Filings through .
Correll Co.
Matched across 11 name variants in the filings
Correll Co. summary
Correll Co. appears on 25 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $901M in assets for 13,861 participants. The median client plan holds $21.1M. Most client plans are sponsored in IL, AR and CA. The largest clients by plan assets are Corient Services LLC, Independent Stave Company, LLC and Orthoarkansas, P.A.. Plans reported $1.0M in direct and indirect compensation paid to Correll Co.. The median is $27K per plan.
- Participants
- 13,861
- Median plan assets
- $21.1M
- Median plan participants
- 399
- Median fees per plan
- $27K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Corient Services LLC | FL | $267M | 1,512 |
| Independent Stave Company, LLC | MO | $126M | 2,999 |
| Orthoarkansas, P.A. | AR | $71.7M | 632 |
| Vanir Group of Companies, Inc. | CA | $62.3M | 511 |
| Wolter, Inc. | WI | $56.8M | 1,095 |
| Graham Enterprise, Inc. | IL | $30.7M | 415 |
| Arkansas Urology Associates, P.A. | AR | $29.9M | 399 |
| Inter-State Studio & Publishing Co. | MO | $28.2M | 774 |
| Acero Schools | IL | $25.3M | 929 |
| RMK Management | IL | $24.1M | 235 |
| Specialty Promotions, Inc. | IL | $23.8M | 440 |
| GSG Consultants, Inc. | IL | $22.1M | 439 |
| Psychogenics Inc. | NJ | $21.1M | 253 |
| Moss Bros. Auto Group, Inc. | CA | $17.8M | 726 |
| National Oil and Gas, Inc. | IN | $17.6M | 147 |
| Graham C-Stores Company | IL | $17.4M | 381 |
| Accord Carton LLC | IL | $13.8M | 282 |
| Curio Brands, LLC | MN | $11.0M | 165 |
| Arkansas Enterprises for the Developmentally Disabled, Inc. | AR | $10.7M | 319 |
| Roseland Community Hospital, plan 002 | IL | $9.2M | 654 |
| Field Management Services, LLC | IL | $6.6M | 106 |
| Atg Management Services, Inc. | IL | $5.8M | 342 |
| Roseland Community Hospital, plan 001 | IL | $2.7M | 106 |
| Vanair Manufacturing, Inc. | IN | $0 | 0 |
| Belcan Services Group, Ltd. Partnership | OH | $0 | 0 |
- Corient Services LLC$267MFLParticipants 1,512
- MOParticipants 2,999
- Orthoarkansas, P.A.$71.7MARParticipants 632
- CAParticipants 511
- Wolter, Inc.$56.8MWIParticipants 1,095
- Graham Enterprise, Inc.$30.7MILParticipants 415
- ARParticipants 399
- MOParticipants 774
- Acero Schools$25.3MILParticipants 929
- RMK Management$24.1MILParticipants 235
- ILParticipants 440
- GSG Consultants, Inc.$22.1MILParticipants 439
- Psychogenics Inc.$21.1MNJParticipants 253
- CAParticipants 726
- INParticipants 147
- Graham C-Stores Company$17.4MILParticipants 381
- Accord Carton LLC$13.8MILParticipants 282
- Curio Brands, LLC$11.0MMNParticipants 165
- ARParticipants 319
- ILParticipants 654
- ILParticipants 106
- ILParticipants 342
- ILParticipants 106
- INParticipants 0
- OHParticipants 0
Top client states
- IL11 plans
- AR3 plans
- CA2 plans
- IN2 plans
- MO2 plans
Frequently asked questions
- Who uses Correll Co.?
- 25 retirement plans list Correll Co. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Corient Services LLC, Independent Stave Company, LLC, Orthoarkansas, P.A., Vanir Group of Companies, Inc. and Wolter, Inc.. Most client plans are sponsored in IL, AR and CA.
- How many plans does Correll Co. serve?
- Correll Co. serves 25 retirement plans with $901M in plan assets and 13,861 participants, based on the latest Form 5500 filings through 2024.
- What does Correll Co. charge?
- Plans reported $1.0M in total Schedule C compensation paid to Correll Co.. The median plan paid $27K. 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 Correll as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 19 |
| Capital Group | 14 |
| JPMorgan | 11 |
| Fidelity (FMR) | 8 |
| MetLife | 6 |
Target-date series
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.