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Carr, Riggs & Ingram, LLC

Matched across 51 name variants in the filings

Carr, Riggs & Ingram, LLC summary

Carr, Riggs & Ingram, LLC appears on 33 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $11.5B in assets for 121,754 participants. The median client plan holds $63.7M. Most client plans are sponsored in FL, GA and AL. The largest clients by plan assets are McKesson Corporation, NCR Voyix Corporation and Cardtronics USA, Inc.. Plans reported $851K in direct and indirect compensation paid to Carr, Riggs & Ingram, LLC. The median is $19K per plan.

Participants
121,754
Median plan assets
$63.7M
Median plan participants
706
Median fees per plan
$19K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • FL9 plans
  • GA7 plans
  • AL5 plans
  • LA4 plans
  • NC3 plans

Frequently asked questions

Who uses Carr, Riggs & Ingram, LLC?
33 retirement plans list Carr, Riggs & Ingram, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include McKesson Corporation, NCR Voyix Corporation, Cardtronics USA, Inc. and Board of Trustees of Retail Wholesale & Dept Store. Most client plans are sponsored in FL, GA and AL.
How many plans does Carr, Riggs & Ingram, LLC serve?
Carr, Riggs & Ingram, LLC serves 33 retirement plans with $11.5B in plan assets and 121,754 participants, based on the latest Form 5500 filings through 2024.
What does Carr, Riggs & Ingram, LLC charge?
Plans reported $851K in total Schedule C compensation paid to Carr, Riggs & Ingram, LLC. The median plan paid $19K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served33Rank #570 of mapped providers
Assets under administration$11.5B0.0%Rank #2066 by share of filed assets
Fees received$851,075Median $18,518/planSum across Schedule C direct + indirect
Net wins YoY-48 won - 12 lostPlan-level switch detection

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