Filings through .
Coulter & Justus
Matched across 15 name variants in the filings
Coulter & Justus summary
Coulter & Justus appears on 41 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.3B in assets for 34,096 participants. The median client plan holds $15.1M. Most client plans are sponsored in CA, MO and TN. The largest clients by plan assets are ERISA PPP Services LLC, Americantcs Fiduciary Services, LLC and Covenant Transport, Inc.. Plans reported $426K in direct and indirect compensation paid to Coulter & Justus. The median is $8K per plan.
- Participants
- 34,096
- Median plan assets
- $15.1M
- Median plan participants
- 313
- Median fees per plan
- $8K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- TNParticipants 6,314
- PAParticipants 5,319
- Covenant Transport, Inc.$85.3MTNParticipants 4,250
- MOParticipants 519
- Park University$76.1MMOParticipants 757
- Northwestern College$53.0MIAParticipants 617
- Clarke University$42.1MIAParticipants 494
- GAParticipants 414
- Briar Cliff University$31.3MIAParticipants 407
- CAParticipants 444
- Catalyst Family Inc.$25.6MCAParticipants 1,887
- FLParticipants 116
- GAParticipants 3,812
- KSParticipants 358
- Midland University$21.9MNEParticipants 448
- CAParticipants 621
- SDParticipants 313
- CAParticipants 293
- KYParticipants 296
- Azzur Group, LLC$15.8MPAParticipants 434
- Corban University$15.1MORParticipants 286
- CAParticipants 331
- FLParticipants 1,712
- TXParticipants 176
- KSParticipants 225
Top client states
- CA5 plans
- MO4 plans
- TN4 plans
- FL3 plans
- GA3 plans
Frequently asked questions
- Who uses Coulter & Justus?
- 41 retirement plans list Coulter & Justus as a service provider on Schedule C of Form 5500. The largest clients by plan assets include ERISA PPP Services LLC, Americantcs Fiduciary Services, LLC, Covenant Transport, Inc., University of Health Sciences and Pharmacy in St. Louis and Park University. Most client plans are sponsored in CA, MO and TN.
- How many plans does Coulter & Justus serve?
- Coulter & Justus serves 41 retirement plans with $1.3B in plan assets and 34,096 participants, based on the latest Form 5500 filings through 2024.
- What does Coulter & Justus charge?
- Plans reported $426K in total Schedule C compensation paid to Coulter & Justus. The median plan paid $8K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served41+16 YoYRank #488 of mapped providers
Assets under administration$1.3B0.0%Rank #4793 by share of filed assets
Fees received$425,664Median $8,000/planSum across Schedule C direct + indirect
Net wins YoY+915 won - 6 lostPlan-level switch detection
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