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Lapadula Carlson & Co

Matched across 13 name variants in the filings

Lapadula Carlson & Co summary

Lapadula Carlson & Co appears on 21 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $20.1B in assets for 270,692 participants. The median client plan holds $105M. Most client plans are sponsored in TN, FL and NY. The largest clients by plan assets are Board of Trustees of the Western States Carpenters Pension Trust, Board of Trustees of the Southern District Ubc Defined Contribution Fu and Metal Trades Branch Local 638 Pension Fund. Plans reported $631K in direct and indirect compensation paid to Lapadula Carlson & Co. The median is $29K per plan.

Participants
270,692
Median plan assets
$105M
Median plan participants
1,860
Median fees per plan
$29K
Schedule C direct + indirect

Top 21 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Board of Trustees of the Western States Carpenters Pension TrustCA$14.5B178,331
Board of Trustees of the Southern District Ubc Defined Contribution FuTN$1.4B42,841
Metal Trades Branch Local 638 Pension FundNY$1.0B6,271
Board of Trustees Steamfitters' Industry Supplemental Retirement, plan 002NY$807M4,113
Board of Trustees Steamfitters' Industry Supplemental Retirement, plan 001NY$724M4,093
Board of Trustees Steamfitters Industry Pension FundNY$495M3,945
Trustees of Plumbers and Pipefitters Local Union No. 572 Pension FundTN$212M2,600
Southern States Savings & Retirement Plan TrustFL$202M14,437
Trustees of the Pension Plan of the Plumbers & PipefittersFL$184M1,860
Trustees of Plumbers & Pipefitters Lu 421 Pension Fund TrustFL$124M1,979
Trustees of Electricians Local Union No. 606 Pension-Annuity FundTN$105M1,861
Board of Trustees Laborers Pension FundVA$76.7M1,507
Trustees of the Plumbers & Pipefitters Local Union 719 Pension FundFL$74.7M706
The Board of Trustees of Plumbers and PipefittersFL$74.5M1,380
Sheet Metal Workers Local Union No. 32 Pension Trust FundFL$62.8M678
Trustees of Plumbers Local Union No. 519 Pension FundFL$45.1M1,069
Florida Multiemployer 401(k) PlanTN$28.1M1,060
Trustees of the Plumbers, Pipefitters and HVAC Technicians Local UnionTN$10.5M1,562
Trustees of Plasterers and Cement Masons Local 148 Defined ContributioTN$7.3M399
Trustees of the Florida Carpenters Pension PlanTN$00
Trustees of the Florida Ubc Supplemental Pension PlanTN$00

Top client states

  • TN8 plans
  • FL7 plans
  • NY4 plans
  • CA1 plan
  • VA1 plan

Frequently asked questions

Who uses Lapadula Carlson & Co?
21 retirement plans list Lapadula Carlson & Co as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees of the Western States Carpenters Pension Trust, Board of Trustees of the Southern District Ubc Defined Contribution Fu, Metal Trades Branch Local 638 Pension Fund and Board of Trustees Steamfitters' Industry Supplemental Retirement. Most client plans are sponsored in TN, FL and NY.
How many plans does Lapadula Carlson & Co serve?
Lapadula Carlson & Co serves 21 retirement plans with $20.1B in plan assets and 270,692 participants, based on the latest Form 5500 filings through 2024.
What does Lapadula Carlson & Co charge?
Plans reported $631K in total Schedule C compensation paid to Lapadula Carlson & Co. The median plan paid $29K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served21+6 YoYRank #867 of mapped providers
Assets under administration$20.1B0.0%Rank #2191 by share of filed assets
Fees received$630,852Median $29,306/planSum across Schedule C direct + indirect
Net wins YoY+34 won - 1 lostPlan-level switch detection

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