Filings through .
Krilogy Financial LLC
Matched across 3 name variants in the filings
Krilogy Financial LLC summary
Krilogy Financial LLC appears on 21 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $7.1B in assets for 52,242 participants. The median client plan holds $25.6M. Most client plans are sponsored in MO, CA and FL. The largest clients by plan assets are Brown & Brown, Inc., Lockton, Inc. and Littler Mendelson, P.C.. Plans reported $482K in direct and indirect compensation paid to Krilogy Financial LLC. The median is $17K per plan.
- Participants
- 52,242
- Median plan assets
- $25.6M
- Median plan participants
- 630
- Median fees per plan
- $17K
- Schedule C direct + indirect
Top 21 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Brown & Brown, Inc. | FL | $2.0B | 15,728 |
| Lockton, Inc. | MO | $1.7B | 9,677 |
| Littler Mendelson, P.C. | CA | $1.2B | 3,418 |
| TSVC, Inc | KS | $1.2B | 11,006 |
| Spencer Fane LLP | MO | $330M | 1,113 |
| Ub Greensfelder LLP | OH | $299M | 753 |
| Island Capital Group LLC | SC | $79.4M | 455 |
| Empowerme Holdings, LLC | MO | $63.5M | 3,131 |
| Charles L. Crane Agency Company | MO | $53.8M | 285 |
| Ranken Jordan Home for Convalescent Crippled Children | MO | $36.4M | 594 |
| I.A.T.S.E. Local No. 6 | WI | $25.6M | 1,307 |
| Industrial Marketing Inc | MO | $24.6M | 387 |
| O'Fallon Casting LLC | MO | $19.7M | 288 |
| Crown Diversified Industries Corporation | MO | $16.3M | 578 |
| Sansone Group, LLC | MO | $12.8M | 163 |
| Mid Continent Steel and Wire Inc | MO | $12.7M | 630 |
| Midas Hospitality, LLC | MO | $11.5M | 1,315 |
| The Birner Group, LLC | MO | $8.8M | 342 |
| Challenge Unlimited Inc. | IL | $6.1M | 714 |
| Kirkwood Pharmacy Group | MO | $4.8M | 173 |
| Stange Law Firm, PC | MO | $2.0M | 185 |
- Brown & Brown, Inc.$2.0BFLParticipants 15,728
- Lockton, Inc.$1.7BMOParticipants 9,677
- CAParticipants 3,418
- TSVC, Inc$1.2BKSParticipants 11,006
- Spencer Fane LLP$330MMOParticipants 1,113
- Ub Greensfelder LLP$299MOHParticipants 753
- Island Capital Group LLC$79.4MSCParticipants 455
- Empowerme Holdings, LLC$63.5MMOParticipants 3,131
- MOParticipants 285
- MOParticipants 594
- I.A.T.S.E. Local No. 6$25.6MWIParticipants 1,307
- Industrial Marketing Inc$24.6MMOParticipants 387
- O'Fallon Casting LLC$19.7MMOParticipants 288
- MOParticipants 578
- Sansone Group, LLC$12.8MMOParticipants 163
- MOParticipants 630
- Midas Hospitality, LLC$11.5MMOParticipants 1,315
- MOParticipants 342
- ILParticipants 714
- MOParticipants 173
- Stange Law Firm, PC$2.0MMOParticipants 185
Top client states
- MO14 plans
- CA1 plan
- FL1 plan
- IL1 plan
- KS1 plan
Frequently asked questions
- Who uses Krilogy Financial LLC?
- 21 retirement plans list Krilogy Financial LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Brown & Brown, Inc., Lockton, Inc., Littler Mendelson, P.C., TSVC, Inc and Spencer Fane LLP. Most client plans are sponsored in MO, CA and FL.
- How many plans does Krilogy Financial LLC serve?
- Krilogy Financial LLC serves 21 retirement plans with $7.1B in plan assets and 52,242 participants, based on the latest Form 5500 filings through 2024.
- What does Krilogy Financial LLC charge?
- Plans reported $482K in total Schedule C compensation paid to Krilogy Financial LLC. The median plan paid $17K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served21+12 YoYRank #1075 of mapped providers
Assets under administration$7.1B0.0%Rank #1601 by share of filed assets
Fees received$481,771Median $17,064/planSum across Schedule C direct + indirect
Net wins YoY+56 won - 1 lostPlan-level switch detection
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