About PCS Retirement, LLC
<p>Retirement plan recordkeeping is the core service of PCS Retirement, LLC, an administrator founded in 2001. The firm is headquartered in Philadelphia and works across the Greater Philadelphia region and beyond.</p> <p>PCS Retirement, LLC also operates as a CPA/accounting firm with a focus on employee benefit plan audits. It had 359 employees and 13,695 clients as of 2025.</p> <p>For plan sponsors comparing <a href="/retirement-plans">retirement plan providers</a>, PCS Retirement, LLC stands out for combining recordkeeping with in-house audit and accounting resources, which can help keep plan administration and audit support under one roof.</p> <ul> <li>Administrator focused on retirement plan recordkeeping</li> <li>CPA/accounting practice with employee benefit plan audit work</li> <li>Founded in 2001</li> <li>Headquartered in Philadelphia, serving the Greater Philadelphia metro area</li> <li>359 employees; 13,695 clients (2025)</li> </ul>
Website: https://pcsretirement.com/
Founded: 2001
Employees: 359
Office Locations
- Philadelphia, PA (Headquarters)
Services Offered
- Recordkeeping
Client Statistics (2025)
- Total Clients: 15,636
- Total AUM: $30.0B
- Total Participants: 419,809
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| BGC GROUP, INC. DEFERRAL PLAN FOR EMPLOYEES OF BGC GROUP, INC., CANTOR FITZGERALD, L.P. AND ITS AFFILIATES | CANTOR FITZGERALD LP AND BGC GROUP INC AS CO-SPONSORS, NY | $442M | 2,296 |
| ESSE HEALTH PROFIT SHARING PLAN | AMERICAN MULTISPECIALTY GROUP DBA ESSE HEALTH, MO | $206M | 803 |
| PACIFIC OFFICE AUTOMATION CAPITAL ACCUMULATION PLAN | PACIFIC OFFICE AUTOMATION, INC., OR | $157M | 1,160 |
| 401(K) SIMPLIFIED FLEXIBLE | ADVISORTRUST, INC., SD | $157M | 5,104 |
| KAYNE ANDERSON CAPITAL ADVISORS 401(K) PLAN | KAYNE ANDERSON CAPITAL ADVISORS, L.P., CA | $141M | 345 |
| 401(k) Retirement Plan | Healthcare Sponsor, AL | $114M | 142 |
| 401(k) Retirement Plan | Manufacturing Sponsor, OR | $110M | 339 |
| 401(k) Retirement Plan | Professional Services Sponsor, PA | $79M | 107 |
| 401(k) Retirement Plan | Technology Sponsor, IL | $79M | 570 |
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