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Filings through .

Conrad Siegel

Matched across 16 name variants in the filings

Conrad Siegel summary

Conrad Siegel appears on 68 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $4.5B in assets for 56,301 participants. The median client plan holds $18.9M. Most client plans are sponsored in PA, MI and VA. The largest clients by plan assets are Eurofins NSC US, Inc., D & H Corporate Group Inc. and Stevens & Lee. Plans reported $5.7M in direct and indirect compensation paid to Conrad Siegel. The median is $44K per plan.

Participants
56,301
Median plan assets
$18.9M
Median plan participants
287
Median fees per plan
$44K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Eurofins NSC US, Inc.PA$1.5B20,421
D & H Corporate Group Inc.PA$314M1,631
Stevens & LeePA$307M603
Laborers Local Union No. 158 Pension FundPA$272M5,397
Pennsylvania Heavy & Highway Contractor's Bargaining AssociatioPA$231M3,517
Pennsylvania National Mutual Casualty Insurance CompanyPA$217M1,047
J. D. Eckman, Inc.PA$157M646
HBG, Inc.PA$121M2,407
York Building Products Co., Inc.PA$107M659
Fulton Financial CorporationPA$90.4M681
Peoples Security Bank & Trust CompanyPA$83.4M749
Trustees of Susquehanna Laborers Combined Pension FundPA$58.8M922
Thomas, Thomas & Hafer, LLPPA$55.1M225
Maryland State Education Association, Inc.MD$54.1M159
Gabriel, Roeder, Smith & Company Holdings, Inc.MI$48.9M205
Schaedler Yesco Distribution Inc.PA$47.4M520
IBEW Local No. 229 Pension FundVA$45.4M500
United Church of Christ HomesPA$40.8M1,048
Lane Enterprises Holdings, Inc.PA$39.8M622
Phi D/B/a Presbyterian Senior LivingPA$37.4M2,668
Burnham Holdings, Inc.PA$36.8M317
Barley Snyder LLPPA$35.7M230
AlkegenCT$34.0M364
Burke & Herbert Bank & Trust CompanyVA$31.1M192
Stewart & Tate, Inc.PA$30.1M311

Top client states

  • PA53 plans
  • MI7 plans
  • VA2 plans
  • CT1 plan
  • DE1 plan

Frequently asked questions

Who uses Conrad Siegel?
68 retirement plans list Conrad Siegel as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Eurofins NSC US, Inc., D & H Corporate Group Inc., Stevens & Lee, Laborers Local Union No. 158 Pension Fund and Pennsylvania Heavy & Highway Contractor's Bargaining Associatio. Most client plans are sponsored in PA, MI and VA.
How many plans does Conrad Siegel serve?
Conrad Siegel serves 68 retirement plans with $4.5B in plan assets and 56,301 participants, based on the latest Form 5500 filings through 2024.
What does Conrad Siegel charge?
Plans reported $5.7M in total Schedule C compensation paid to Conrad Siegel. The median plan paid $44K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served68-1 YoYRank #273 of mapped providers
Assets under administration$4.5B0.0%Rank #2221 by share of filed assets
Fees received$6MMedian $44,465/planSum across Schedule C direct + indirect
Net wins YoY+210 won - 8 lostPlan-level switch detection

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Fund lineups on plans this firm keeps

Search these plans

Large plans that name Conrad Siegel as recordkeeper and list their funds in their filing.

Plans
30
$2.30B in funds
In collective trusts
5%
average plan
In Conrad Siegel funds
0%
average plan
In index funds
59%
average plan

Top managers in these lineups

ManagerPlans
Vanguard23
Fidelity (FMR)19
JPMorgan13
Charles Schwab8
MFS (Sun Life)4

Target-date series

SeriesPlans
Vanguard Target Retirement11
Putnam Retirement Advantage1

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.