Pentegra Retirement Services is a firm that provides actuarial services, third party administration, administrative support, fiduciary trustee, and legal to nonprofit clients. They primarily provide their services regionally, with most clients in Connecticut, Illinois, Maryland, Michigan, New York, South Carolina, and Tennessee (although they are present in other states as well).
Most Pentegra Retirement Services clients are credit unions, elementary and secondary schools, child and youth services, individual and family services, community housing services, museums, historical sites, and similar institutions, and labor unions with revenues ranging from $7.3 million to $53 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Fortune Society | 501(c)(3) | Long Island City, NY |
| 2 | Norwich Free Academy (NFA) | 501(c)(3) | Norwich, CT |
| 3 | Brookgreen Gardens | 501(c)(3) | Pawleys Island, SC |
| 4 | Turning Point Foundation | 501(c)(3) | Bowie, MD |
| 5 | The Center for Youth and Family Solutions | 501(c)(3) | Peoria, IL |
| 6 | Happy Valley Credit Union | 501(c)(14) | Elizabethton, TN |
| 7 | The Public Review Board International Union Uaw | 501(c)(5) | Livonia, MI |
Competitors to Pentegra Retirement Services in the nonprofit sector include JP Morgan Chase, Newport Group, The Standard, Pentegra Services Inc., Matrix Trust Company, Usi Consulting Group, Vanguard Energy Services LLC, Sei Investments, Minnesota Life Insurance Company, and Cigna Health and Life Insurance.
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