CLIFTONLARSONALLEN LLP

Cliftonlarsonallen LLP at a glance

Cliftonlarsonallen LLP appears on 608 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $259.9B in assets for 2,652,456 participants. The median client plan holds $77.4M. Most client plans are sponsored in WI, MN and CA. The largest clients by plan assets are Board of Trustees of 1199SEIU Health Care Employees Pension Fund and National Rural Electric Cooperative Association. Plans reported $13.6M in direct and indirect compensation paid to Cliftonlarsonallen LLP, a median of $18K per plan.

Participants

2,652,456

Median plan assets

$77.4M

Median plan participants

877

Median fees per plan

$18K

Schedule C direct + indirect

Frequently asked questions

Who uses Cliftonlarsonallen LLP?

608 retirement plans list Cliftonlarsonallen LLP as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees of 1199SEIU Health Care Employees Pension Fund, National Rural Electric Cooperative Association, 3M Company and Advocate Aurora Health, Inc. Most client plans are sponsored in WI, MN and CA.

How many plans does Cliftonlarsonallen LLP serve?

Cliftonlarsonallen LLP serves 608 retirement plans with $259.9B in plan assets and 2,652,456 participants, based on the latest Form 5500 filings through 2024.

What does Cliftonlarsonallen LLP charge?

Plans reported $13.6M in total Schedule C compensation paid to Cliftonlarsonallen LLP. The median plan paid $18K. Fees vary with plan size and the services each plan buys.