Filings through .
Ameriprise Financial Services Inc
Matched across 86 name variants in the filings
Ameriprise Financial Services Inc summary
Ameriprise Financial Services Inc appears on 304 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $27.2B in assets for 652,153 participants. The median client plan holds $14.1M. Most client plans are sponsored in FL, CA and NY. The largest clients by plan assets are American Express Company and Its Participating Subsidiaries, Kimberly-Clark Corporation and Futureplan Fiduciary Services, LLC. Plans reported $9.7M in direct and indirect compensation paid to Ameriprise Financial Services Inc. The median is $22K per plan.
- Participants
- 652,153
- Median plan assets
- $14.1M
- Median plan participants
- 276
- Median fees per plan
- $22K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- NYParticipants 39,763
- WIParticipants 16,499
- MAParticipants 200,161
- IAParticipants 163,954
- NJParticipants 55,833
- Oberlin College$574MOHParticipants 2,506
- AZParticipants 5,286
- Teladoc Health, Inc.$385MNYParticipants 4,603
- The Finway Group$334MIAParticipants 8,994
- CAParticipants 956
- NJParticipants 1,531
- Bank of China$198MNYParticipants 1,366
- ILParticipants 608
- SCParticipants 1,022
- MIParticipants 9,309
- PAParticipants 3,055
- CAParticipants 309
- Derrick Corporation$109MNYParticipants 791
- Ioa Group, LLC$101MFLParticipants 1,409
- FLParticipants 6,424
- TXParticipants 8,234
- Remy Cointreau USA Inc.$84.9MNYParticipants 364
- FLParticipants 1,439
- FLParticipants 910
- SCParticipants 835
Top client states
- FL35 plans
- CA28 plans
- NY21 plans
- OH17 plans
- ME14 plans
Frequently asked questions
- Who uses Ameriprise Financial Services Inc?
- 304 retirement plans list Ameriprise Financial Services Inc as a service provider on Schedule C of Form 5500. The largest clients by plan assets include American Express Company and Its Participating Subsidiaries, Kimberly-Clark Corporation, Futureplan Fiduciary Services, LLC, Principal Life Insurance Company and Plan Professionals, LLC. Most client plans are sponsored in FL, CA and NY.
- How many plans does Ameriprise Financial Services Inc serve?
- Ameriprise Financial Services Inc serves 304 retirement plans with $27.2B in plan assets and 652,153 participants, based on the latest Form 5500 filings through 2024.
- What does Ameriprise Financial Services Inc charge?
- Plans reported $9.7M in total Schedule C compensation paid to Ameriprise Financial Services Inc. The median plan paid $22K. 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 Ameriprise Financial Services as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 10 |
| Fidelity (FMR) | 6 |
| Capital Group | 5 |
| T. Rowe Price | 3 |
| Dimensional | 3 |
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.