Filings through .
Professional Capital Services, LLC
Matched across 27 name variants in the filings
Professional Capital Services, LLC summary
Professional Capital Services, LLC appears on 45 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.7B in assets for 28,262 participants. The median client plan holds $12.8M. Most client plans are sponsored in NY, PA and CA. The largest clients by plan assets are Cantor Fitzgerald LP and BGC Group Inc as Co-Sponsors, Electronic Theatre Controls, Inc. and Ullico Inc.. Plans reported $1.8M in direct and indirect compensation paid to Professional Capital Services, LLC. The median is $30K per plan.
- Participants
- 28,262
- Median plan assets
- $12.8M
- Median plan participants
- 294
- Median fees per plan
- $30K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Cantor Fitzgerald LP and BGC Group Inc as Co-Sponsors | NY | $518M | 3,960 |
| Electronic Theatre Controls, Inc. | WI | $175M | 1,142 |
| Ullico Inc. | MD | $123M | 416 |
| DM Intermediate Parent, LLC | MI | $109M | 919 |
| DM Companies Inc | MI | $106M | 763 |
| Dome Construction Corporation | CA | $74.4M | 294 |
| Advance Mfg. Co., Inc. | MA | $42.4M | 304 |
| Dilworth Paxson LLP | PA | $41.4M | 93 |
| H-P Products, Inc. | OH | $37.7M | 436 |
| PCS Retirement, LLC | DE | $37.2M | 537 |
| Owl Cyber Defense Solutions, LLC | MD | $33.3M | 322 |
| Eder Flag Manufacturing Company, Inc. | WI | $31.3M | 152 |
| Pan-Pacific Holdings Corporation | CA | $22.9M | 300 |
| Curaleaf, Inc. | CT | $21.4M | 5,204 |
| Bnai Brith Youth Organization, Inc. | DC | $19.9M | 282 |
| Mastercool, Inc. | NJ | $19.1M | 142 |
| Tydenbrooks | IN | $17.8M | 391 |
| Auffenberg Ford, Inc. C/O Auffenberg Dealer Group, Inc. | IL | $16.4M | 452 |
| Kalihi-Palama Health Center | HI | $15.4M | 275 |
| Novatec, Inc. | MD | $14.6M | 128 |
| BLT Management, LLC | CT | $14.3M | 204 |
| Surterra Holdings, Inc. | FL | $13.4M | 2,191 |
| Aabr, Inc. | NY | $12.8M | 776 |
| Hecker Fink LLP | NY | $11.4M | 160 |
| Duplicator Sales & Service, Inc. | KY | $11.1M | 127 |
- NYParticipants 3,960
- WIParticipants 1,142
- Ullico Inc.$123MMDParticipants 416
- MIParticipants 919
- DM Companies Inc$106MMIParticipants 763
- CAParticipants 294
- Advance Mfg. Co., Inc.$42.4MMAParticipants 304
- Dilworth Paxson LLP$41.4MPAParticipants 93
- H-P Products, Inc.$37.7MOHParticipants 436
- PCS Retirement, LLC$37.2MDEParticipants 537
- MDParticipants 322
- WIParticipants 152
- CAParticipants 300
- Curaleaf, Inc.$21.4MCTParticipants 5,204
- DCParticipants 282
- Mastercool, Inc.$19.1MNJParticipants 142
- Tydenbrooks$17.8MINParticipants 391
- ILParticipants 452
- HIParticipants 275
- Novatec, Inc.$14.6MMDParticipants 128
- BLT Management, LLC$14.3MCTParticipants 204
- Surterra Holdings, Inc.$13.4MFLParticipants 2,191
- Aabr, Inc.$12.8MNYParticipants 776
- Hecker Fink LLP$11.4MNYParticipants 160
- KYParticipants 127
Top client states
- NY5 plans
- PA5 plans
- CA4 plans
- MD3 plans
- CT2 plans
Frequently asked questions
- Who uses Professional Capital Services, LLC?
- 45 retirement plans list Professional Capital Services, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Cantor Fitzgerald LP and BGC Group Inc as Co-Sponsors, Electronic Theatre Controls, Inc., Ullico Inc., DM Intermediate Parent, LLC and DM Companies Inc. Most client plans are sponsored in NY, PA and CA.
- How many plans does Professional Capital Services, LLC serve?
- Professional Capital Services, LLC serves 45 retirement plans with $1.7B in plan assets and 28,262 participants, based on the latest Form 5500 filings through 2024.
- What does Professional Capital Services, LLC charge?
- Plans reported $1.8M in total Schedule C compensation paid to Professional Capital Services, LLC. The median plan paid $30K. 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 Capital Services as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 18 |
| Fidelity (FMR) | 15 |
| BlackRock | 6 |
| JPMorgan | 5 |
| Capital Group | 4 |
Target-date series
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.