Pension Planning Consultants, Inc.
Albuquerque, NM
Pension Planning Consultants, Inc. of Albuquerque, NM is the broker of record on 60 Form 5500 Schedule A filings covering 38 employer benefit plans across 7 states, with $12,665 in reported broker commissions (plan year 2025).
Quick answer
Pension Planning Consultants, Inc. (Albuquerque, NM) is the broker of record for 38 employer benefit plan sponsors on 60 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Pension Planning Consultants, Inc. have?
- Pension Planning Consultants, Inc. is named as broker on Form 5500 Schedule A filings for 38 distinct plan sponsors in 7 states.
- Who are Pension Planning Consultants, Inc.'s largest employer clients?
- By plan participants, the largest include Techserv Consulting & Training, Ltd. (511 participants), Openroad Opco. LLC (420 participants) and Aui Inc. (337 participants).
- How much does Pension Planning Consultants, Inc. earn in commissions?
- Insurers reported $12,665 in broker commissions and $298,967 in fees paid to Pension Planning Consultants, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Pension Planning Consultants, Inc. located?
- Pension Planning Consultants, Inc. is based in Albuquerque, NM and has employer clients in 7 states.
- How does Pension Planning Consultants, Inc. rank among benefits brokers in New Mexico?
- Pension Planning Consultants, Inc. ranks #1 by employer clients among the 50 most active benefits brokers based in New Mexico.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Pension Planning Consultants, 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 |
|---|---|---|---|
| Techserv Consulting & Training, Ltd. | TX | 511 | 2025-12-31 |
| Openroad Opco. LLC | TX | 420 | 2025-12-31 |
| Aui Inc. | NM | 337 | 2025-12-31 |
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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.