Filings through .
Professional Benefit Services
Matched across 7 name variants in the filings
Professional Benefit Services summary
Professional Benefit Services appears on 29 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $388M in assets for 16,863 participants. The median client plan holds $7.7M. Most client plans are sponsored in OR, WA and CA. The largest clients by plan assets are Fortis Construction Inc., Avamere Health Services, LLC and Tanadgusix Corporation. Plans reported $415K in direct and indirect compensation paid to Professional Benefit Services. The median is $8K per plan.
- Participants
- 16,863
- Median plan assets
- $7.7M
- Median plan participants
- 321
- Median fees per plan
- $8K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Fortis Construction Inc. | OR | $66.0M | 671 |
| Avamere Health Services, LLC | OR | $44.9M | 4,400 |
| Tanadgusix Corporation | AK | $37.9M | 749 |
| Ambitions, Inc | NV | $28.2M | 1,853 |
| Daher Aircraft, Inc. | FL | $21.8M | 1,151 |
| Docker, Inc. | CA | $20.6M | 477 |
| Cowlitz Indian Tribe | WA | $20.5M | 661 |
| South 49 Holdings, Ltd. | CA | $15.6M | 161 |
| Eagle Eye Produce | ID | $12.1M | 608 |
| Touchstone Climbing, Inc. | CA | $12.0M | 279 |
| DG3, Inc. Dba Dallas Glass | OR | $11.7M | 122 |
| Heritage Health | ID | $11.6M | 586 |
| Grange Cooperative Supply Association | OR | $10.3M | 295 |
| Herb Pharm, LLC | OR | $7.8M | 270 |
| Truline Corporation | NV | $7.7M | 477 |
| T.R.A. Industries, Inc. Dba Huntwood Industries | WA | $6.9M | 862 |
| Metropolitan Development Council | WA | $6.7M | 570 |
| First Call Home Health, LLC | OR | $6.1M | 188 |
| Excelsior Wellness | WA | $6.1M | 342 |
| United Pacific Forest Products, Inc | OR | $5.8M | 135 |
| Willamette Valley Vineyards Inc. | OR | $5.3M | 247 |
| Beau Delicious! International, LLC | OR | $5.1M | 390 |
| Oic of Washington | WA | $3.9M | 172 |
| Tri Cities Residential Services, Inc. | WA | $3.8M | 145 |
| Sherman Bros. Inc. | OR | $3.8M | 170 |
- Fortis Construction Inc.$66.0MORParticipants 671
- ORParticipants 4,400
- Tanadgusix Corporation$37.9MAKParticipants 749
- Ambitions, Inc$28.2MNVParticipants 1,853
- Daher Aircraft, Inc.$21.8MFLParticipants 1,151
- Docker, Inc.$20.6MCAParticipants 477
- Cowlitz Indian Tribe$20.5MWAParticipants 661
- South 49 Holdings, Ltd.$15.6MCAParticipants 161
- Eagle Eye Produce$12.1MIDParticipants 608
- CAParticipants 279
- ORParticipants 122
- Heritage Health$11.6MIDParticipants 586
- ORParticipants 295
- Herb Pharm, LLC$7.8MORParticipants 270
- Truline Corporation$7.7MNVParticipants 477
- WAParticipants 862
- WAParticipants 570
- ORParticipants 188
- Excelsior Wellness$6.1MWAParticipants 342
- ORParticipants 135
- ORParticipants 247
- ORParticipants 390
- Oic of Washington$3.9MWAParticipants 172
- WAParticipants 145
- Sherman Bros. Inc.$3.8MORParticipants 170
Top client states
- OR11 plans
- WA6 plans
- CA4 plans
- ID3 plans
- AK2 plans
Frequently asked questions
- Who uses Professional Benefit Services?
- 29 retirement plans list Professional Benefit Services as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Fortis Construction Inc., Avamere Health Services, LLC, Tanadgusix Corporation, Ambitions, Inc and Daher Aircraft, Inc.. Most client plans are sponsored in OR, WA and CA.
- How many plans does Professional Benefit Services serve?
- Professional Benefit Services serves 29 retirement plans with $388M in plan assets and 16,863 participants, based on the latest Form 5500 filings through 2024.
- What does Professional Benefit Services charge?
- Plans reported $415K in total Schedule C compensation paid to Professional Benefit Services. The median plan paid $8K. 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 Professional Benefit Services as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 1 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target 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.