Filings through .
Acuff & Associates, Inc.
Matched across 9 name variants in the filings
Acuff & Associates, Inc. summary
Acuff & Associates, Inc. appears on 24 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $660M in assets for 15,569 participants. The median client plan holds $13.8M. Most client plans are sponsored in TN, LA and TX. The largest clients by plan assets are Lawrence Gateway, LLC, G. M. Lawrence & Co. and Highline Warren LLC. Plans reported $274K in direct and indirect compensation paid to Acuff & Associates, Inc.. The median is $3K per plan.
- Participants
- 15,569
- Median plan assets
- $13.8M
- Median plan participants
- 340
- Median fees per plan
- $3K
- Schedule C direct + indirect
Top 24 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Lawrence Gateway, LLC | TN | $105M | 1,195 |
| G. M. Lawrence & Co. | TN | $96.2M | 1,387 |
| Highline Warren LLC | TN | $90.7M | 1,714 |
| D4C Dental Brands, Inc. | GA | $58.1M | 3,285 |
| Advanced Cardiovascular Specialists LLC | LA | $53.4M | 155 |
| Southeastern Retina Associates, PC | TN | $41.4M | 361 |
| Thirty Madison, Inc. | NY | $30.2M | 677 |
| Security Bancorp of Tennessee, Inc. | TN | $24.4M | 172 |
| Lifelinc Corporation | TN | $24.0M | 375 |
| Williams Steel Company, Inc. | TX | $22.5M | 351 |
| Facility Services Management, Inc. | TN | $18.3M | 943 |
| Colortech, Inc. | TN | $15.8M | 328 |
| Drexel Chemical Company | TN | $11.9M | 233 |
| Standard Enterprises, Inc. | LA | $11.6M | 182 |
| Frost-Arnett Company | TN | $11.1M | 364 |
| Clearbrook Holdings Corp | TN | $9.3M | 714 |
| Lasalle Management Company, L.L.C. | LA | $9.3M | 2,013 |
| Ghertner & Company | TN | $9.1M | 255 |
| Logo Brands, Inc. | TN | $6.1M | 156 |
| Paul Burrell Management, Inc. | KY | $4.5M | 278 |
| Landpoint, LLC | TX | $3.6M | 294 |
| Louisiana Association for the Blind | LA | $3.2M | 137 |
| Athens Distributing Company of Memphis | TN | $0 | 0 |
| Ragan Smith Associates, Inc. | TN | $0 | 0 |
- TNParticipants 1,195
- G. M. Lawrence & Co.$96.2MTNParticipants 1,387
- Highline Warren LLC$90.7MTNParticipants 1,714
- D4C Dental Brands, Inc.$58.1MGAParticipants 3,285
- LAParticipants 155
- TNParticipants 361
- Thirty Madison, Inc.$30.2MNYParticipants 677
- TNParticipants 172
- Lifelinc Corporation$24.0MTNParticipants 375
- TXParticipants 351
- TNParticipants 943
- Colortech, Inc.$15.8MTNParticipants 328
- Drexel Chemical Company$11.9MTNParticipants 233
- LAParticipants 182
- Frost-Arnett Company$11.1MTNParticipants 364
- TNParticipants 714
- LAParticipants 2,013
- Ghertner & Company$9.1MTNParticipants 255
- Logo Brands, Inc.$6.1MTNParticipants 156
- KYParticipants 278
- Landpoint, LLC$3.6MTXParticipants 294
- LAParticipants 137
- TNParticipants 0
- TNParticipants 0
Top client states
- TN15 plans
- LA4 plans
- TX2 plans
- GA1 plan
- KY1 plan
Frequently asked questions
- Who uses Acuff & Associates, Inc.?
- 24 retirement plans list Acuff & Associates, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Lawrence Gateway, LLC, G. M. Lawrence & Co., Highline Warren LLC, D4C Dental Brands, Inc. and Advanced Cardiovascular Specialists LLC. Most client plans are sponsored in TN, LA and TX.
- How many plans does Acuff & Associates, Inc. serve?
- Acuff & Associates, Inc. serves 24 retirement plans with $660M in plan assets and 15,569 participants, based on the latest Form 5500 filings through 2024.
- What does Acuff & Associates, Inc. charge?
- Plans reported $274K in total Schedule C compensation paid to Acuff & Associates, Inc.. The median plan paid $3K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Acuff & Associates as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Fidelity (FMR) | 3 |
| Vanguard | 3 |
| JPMorgan | 2 |
| Capital Group | 1 |
| Janus Henderson | 1 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.