | 261 |
| Tenacre Foundation, plan 003 | NJ | $42.2M | 271 |
| Lodgeworks Payroll, LLC | KS | $26.1M | 1,031 |
| Marks, O'Neill, O'Brien, Doherty & Kelly, P.C. | PA | $22.6M | 303 |
| BCB Community Bank | NJ | $21.8M | 499 |
| DRJ Investments, Inc. Dba Don Jenkins Auto Group | FL | $19.8M | 1,291 |
| Harry Hynes Memorial Hospice, Inc. | KS | $18.5M | 260 |
| Pierre Fabre USA, Inc. | NJ | $18.3M | 230 |
| Bell Motor Cars, Inc. | NJ | $12.9M | 295 |
| McPherson Concrete Products, Inc. | KS | $11.6M | 200 |
| CHV Egg Harbor Inc. | NJ | $8.6M | 234 |
| Chinese-American Planning Council Home Attendant Program, Inc. | NY | $7.1M | 5,693 |
| Leap Group Holdings, Inc. | NJ | $6.5M | 161 |
| Oxford Management Group, LLC | KS | $3.2M | 1,222 |
- NJParticipants 312
- Allentown LLC$45.9MNJParticipants 261
- NJParticipants 271
- Lodgeworks Payroll, LLC$26.1MKSParticipants 1,031
- PAParticipants 303
- BCB Community Bank$21.8MNJParticipants 499
- FLParticipants 1,291
- KSParticipants 260
- Pierre Fabre USA, Inc.$18.3MNJParticipants 230
- Bell Motor Cars, Inc.$12.9MNJParticipants 295
- KSParticipants 200
- CHV Egg Harbor Inc.$8.6MNJParticipants 234
- NYParticipants 5,693
- NJParticipants 161
- KSParticipants 1,222
Top client states
- NJ8 plans
- KS4 plans
- FL1 plan
- NY1 plan
- PA1 plan
Frequently asked questions
- Who uses Preferred Pension Planning?
- 15 retirement plans list Preferred Pension Planning as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Tenacre Foundation, Allentown LLC, Lodgeworks Payroll, LLC and Marks, O'Neill, O'Brien, Doherty & Kelly, P.C.. Most client plans are sponsored in NJ, KS and FL.
- How many plans does Preferred Pension Planning serve?
- Preferred Pension Planning serves 15 retirement plans with $332M in plan assets and 12,263 participants, based on the latest Form 5500 filings through 2024.
- What does Preferred Pension Planning charge?
- Plans reported $345K in total Schedule C compensation paid to Preferred Pension Planning. 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
Fund lineups on plans this firm keeps
Large plans that name Preferred Pension Planning as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 3 |
| Voya | 2 |
| T. Rowe Price | 2 |
| Fidelity (FMR) | 2 |
| Franklin Templeton | 2 |
Target-date series
| Series | Plans |
|---|---|
| T. Rowe Price Retirement | 1 |
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.