Filings through .
Burleigh Consulting Group
Matched across 4 name variants in the filings
Burleigh Consulting Group summary
Burleigh Consulting Group appears on 24 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $754M in assets for 26,411 participants. The median client plan holds $15.4M. Most client plans are sponsored in TN, AR and GA. The largest clients by plan assets are Davidson Hotel Company LLC, Semmes-Murphey Clinic and MSK Group, PC Dba Orthosouth. Plans reported $461K in direct and indirect compensation paid to Burleigh Consulting Group. The median is $10K per plan.
- Participants
- 26,411
- Median plan assets
- $15.4M
- Median plan participants
- 409
- Median fees per plan
- $10K
- Schedule C direct + indirect
Top 24 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Davidson Hotel Company LLC | GA | $135M | 11,512 |
| Semmes-Murphey Clinic | TN | $125M | 538 |
| MSK Group, PC Dba Orthosouth | TN | $106M | 674 |
| Monogram Management Services, Inc. | TN | $73.0M | 3,343 |
| Edelbrock Comp Parent Inc. | MS | $45.6M | 810 |
| Upright Holdings, Inc. | TN | $35.8M | 2,212 |
| Heavy Machines LLC | TN | $22.7M | 348 |
| Regent Holding Company, LLC | TN | $22.5M | 341 |
| Evolve Bancorp, Inc. | TN | $20.9M | 454 |
| First National Bank of Eastern Arkansas, plan 001 | AR | $20.6M | 165 |
| Tennessee Tractor, LLC | TN | $19.4M | 391 |
| First National Bank of Eastern Arkansas, plan 002 | AR | $16.0M | 172 |
| Silver Tree Residential, LLC | TN | $14.9M | 614 |
| Anovorx Group, LLC | TN | $14.5M | 426 |
| Valor Hospitality Partners, LLC | GA | $13.9M | 1,887 |
| A2H, Inc. | TN | $12.4M | 136 |
| Christ Community Health Services | TN | $10.3M | 506 |
| Evangelical Christian School | TN | $10.1M | 236 |
| S & H Systems, Inc. | AR | $9.9M | 249 |
| Premium Guard, Inc. | TN | $7.5M | 380 |
| CLK Multi Family Management, LLC | TN | $7.1M | 323 |
| Conexess Group, LLC | MI | $6.4M | 155 |
| McNeill Hotel Company, LLC | TN | $4.5M | 533 |
| Anderson-Tully Lumber Company, LLC | MS | $228K | 6 |
- GAParticipants 11,512
- TNParticipants 538
- TNParticipants 674
- TNParticipants 3,343
- MSParticipants 810
- Upright Holdings, Inc.$35.8MTNParticipants 2,212
- Heavy Machines LLC$22.7MTNParticipants 348
- TNParticipants 341
- Evolve Bancorp, Inc.$20.9MTNParticipants 454
- ARParticipants 165
- Tennessee Tractor, LLC$19.4MTNParticipants 391
- ARParticipants 172
- TNParticipants 614
- Anovorx Group, LLC$14.5MTNParticipants 426
- GAParticipants 1,887
- A2H, Inc.$12.4MTNParticipants 136
- TNParticipants 506
- TNParticipants 236
- S & H Systems, Inc.$9.9MARParticipants 249
- Premium Guard, Inc.$7.5MTNParticipants 380
- TNParticipants 323
- Conexess Group, LLC$6.4MMIParticipants 155
- TNParticipants 533
- MSParticipants 6
Top client states
- TN16 plans
- AR3 plans
- GA2 plans
- MS2 plans
- MI1 plan
Frequently asked questions
- Who uses Burleigh Consulting Group?
- 24 retirement plans list Burleigh Consulting Group as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Davidson Hotel Company LLC, Semmes-Murphey Clinic, MSK Group, PC Dba Orthosouth, Monogram Management Services, Inc. and Edelbrock Comp Parent Inc.. Most client plans are sponsored in TN, AR and GA.
- How many plans does Burleigh Consulting Group serve?
- Burleigh Consulting Group serves 24 retirement plans with $754M in plan assets and 26,411 participants, based on the latest Form 5500 filings through 2024.
- What does Burleigh Consulting Group charge?
- Plans reported $461K in total Schedule C compensation paid to Burleigh Consulting Group. The median plan paid $10K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
See full Burleigh Consulting Group analytics with Pro. Pro is free for 7 days and then costs $49 a month.
- 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 Burleigh Consulting Group as recordkeeper and list their funds in their filing.
Top managers in these lineups
Target-date series
| Series | Plans |
|---|---|
| Schwab Target Index | 1 |
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.