How many employer clients does Pension Financial Services, Inc. have?

Pension Financial Services, Inc. is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 5 states.

Who are Pension Financial Services, Inc.'s largest employer clients?

By plan participants, the largest include Royal Food Service Co., LLC (491 participants), Excelsior Ambulance Service Inc. (281 participants) and Plant City Automotive, Inc Dba Kia Of Lagrange (168 participants).

How much does Pension Financial Services, Inc. earn in commissions?

Insurers reported $650 in broker commissions and $14,432 in fees paid to Pension Financial Services, Inc. for plan year 2025, per Schedule A Part 1.

Where is Pension Financial Services, Inc. located?

Pension Financial Services, Inc. is based in Duluth, GA and has employer clients in 5 states.

Benefits Intelligence/Broker Directory/Georgia

Pension Financial Services, Inc.

Duluth, GA

Pension Financial Services, Inc. of Duluth, GA is the broker of record on 21 Form 5500 Schedule A filings covering 12 employer benefit plans across 5 states, with $650 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$650

plan year 2025

Reported fees

$14,432

Quick answer

Pension Financial Services, Inc. (Duluth, GA) is the broker of record for 12 employer benefit plan sponsors on 21 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Pension Financial Services, Inc. have?: Pension Financial Services, Inc. is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 5 states.
Who are Pension Financial Services, Inc.'s largest employer clients?: By plan participants, the largest include Royal Food Service Co., LLC (491 participants), Excelsior Ambulance Service Inc. (281 participants) and Plant City Automotive, Inc Dba Kia Of Lagrange (168 participants).
How much does Pension Financial Services, Inc. earn in commissions?: Insurers reported $650 in broker commissions and $14,432 in fees paid to Pension Financial Services, Inc. for plan year 2025, per Schedule A Part 1.
Where is Pension Financial Services, Inc. located?: Pension Financial Services, Inc. is based in Duluth, GA and has employer clients in 5 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Pension Financial Services, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Royal Food Service Co., LLC	CA	491	2025-12-31
Excelsior Ambulance Service Inc.	GA	281	2024-12-31
Plant City Automotive, Inc Dba Kia Of Lagrange	GA	168	2024-12-31

9 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.