Filings through .
Calvetti Ferguson
Matched across 8 name variants in the filings
Calvetti Ferguson summary
Calvetti Ferguson appears on 16 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.6B in assets for 46,360 participants. The median client plan holds $34.6M. Most client plans are sponsored in TX, MO and UT. The largest clients by plan assets are McDermott Investments, R1 RCM Holdco Inc. and Christian Brothers Automotive Corporation. Plans reported $355K in direct and indirect compensation paid to Calvetti Ferguson. The median is $18K per plan.
- Participants
- 46,360
- Median plan assets
- $34.6M
- Median plan participants
- 612
- Median fees per plan
- $18K
- Schedule C direct + indirect
Top 16 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| McDermott Investments | TX | $1.2B | 11,425 |
| R1 RCM Holdco Inc. | UT | $800M | 17,954 |
| Christian Brothers Automotive Corporation | TX | $152M | 168 |
| KLX Energy Services Holdings, Inc | TX | $109M | 2,087 |
| Oq Chemicals Corporation | TX | $103M | 468 |
| Safran Seats USA LLC, plan 003 | TX | $94.9M | 902 |
| Ranger Energy Services, LLC | TX | $93.6M | 2,091 |
| Txex Energy Investments, LLC | TX | $45.0M | 484 |
| Safran Seats USA LLC, plan 011 | TX | $24.2M | 686 |
| Inopex Management Services, Inc. | TX | $12.8M | 261 |
| Eis Operating Enterprises, LLC | TX | $12.1M | 830 |
| New Day Admin, LLC | MO | $10.2M | 8,318 |
| CB&I STS Delaware, LLC | TX | $8.0M | 149 |
| The Bergaila Company Dba Bes Eng | TX | $7.4M | 537 |
| Dril-Quip, Inc. | TX | $0 | 0 |
| Culinaire International, Inc. | TX | $0 | 0 |
- TXParticipants 11,425
- R1 RCM Holdco Inc.$800MUTParticipants 17,954
- TXParticipants 168
- TXParticipants 2,087
- TXParticipants 468
- TXParticipants 902
- TXParticipants 2,091
- TXParticipants 484
- TXParticipants 686
- TXParticipants 261
- TXParticipants 830
- New Day Admin, LLC$10.2MMOParticipants 8,318
- TXParticipants 149
- TXParticipants 537
- TXParticipants 0
- TXParticipants 0
Top client states
- TX14 plans
- MO1 plan
- UT1 plan
Frequently asked questions
- Who uses Calvetti Ferguson?
- 16 retirement plans list Calvetti Ferguson as a service provider on Schedule C of Form 5500. The largest clients by plan assets include McDermott Investments, R1 RCM Holdco Inc., Christian Brothers Automotive Corporation, KLX Energy Services Holdings, Inc and Oq Chemicals Corporation. Most client plans are sponsored in TX, MO and UT.
- How many plans does Calvetti Ferguson serve?
- Calvetti Ferguson serves 16 retirement plans with $2.6B in plan assets and 46,360 participants, based on the latest Form 5500 filings through 2024.
- What does Calvetti Ferguson charge?
- Plans reported $355K in total Schedule C compensation paid to Calvetti Ferguson. The median plan paid $18K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served16+4 YoYRank #1248 of mapped providers
Assets under administration$2.6B0.0%Rank #3698 by share of filed assets
Fees received$354,784Median $18,095/planSum across Schedule C direct + indirect
Net wins YoY+08 won - 8 lostPlan-level switch detection
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