Filings through .
Composition Wealth LLC
Matched across 3 name variants in the filings
Composition Wealth LLC summary
Composition Wealth LLC appears on 18 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $37.4B in assets for 95,162 participants. The median client plan holds $294M. Most client plans are sponsored in CA, IL and WA. The largest clients by plan assets are The Permanente Medical Group, Inc. and Southern California Permanente Medical Group. Plans reported $538K in direct and indirect compensation paid to Composition Wealth LLC. The median is $21K per plan.
- Participants
- 95,162
- Median plan assets
- $294M
- Median plan participants
- 1,093
- Median fees per plan
- $21K
- Schedule C direct + indirect
Top 18 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| The Permanente Medical Group, Inc. | CA | $11.6B | 30,265 |
| Southern California Permanente Medical Group, plan 008 | CA | $9.2B | 12,823 |
| Southern California Permanente Medical Group, plan 009 | CA | $7.8B | 23,948 |
| Sidley Austin LLP, plan 100 | IL | $2.2B | 6,247 |
| Dla Piper LLP (US) | MD | $2.0B | 4,523 |
| Arnold & Porter Kaye Scholer LLP | DC | $1.8B | 3,126 |
| McDermott Will & Emery LLP | IL | $1.6B | 3,309 |
| Sidley Austin LLP, plan 004 | IL | $469M | 995 |
| Onex TSG Intermediate Corp. | LA | $347M | 4,972 |
| Bay Medical Management, LLC | CA | $241M | 436 |
| Motive Companies, LLC | CA | $48.4M | 1,159 |
| Halrec, Inc. Dba Stevens Creek Toyota | CA | $42.0M | 1,026 |
| Pushpay USA, Inc. | WA | $35.8M | 727 |
| Venables Bell & Partners LLC | CA | $25.3M | 167 |
| Hamcor, Inc. Dba Dublin Toyota | CA | $18.9M | 290 |
| Sunset Chevrolet, Inc. | WA | $8.5M | 213 |
| National Holistic Institute, Inc | CA | $6.4M | 526 |
| Cattlemens, a California Corporation | CA | $2.5M | 410 |
- CAParticipants 30,265
- CAParticipants 12,823
- CAParticipants 23,948
- ILParticipants 6,247
- Dla Piper LLP (US)$2.0BMDParticipants 4,523
- DCParticipants 3,126
- ILParticipants 3,309
- ILParticipants 995
- LAParticipants 4,972
- CAParticipants 436
- Motive Companies, LLC$48.4MCAParticipants 1,159
- CAParticipants 1,026
- Pushpay USA, Inc.$35.8MWAParticipants 727
- CAParticipants 167
- CAParticipants 290
- WAParticipants 213
- CAParticipants 526
- CAParticipants 410
Top client states
- CA10 plans
- IL3 plans
- WA2 plans
- DC1 plan
- LA1 plan
Frequently asked questions
- Who uses Composition Wealth LLC?
- 18 retirement plans list Composition Wealth LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include The Permanente Medical Group, Inc., Southern California Permanente Medical Group, Sidley Austin LLP and Dla Piper LLP (US). Most client plans are sponsored in CA, IL and WA.
- How many plans does Composition Wealth LLC serve?
- Composition Wealth LLC serves 18 retirement plans with $37.4B in plan assets and 95,162 participants, based on the latest Form 5500 filings through 2024.
- What does Composition Wealth LLC charge?
- Plans reported $538K in total Schedule C compensation paid to Composition Wealth LLC. The median plan paid $21K. 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 Composition Wealth as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| TIAA (Nuveen) | 1 |
Target-date series
| Series | Plans |
|---|---|
| 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.