Filings through .
Aldrich Wealth Limited Partnership
Matched across 39 name variants in the filings
Aldrich Wealth Limited Partnership summary
Aldrich Wealth Limited Partnership appears on 33 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.4B in assets for 34,275 participants. The median client plan holds $25.1M. Most client plans are sponsored in OR, CA and ID. The largest clients by plan assets are Asante, Oregon Anesthesiology Group, P.C. and Ukpeagvik Inupiat Corporation. Plans reported $1.6M in direct and indirect compensation paid to Aldrich Wealth Limited Partnership. The median is $45K per plan.
- Participants
- 34,275
- Median plan assets
- $25.1M
- Median plan participants
- 289
- Median fees per plan
- $45K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Asante | OR | $889M | 8,553 |
| Oregon Anesthesiology Group, P.C. | OR | $405M | 348 |
| Ukpeagvik Inupiat Corporation | AK | $251M | 4,832 |
| Coop Shared Services, LLC | ID | $133M | 2,876 |
| Eye Health Northwest, P.C. | OR | $108M | 742 |
| Consumer Cellular Inc | AZ | $72.7M | 3,297 |
| Salem Radiology Consultants, P.C | OR | $52.3M | 146 |
| Otak Inc. | OR | $49.8M | 482 |
| Veca Electric & Technologies, LLC | WA | $45.7M | 426 |
| Oregon Oncology Specialists, LLP | OR | $43.9M | 314 |
| SEIU Local 503, Oregon Public Employees Union | OR | $39.8M | 289 |
| Roger Langeliers Construction Co. | OR | $34.0M | 568 |
| R&H Construction Co. | OR | $32.2M | 213 |
| Wmbe Payrolling Inc | CA | $32.1M | 5,267 |
| Erickson-Hall Construction Company | CA | $28.6M | 292 |
| LCG Pence, LLC | OR | $25.8M | 225 |
| Cass Construction, Inc. | CA | $25.1M | 254 |
| Eugene Welders Supply Co. | OR | $21.7M | 192 |
| Apcon, Inc. | OR | $16.6M | 125 |
| Hughes General Contractors | UT | $16.4M | 346 |
| Moore Excavation, Inc. | OR | $15.2M | 273 |
| Sierra Health Foundation | CA | $12.1M | 123 |
| Meduri Farms, Inc. | OR | $11.9M | 286 |
| North Santiam Paving Company | OR | $10.7M | 114 |
| Coastal Farm & Home Supply, LLC | ID | $10.5M | 1,150 |
- Asante$889MORParticipants 8,553
- ORParticipants 348
- AKParticipants 4,832
- IDParticipants 2,876
- ORParticipants 742
- Consumer Cellular Inc$72.7MAZParticipants 3,297
- ORParticipants 146
- Otak Inc.$49.8MORParticipants 482
- WAParticipants 426
- ORParticipants 314
- ORParticipants 289
- ORParticipants 568
- R&H Construction Co.$32.2MORParticipants 213
- Wmbe Payrolling Inc$32.1MCAParticipants 5,267
- CAParticipants 292
- LCG Pence, LLC$25.8MORParticipants 225
- Cass Construction, Inc.$25.1MCAParticipants 254
- ORParticipants 192
- Apcon, Inc.$16.6MORParticipants 125
- UTParticipants 346
- Moore Excavation, Inc.$15.2MORParticipants 273
- Sierra Health Foundation$12.1MCAParticipants 123
- Meduri Farms, Inc.$11.9MORParticipants 286
- ORParticipants 114
- IDParticipants 1,150
Top client states
- OR21 plans
- CA5 plans
- ID2 plans
- AK1 plan
- AZ1 plan
Frequently asked questions
- Who uses Aldrich Wealth Limited Partnership?
- 33 retirement plans list Aldrich Wealth Limited Partnership as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Asante, Oregon Anesthesiology Group, P.C., Ukpeagvik Inupiat Corporation, Coop Shared Services, LLC and Eye Health Northwest, P.C.. Most client plans are sponsored in OR, CA and ID.
- How many plans does Aldrich Wealth Limited Partnership serve?
- Aldrich Wealth Limited Partnership serves 33 retirement plans with $2.4B in plan assets and 34,275 participants, based on the latest Form 5500 filings through 2024.
- What does Aldrich Wealth Limited Partnership charge?
- Plans reported $1.6M in total Schedule C compensation paid to Aldrich Wealth Limited Partnership. The median plan paid $45K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served33+5 YoYRank #514 of mapped providers
Assets under administration$2.4B0.0%Rank #3882 by share of filed assets
Fees received$2MMedian $44,625/planSum across Schedule C direct + indirect
Net wins YoY+46 won - 2 lostPlan-level switch detection
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