PROFESSIONAL CAPITAL SERVICES, LLC
31 known aliases resolved via the canonical alias map
Market position · 2024
Plans served54-20 YoYRank #332 of mapped providers
Assets under administration$1.6B0.0%Market share · rank #3444
Fees received$2MMedian $32,385/planSum across Schedule C direct + indirect
Net wins YoY-174 won · 21 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical PROFESSIONAL CAPITAL SERVICES, LLC plan look like?
Service mix · median fees per plan
Count of plans where PROFESSIONAL CAPITAL SERVICES, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Participant loan processing; Contract Administrator; Consulting (pension); Copying and duplicatingCode 13 | 32 | $34,176 | |
Recordkeeping fees; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Consulting (general); Participant loan processing; Contract Administrator; Consulting (pension); Copying and duplicatingCode 12 | 16 | $30,398 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 2 | $18,735 | |
Trustee (individual)Code 20 | 1 | $38,000 | |
Trustee (directed); Direct payment from the planCode 25 | 1 | $16,000 | |
Recordkeeping fees; Distribution (12b-1) fees; Account maintenance feesCode 63 | 1 | $366 | |
Recordkeeping feesCode 64 | 1 | $29,136 |
Competitor overlap
Percent of PROFESSIONAL CAPITAL SERVICES, LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under PROFESSIONAL CAPITAL SERVICES, LLC.
| Sponsor | From | Assets |
|---|---|---|
DOME CONSTRUCTION CORPORATIONCA · 942945652-003 | BFBA, LLP | $69M |
EDER FLAG MANUFACTURING CO., INC.WI · 390967754-002 | (new plan) | $26M |
JETTY UNITEDTX · 812003470-004 | ADMIN316 | $8M |
EXCEPTIONAL PARENTS UNLIMITEDCA · 770263702-001 | REGENCY INVESTMENT ADVISORS | $4M |
Plans lost in 2024
Appeared last year under PROFESSIONAL CAPITAL SERVICES, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
REED FAMILY COMPANIESCA · 942208599-006 | CUTLER INVESTMENT COUNSEL, LLC | $54M |
EP WEALTH ADVISORS ADMIN, LLCCA · 853603123-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $43M |
CFG COMMUNITY BANKMD · 521948980-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $23M |
THE SAN FRANCISCO FOUNDATIONCA · 010679337-002 | C-BEN GROUP | $21M |
PS LOGISTICS, LLCAL · 455124430-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $16M |
NTIVA, INC.VA · 202106015-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $15M |
TEL HAI RETIREMENT COMMUNITYPA · 232039189-002 | SENTINEL PENSION ADVISORS | $12M |
SHRIVER NURSING SERVICES, INC.MA · 542063425-003 | PCS RETIREMENT, LLC | $11M |
BUSINESS SOLUTIONS OF PERRYSBURG LLCOH · 474365301-001 | PCS RETIREMENT, LLC | $9M |
MLP VENTURES GROUPPA · 823609438-001 | PCS RETIREMENT, LLC | $9M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CANTOR FITZGERALD LP AND BGC GROUP INC AS CO-SPONSORSNY · 133680189-001 | $442M | 3,729 | $124,550 | 10y | 1 |
ELECTRONIC THEATRE CONTROLS, INC.WI · 391294611-002 | $170M | 1,083 | $38,000 | 6y | - |
DM COMPANIES INCMI · 383383608-001 | $106M | 763 | $56,702 | 9y | - |
ULLICO INC.MD · 521579726-002 | $104M | 420 | $34,123 | 3y | - |
DOME CONSTRUCTION CORPORATIONCA · 942945652-003 | $69M | 327 | $7,060 | 1y | - |
ADVANCE MFG. CO., INC.MA · 042275578-002 | $42M | 304 | $165,572 | 10y | - |
SEALING DEVICES INC.NY · 160902968-001 | $41M | 218 | $53,765 | 9y | - |
ENVIRONMENTAL SYSTEMS, INC.MA · 042536592-001 | $40M | 487 | $0 | 10y | - |
DILWORTH PAXSON LLPPA · 231398811-004 | $38M | 97 | $366 | 10y | - |
H-P PRODUCTS, INC.OH · 340685957-002 | $37M | 443 | $48,233 | 10y | - |
Flag exposure
88.9%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (31)
Raw Schedule C names collapsed into PROFESSIONAL CAPITAL SERVICES, LLC.
- PC RETIREMENT, LLC
- PCS CAPITAL LLC
- PCS REITREMENT, LLC
- PCS RETRIEMENT LLC
- PROFESSION CAPITAL SERVICES, LLC
- PROFESSIONA CAPITAL SERVICE, LLC
- PROFESSIONAL CAPIAL SERVICES
- PROFESSIONAL CAPIATL SERVICES LLC
- PROFESSIONAL CAPITAL
- PROFESSIONAL CAPITAL CORP
- PROFESSIONAL CAPITAL SERVICE GROUP
- PROFESSIONAL CAPITAL SERVICE LLC
- PROFESSIONAL CAPITAL SERVICE, LLC
- PROFESSIONAL CAPITAL SERVICE, LLV
- PROFESSIONAL CAPITAL SERVICES
- PROFESSIONAL CAPITAL SERVICES INC
- PROFESSIONAL CAPITAL SERVICES INC.
- PROFESSIONAL CAPITAL SERVICES LLC
- PROFESSIONAL CAPITAL SERVICES, INC
- PROFESSIONAL CAPITAL SERVICES, INC.
- PROFESSIONAL CAPITAL SERVICES, LLC
- PROFESSIONAL CAPITAL SERVICES, LLC.
- PROFESSIONAL CAPITAL SERVICES, LLP
- PROFESSIONAL CAPITAL SERVICES, LLS
- PROFESSIONAL CAPITAL SERVICES,LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for PROFESSIONAL CAPITAL SERVICES, LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 2 | 3.70% | 7.76% | -4.06 pp |
| Fidelity bond gap | 4 | 7.41% | 26.94% | -19.53 pp |
| Late contributions | 11 | 20.37% | 1.71% | +18.66 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 12 | 22.22% | 1.76% | +20.46 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with PROFESSIONAL CAPITAL SERVICES, LLC. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent