Filings through .
Alliance Benefit Group
Matched across 66 name variants in the filings
Alliance Benefit Group summary
Alliance Benefit Group appears on 77 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.8B in assets for 47,164 participants. The median client plan holds $11.1M. Most client plans are sponsored in TX, CA and CO. The largest clients by plan assets are Computer Services, Inc., Texas Biomedical Research Institute and L & H Company, Inc.. Plans reported $1.5M in direct and indirect compensation paid to Alliance Benefit Group. The median is $10K per plan.
- Participants
- 47,164
- Median plan assets
- $11.1M
- Median plan participants
- 340
- Median fees per plan
- $10K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Computer Services, Inc. | KY | $271M | 1,967 |
| Texas Biomedical Research Institute | TX | $122M | 1,191 |
| L & H Company, Inc. | IL | $101M | 376 |
| The Penta Building Group, LLC | NV | $97.9M | 791 |
| The American School in London Foundation | NJ | $78.4M | 208 |
| Dome Construction Corporation | CA | $74.4M | 294 |
| Sun Auto Tire & Service, Inc. | AZ | $69.2M | 5,650 |
| Westmont Hospitality Management, LLC | TX | $57.7M | 3,841 |
| Madison Realty Corporation | DC | $49.4M | 527 |
| CSG Consultants, Inc. | CA | $49.0M | 475 |
| Houston Metro Urology, P.A. | TX | $48.6M | 188 |
| Continental Cars, Inc. | TX | $45.1M | 1,267 |
| Charter Brokerage, LLC | CT | $38.2M | 218 |
| Sam Houston Electric Cooperative, Inc. | TX | $35.9M | 186 |
| Traditions Health, LLC | TN | $33.1M | 1,401 |
| Goodwill Industries of San Antonio | TX | $32.9M | 2,183 |
| Vital Farms Inc. | TX | $31.1M | 1,294 |
| Weststar Bank | TX | $30.9M | 430 |
| Asphalt Inc., LLC Dba Lone Star Paving | TX | $27.9M | 860 |
| Presbyterian School | TX | $26.7M | 282 |
| Boisset Family Estates, Inc. | CA | $26.1M | 357 |
| Ayr Strategies, Inc. | FL | $23.4M | 2,316 |
| Red Roof Franchising, LLC | OH | $22.7M | 246 |
| Accent Packaging, Inc. | TX | $22.6M | 282 |
| Femco, Inc. D.B.A. the Finger Companies | TX | $22.3M | 340 |
- KYParticipants 1,967
- TXParticipants 1,191
- L & H Company, Inc.$101MILParticipants 376
- NVParticipants 791
- NJParticipants 208
- CAParticipants 294
- AZParticipants 5,650
- TXParticipants 3,841
- DCParticipants 527
- CSG Consultants, Inc.$49.0MCAParticipants 475
- TXParticipants 188
- Continental Cars, Inc.$45.1MTXParticipants 1,267
- Charter Brokerage, LLC$38.2MCTParticipants 218
- TXParticipants 186
- Traditions Health, LLC$33.1MTNParticipants 1,401
- TXParticipants 2,183
- Vital Farms Inc.$31.1MTXParticipants 1,294
- Weststar Bank$30.9MTXParticipants 430
- TXParticipants 860
- Presbyterian School$26.7MTXParticipants 282
- CAParticipants 357
- Ayr Strategies, Inc.$23.4MFLParticipants 2,316
- OHParticipants 246
- Accent Packaging, Inc.$22.6MTXParticipants 282
- TXParticipants 340
Top client states
- TX49 plans
- CA8 plans
- CO4 plans
- IL2 plans
- MA2 plans
Frequently asked questions
- Who uses Alliance Benefit Group?
- 77 retirement plans list Alliance Benefit Group as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Computer Services, Inc., Texas Biomedical Research Institute, L & H Company, Inc., The Penta Building Group, LLC and The American School in London Foundation. Most client plans are sponsored in TX, CA and CO.
- How many plans does Alliance Benefit Group serve?
- Alliance Benefit Group serves 77 retirement plans with $1.8B in plan assets and 47,164 participants, based on the latest Form 5500 filings through 2024.
- What does Alliance Benefit Group charge?
- Plans reported $1.5M in total Schedule C compensation paid to Alliance Benefit Group. The median plan paid $10K. 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 Alliance Benefit Group as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 8 |
| Capital Group | 5 |
| BlackRock | 4 |
| Fidelity (FMR) | 4 |
| PIMCO (Allianz) | 4 |
Target-date series
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.