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LBMC, PC
Matched across 9 name variants in the filings
LBMC, PC summary
LBMC, PC appears on 70 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $20.0B in assets for 449,389 participants. The median client plan holds $107M. Most client plans are sponsored in TN, GA and KY. The largest clients by plan assets are Nissan North America, Inc., Lifepoint Health, Inc. and Knight-Swift Transportation Holdings Inc.. Plans reported $1.3M in direct and indirect compensation paid to LBMC, PC. The median is $17K per plan.
- Participants
- 449,389
- Median plan assets
- $107M
- Median plan participants
- 1,534
- Median fees per plan
- $17K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- TNParticipants 20,074
- TNParticipants 68,144
- AZParticipants 36,589
- MNParticipants 24,456
- ALParticipants 1,666
- TNParticipants 1,845
- TNParticipants 14,652
- Lincare Inc.$533MFLParticipants 13,686
- NYParticipants 3,024
- The Andersons, Inc.$415MOHParticipants 3,440
- GAParticipants 5,204
- TNParticipants 2,246
- TNParticipants 29,452
- TNParticipants 27,120
- TNParticipants 32,465
- TNParticipants 14,191
- Mexichem USA, Inc.$310MMAParticipants 2,965
- TNParticipants 15,297
- Specialtycare, Inc.$281MTNParticipants 2,961
- Gresham Smith$259MTNParticipants 1,551
- TNParticipants 55,024
- WAParticipants 1,671
- KYParticipants 17,030
- Boyd Company$225MKYParticipants 1,852
- WAParticipants 1,344
Top client states
- TN33 plans
- GA5 plans
- KY4 plans
- WA4 plans
- NY3 plans
Frequently asked questions
- Who uses LBMC, PC?
- 70 retirement plans list LBMC, PC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Nissan North America, Inc., Lifepoint Health, Inc., Knight-Swift Transportation Holdings Inc., Amedisys Holding, L.L.C. and Bradley Arant Boult Cummings LLP. Most client plans are sponsored in TN, GA and KY.
- How many plans does LBMC, PC serve?
- LBMC, PC serves 70 retirement plans with $20.0B in plan assets and 449,389 participants, based on the latest Form 5500 filings through 2024.
- What does LBMC, PC charge?
- Plans reported $1.3M in total Schedule C compensation paid to LBMC, PC. The median plan paid $17K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served70+6 YoYRank #278 of mapped providers
Assets under administration$20.0B0.0%Rank #764 by share of filed assets
Fees received$1MMedian $17,000/planSum across Schedule C direct + indirect
Net wins YoY+527 won - 22 lostPlan-level switch detection
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