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Fundz
Benefits Intelligence/Broker Directory/Oklahoma

Pension Solutions

Oklahoma City, OK

Pension Solutions of Oklahoma City, OK is the broker of record on 17 Form 5500 Schedule A filings covering 11 employer benefit plans across 4 states, with $0 in reported broker commissions (plan year 2025).

Employer clients
11
distinct plan sponsors
Schedule A filings
17
States served
4
Reported commissions
$0
plan year 2025
Reported fees
$57,193

Quick answer

Pension Solutions (Oklahoma City, OK) is the broker of record for 11 employer benefit plan sponsors on 17 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Pension Solutions have?
Pension Solutions is named as broker on Form 5500 Schedule A filings for 11 distinct plan sponsors in 4 states.
Who are Pension Solutions's largest employer clients?
By plan participants, the largest include Maccor Inc. (124 participants) and Thrive Family Investments Inc (12 participants).
Where is Pension Solutions located?
Pension Solutions is based in Oklahoma City, OK and has employer clients in 4 states.
How does Pension Solutions rank among benefits brokers in Oklahoma?
Pension Solutions ranks #22 by employer clients among the 50 most active benefits brokers based in Oklahoma.

Source: Fundz verified event record.

Employer clients

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

EmployerStateParticipantsPlan year end
Maccor Inc.OK1242025-12-31
Thrive Family Investments IncOK122025-12-31
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.