PlanOptica

Filings through .

K&L Gates

Matched across 14 name variants in the filings

K&L Gates summary

K&L Gates appears on 27 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $39.8B in assets for 233,514 participants. The median client plan holds $1.0B. Most client plans are sponsored in PA, NY and CO. The largest clients by plan assets are Deere & Company, PPG Industries, Inc. and Willis Towers Watson US LLC. Plans reported $1.1M in direct and indirect compensation paid to K&L Gates. The median is $28K per plan.

Participants
233,514
Median plan assets
$1.0B
Median plan participants
5,179
Median fees per plan
$28K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • PA8 plans
  • NY3 plans
  • CO2 plans
  • IL2 plans
  • KY2 plans

Frequently asked questions

Who uses K&L Gates?
27 retirement plans list K&L Gates as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Deere & Company, PPG Industries, Inc., Willis Towers Watson US LLC, The New York and Presbyterian Hospital and HNTB Holdings Ltd.. Most client plans are sponsored in PA, NY and CO.
How many plans does K&L Gates serve?
K&L Gates serves 27 retirement plans with $39.8B in plan assets and 233,514 participants, based on the latest Form 5500 filings through 2024.
What does K&L Gates charge?
Plans reported $1.1M in total Schedule C compensation paid to K&L Gates. The median plan paid $28K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served27+1 YoYRank #482 of mapped providers
Assets under administration$39.8B0.1%Rank #161 by share of filed assets
Fees received$1MMedian $27,883/planSum across Schedule C direct + indirect
Net wins YoY+923 won - 14 lostPlan-level switch detection

See full K&L Gates analytics with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • 5-year plans-served trajectory
  • Customer-base shape
  • Median fees per service
  • Competitor overlap
  • Plans won and lost
  • Top plans by assets