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Bha Consulting

Matched across 8 name variants in the filings

Bha Consulting summary

Bha Consulting appears on 15 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.7B in assets for 26,612 participants. The median client plan holds $90.8M. Most client plans are sponsored in TN, VA and GA. The largest clients by plan assets are Trustees of IBEW Local 613 Defined Contribution Pension Plan, Board of Trustees, Iron Workers Local No. 5 & Iwea and Iron Workers District Council of TN Valley & Vicinity Pension Plan. Plans reported $841K in direct and indirect compensation paid to Bha Consulting. The median is $50K per plan.

Participants
26,612
Median plan assets
$90.8M
Median plan participants
1,475
Median fees per plan
$50K
Schedule C direct + indirect

Top 15 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • TN5 plans
  • VA4 plans
  • GA2 plans
  • PA2 plans
  • AL1 plan

Frequently asked questions

Who uses Bha Consulting?
15 retirement plans list Bha Consulting as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Trustees of IBEW Local 613 Defined Contribution Pension Plan, Board of Trustees, Iron Workers Local No. 5 & Iwea, Iron Workers District Council of TN Valley & Vicinity Pension Plan, Board of Trustees Southern Ironworkers Pension Fund and A.f.of L.-A.G.C. Building Trades Pension. Most client plans are sponsored in TN, VA and GA.
How many plans does Bha Consulting serve?
Bha Consulting serves 15 retirement plans with $2.7B in plan assets and 26,612 participants, based on the latest Form 5500 filings through 2024.
What does Bha Consulting charge?
Plans reported $841K in total Schedule C compensation paid to Bha Consulting. The median plan paid $50K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served15-1 YoYRank #983 of mapped providers
Assets under administration$2.7B0.0%Rank #3153 by share of filed assets
Fees received$840,547Median $49,808/planSum across Schedule C direct + indirect
Net wins YoY-10 won - 1 lostPlan-level switch detection

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  • 5-year plans-served trajectory
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