Filings through .
Cadaret Grant & Co Inc
Matched across 49 name variants in the filings
Cadaret Grant & Co Inc summary
Cadaret Grant & Co Inc appears on 35 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.4B in assets for 205,518 participants. The median client plan holds $12.5M. Most client plans are sponsored in NJ, NY and OH. The largest clients by plan assets are Principal Life Insurance Company and United Wholesale Mortgage, LLC. Plans reported $809K in direct and indirect compensation paid to Cadaret Grant & Co Inc. The median is $18K per plan.
- Participants
- 205,518
- Median plan assets
- $12.5M
- Median plan participants
- 319
- Median fees per plan
- $18K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- IAParticipants 9,531
- IAParticipants 163,954
- MIParticipants 11,710
- NYParticipants 1,297
- NYParticipants 837
- NJParticipants 3,718
- NYParticipants 1,348
- Adma Biologics, Inc.$38.7MFLParticipants 750
- NJParticipants 277
- WAParticipants 357
- I.D. Systems, Inc.$21.6MNJParticipants 246
- NYParticipants 175
- NJParticipants 257
- NYParticipants 124
- C & J Industries, Inc.$15.2MPAParticipants 319
- NYParticipants 592
- Wireless Vision, LLC$13.3MMIParticipants 3,602
- NYParticipants 836
- Premio Foods, Inc.$12.4MNJParticipants 665
- Orange Barrel Media, LLC$11.8MOHParticipants 166
- Ritz Safety LLC$11.3MOHParticipants 300
- OHParticipants 224
- Ulma Form Works, Inc$8.4MNJParticipants 170
- Icm Controls Corp$7.8MNYParticipants 226
- NJParticipants 221
Top client states
- NJ10 plans
- NY10 plans
- OH5 plans
- MI3 plans
- IA2 plans
Frequently asked questions
- Who uses Cadaret Grant & Co Inc?
- 35 retirement plans list Cadaret Grant & Co Inc as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Principal Life Insurance Company, United Wholesale Mortgage, LLC, Buffalo Medical Group P.C. and Stark Tech Operating Company LLC. Most client plans are sponsored in NJ, NY and OH.
- How many plans does Cadaret Grant & Co Inc serve?
- Cadaret Grant & Co Inc serves 35 retirement plans with $2.4B in plan assets and 205,518 participants, based on the latest Form 5500 filings through 2024.
- What does Cadaret Grant & Co Inc charge?
- Plans reported $809K in total Schedule C compensation paid to Cadaret Grant & Co Inc. The median plan paid $18K. 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 Cadaret Grant & CO as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 5 |
| TIAA (Nuveen) | 2 |
| Voya | 1 |
| BlackRock | 1 |
| JPMorgan | 1 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 4 |
| Nuveen Lifecycle 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.