Filings through .
Kilpatrick Townsend
Matched across 18 name variants in the filings
Kilpatrick Townsend summary
Kilpatrick Townsend appears on 18 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $32.5B in assets for 268,507 participants. The median client plan holds $686M. Most client plans are sponsored in GA, NC and CA. The largest clients by plan assets are Truist Financial Corporation, CRH and Frontier Communications Parent, Inc.. Plans reported $1.8M in direct and indirect compensation paid to Kilpatrick Townsend. The median is $52K per plan.
- Participants
- 268,507
- Median plan assets
- $686M
- Median plan participants
- 5,289
- Median fees per plan
- $52K
- Schedule C direct + indirect
Top 18 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Truist Financial Corporation | NC | $15.9B | 92,388 |
| CRH | GA | $4.8B | 55,484 |
| Frontier Communications Parent, Inc., plan 001 | CT | $2.5B | 19,803 |
| Equitable Financial Life Insurance Company | NY | $1.9B | 21,122 |
| Odp International, LLC | FL | $1.4B | 21,243 |
| Mercedes-Benz USA, LLC, plan 002 | GA | $1.1B | 4,952 |
| Smiths Group Services Corporation | DC | $1.0B | 8,201 |
| The Dun & Bradstreet Corporation | FL | $1.0B | 19,276 |
| Sri International | CA | $952M | 4,649 |
| Mercedes-Benz USA, LLC, plan 001 | GA | $419M | 2,614 |
| Emory Healthcare, Inc. | GA | $378M | 8,094 |
| Equifax, Inc. | GA | $342M | 5,625 |
| Oregon Tool, Inc. | OR | $321M | 1,703 |
| Frontier Communications Parent, Inc., plan 003 | CT | $284M | 1,526 |
| Englewood Holdings Corp. (Fka National Service Industries,inc.)a CA Co | CA | $46.8M | 1,642 |
| Duplin Wine Cellars, Inc | NC | $10.8M | 185 |
| American Institute of Certified Public Accountants | NC | $2.6M | 0 |
| DSM North America, Inc. | NJ | $28K | 0 |
- NCParticipants 92,388
- CRH$4.8BGAParticipants 55,484
- CTParticipants 19,803
- NYParticipants 21,122
- FLParticipants 21,243
- GAParticipants 4,952
- DCParticipants 8,201
- FLParticipants 19,276
- Sri International$952MCAParticipants 4,649
- GAParticipants 2,614
- GAParticipants 8,094
- Equifax, Inc.$342MGAParticipants 5,625
- Oregon Tool, Inc.$321MORParticipants 1,703
- CTParticipants 1,526
- CAParticipants 1,642
- Duplin Wine Cellars, Inc$10.8MNCParticipants 185
- NCParticipants 0
- NJParticipants 0
Top client states
- GA5 plans
- NC3 plans
- CA2 plans
- CT2 plans
- FL2 plans
Frequently asked questions
- Who uses Kilpatrick Townsend?
- 18 retirement plans list Kilpatrick Townsend as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Truist Financial Corporation, CRH, Frontier Communications Parent, Inc., Equitable Financial Life Insurance Company and Odp International, LLC. Most client plans are sponsored in GA, NC and CA.
- How many plans does Kilpatrick Townsend serve?
- Kilpatrick Townsend serves 18 retirement plans with $32.5B in plan assets and 268,507 participants, based on the latest Form 5500 filings through 2024.
- What does Kilpatrick Townsend charge?
- Plans reported $1.8M in total Schedule C compensation paid to Kilpatrick Townsend. The median plan paid $52K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served18+4 YoYRank #710 of mapped providers
Assets under administration$32.5B0.0%Rank #429 by share of filed assets
Fees received$2MMedian $52,328/planSum across Schedule C direct + indirect
Net wins YoY+911 won - 2 lostPlan-level switch detection
See full Kilpatrick Townsend 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