Filings through .
Azalea Administration LLC
Matched across 3 name variants in the filings
Azalea Administration LLC summary
Azalea Administration LLC appears on 18 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $298M in assets for 4,818 participants. The median client plan holds $11.1M. Most client plans are sponsored in AL, MS and CO. The largest clients by plan assets are Women's Health Mississippi, LLC, Jackson Healthcare for Women, P.A. and Wade, Incorporated. Plans reported $168K in direct and indirect compensation paid to Azalea Administration LLC. The median is $9K per plan.
- Participants
- 4,818
- Median plan assets
- $11.1M
- Median plan participants
- 226
- Median fees per plan
- $9K
- Schedule C direct + indirect
Top 18 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Women's Health Mississippi, LLC | MS | $60.0M | 278 |
| Jackson Healthcare for Women, P.A. | MS | $48.8M | 134 |
| Wade, Incorporated | MS | $41.0M | 557 |
| Trigreen Equipment, LLC | AL | $30.1M | 649 |
| Building & Earth Sciences, Inc. | AL | $18.1M | 364 |
| Gulf Equipment Corporation | AL | $17.4M | 138 |
| Golden Triangle Planning and Development District, Inc. | MS | $13.9M | 191 |
| Four Star Freightliner, Inc. | AL | $13.5M | 220 |
| Jerry Pate Company | FL | $12.1M | 249 |
| Scada Products, LLC | CO | $10.0M | 220 |
| Craddock Oil Company, Inc. | MS | $6.9M | 272 |
| Stresscrete, Inc. | AL | $6.6M | 210 |
| United Methodist Childrens Home | AL | $6.1M | 135 |
| University Management, Inc. | MS | $6.0M | 704 |
| Integrated Behavioral Health | AL | $6.0M | 231 |
| Timberland Harvesters, LLC | AL | $1.6M | 266 |
| Tidwell Group, LLC | AL | $0 | 0 |
| Professional Billing, Inc. | AL | $0 | 0 |
- MSParticipants 278
- MSParticipants 134
- Wade, Incorporated$41.0MMSParticipants 557
- Trigreen Equipment, LLC$30.1MALParticipants 649
- ALParticipants 364
- ALParticipants 138
- MSParticipants 191
- ALParticipants 220
- Jerry Pate Company$12.1MFLParticipants 249
- Scada Products, LLC$10.0MCOParticipants 220
- MSParticipants 272
- Stresscrete, Inc.$6.6MALParticipants 210
- ALParticipants 135
- MSParticipants 704
- ALParticipants 231
- ALParticipants 266
- ALParticipants 0
- ALParticipants 0
Top client states
- AL10 plans
- MS6 plans
- CO1 plan
- FL1 plan
Frequently asked questions
- Who uses Azalea Administration LLC?
- 18 retirement plans list Azalea Administration LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Women's Health Mississippi, LLC, Jackson Healthcare for Women, P.A., Wade, Incorporated, Trigreen Equipment, LLC and Building & Earth Sciences, Inc.. Most client plans are sponsored in AL, MS and CO.
- How many plans does Azalea Administration LLC serve?
- Azalea Administration LLC serves 18 retirement plans with $298M in plan assets and 4,818 participants, based on the latest Form 5500 filings through 2024.
- What does Azalea Administration LLC charge?
- Plans reported $168K in total Schedule C compensation paid to Azalea Administration LLC. The median plan paid $9K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served18-3 YoYRank #879 of mapped providers
Assets under administration$298M0.0%Rank #7006 by share of filed assets
Fees received$168,124Median $8,647/planSum across Schedule C direct + indirect
Net wins YoY-33 won - 6 lostPlan-level switch detection
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