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Atlanta Capital Management

Matched across 28 name variants in the filings

Atlanta Capital Management summary

Atlanta Capital Management appears on 23 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $47.3B in assets for 263,566 participants. The median client plan holds $305M. Most client plans are sponsored in FL, NJ and TN. The largest clients by plan assets are L3HARRIS Technologies, Inc., American Express Company and Its Participating Subsidiaries and Cox Enterprises, Inc.. Plans reported $6.4M in direct and indirect compensation paid to Atlanta Capital Management. The median is $191K per plan.

Participants
263,566
Median plan assets
$305M
Median plan participants
5,369
Median fees per plan
$191K
Schedule C direct + indirect

Top 23 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
L3HARRIS Technologies, Inc.FL$18.0B73,044
American Express Company and Its Participating SubsidiariesNY$10.5B39,763
Cox Enterprises, Inc.GA$7.6B50,511
Continental Casualty CompanyIL$2.7B8,975
Joint Board of Trustees of Teamsters Local 639DC$1.9B9,634
Operating Engineers Local No. 825 Pension FundNJ$1.2B11,674
Regions Financial Corporation, plan 001AL$1.1B10,244
Regions Financial Corporation, plan 013AL$731M1,810
Loreal USA, Inc.NJ$715M11,021
UBS Financial Services Inc.NJ$563M7,722
Atlanta Plumbers & Steamfitters Pension FundFL$493M5,369
Hawaii Laborers' Annuity FundHI$305M6,407
Board of Trustees of Warehouse Employees Local No. 730 Pension Trust FMD$275M1,882
Board of Trustees Insulators Local No. 2 Pension PlanPA$221M939
Sheet Metal Workers Local 85 Pension FundTN$205M2,153
Southern States Savings & Retirement Plan TrustFL$202M14,437
Trustees of Plumbers & Pipefitters Lu 421 Pension Fund TrustFL$124M1,979
Milk Drivers & Dairy Employees Local No. 246 of Washington D.C PensionMD$109M977
New Mexico Pipe TradesNM$88.8M2,260
Trustees of the Electricians Pension Plan, IBEW 995LA$77.7M1,385
The Board of Trustees of Plumbers and PipefittersFL$74.5M1,380
JT BD of Trustees of Southeastern Carp and Millwrights Pension PlanTN$00
Board of Trustees - Tri-State Carpenters and Joiners PensionTN$00

Top client states

  • FL5 plans
  • NJ3 plans
  • TN3 plans
  • AL2 plans
  • MD2 plans

Frequently asked questions

Who uses Atlanta Capital Management?
23 retirement plans list Atlanta Capital Management as a service provider on Schedule C of Form 5500. The largest clients by plan assets include L3HARRIS Technologies, Inc., American Express Company and Its Participating Subsidiaries, Cox Enterprises, Inc., Continental Casualty Company and Joint Board of Trustees of Teamsters Local 639. Most client plans are sponsored in FL, NJ and TN.
How many plans does Atlanta Capital Management serve?
Atlanta Capital Management serves 23 retirement plans with $47.3B in plan assets and 263,566 participants, based on the latest Form 5500 filings through 2024.
What does Atlanta Capital Management charge?
Plans reported $6.4M in total Schedule C compensation paid to Atlanta Capital Management. The median plan paid $191K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served23-1 YoYRank #671 of mapped providers
Assets under administration$47.3B0.0%Rank #444 by share of filed assets
Fees received$6MMedian $191,046/planSum across Schedule C direct + indirect
Net wins YoY+05 won - 5 lostPlan-level switch detection

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