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Ledbetter Parisi LLC

Matched across 22 name variants in the filings

Ledbetter Parisi LLC at a glance

Ledbetter Parisi LLC appears on 28 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $6.0B in assets for 97,462 participants. The median client plan holds $95.9M. Most client plans are sponsored in MI, IN and OH. The largest clients by plan assets are Board of Trustees - Indiana Laborers Pension Fund, Electrical Workers Local Union No. 369 Retirement Fund and I.U.O.E. Local 132 Pension Fund. Plans reported $620K in direct and indirect compensation paid to Ledbetter Parisi LLC, a median of $20K per plan.

Participants
97,462
Median plan assets
$95.9M
Median plan participants
1,431
Median fees per plan
$20K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Board of Trustees - Indiana Laborers Pension FundIN$1.8B28,807
Electrical Workers Local Union No. 369 Retirement FundKY$631M5,137
I.U.O.E. Local 132 Pension FundWV$559M4,062
Indiana Electrical Workers Pension Trust Fund IBEWIN$520M4,587
SW OH Regional Council of CarpentersMI$443M5,504
Board of Trustees - Midwest Pipe Trades Retirement PlanTN$254M1,910
Board of Trustees Michiana Area Electrical Workers Pension FundMI$228M2,251
IBEW Local No. 82 Pension PlanPA$153M1,789
Trustees of Michiana Area Elec Workers' Money Purchase PlanMI$145M1,801
Plumbers & Pipefitters Local 162OH$117M1,351
Ohio Bricklayers Pension PlanMI$111M1,992
I.U.O.E. #132 Annuity & Savings FDWV$105M9,568
Board of Trustees - Insulators Local No. 37 Retirement PlanTN$102M1,429
IBEW Local No. 82 Defined Contribution PlanPA$97.9M1,153
BD of Trustees - Plumbers & Steam- Fitters Local 184 SupplementalTN$93.9M934
IBEW 648 Pension PlanWV$90.0M935
Laborers Local No. 265 Pension PlanOH$89.4M1,432
Sheet Metal Workers Local 224 Pension Fund BD of TrusteesMI$85.1M795
Plumbers and Pipefitters Local 162 Retirement Savings PlanOH$72.0M1,052
Sheet Metal 7 Zone 3 Pension FundMI$65.6M571
Board of Trustees, Flint Area Sheet Metal Workers Local 7 Zone 4MI$61.8M584
Sheet Metal Workers Unions Local 24OH$60.7M499
Board of Trustees - Indiana Laborers DC PlanIN$59.7M15,678
The Trustees of the Cincinnati Stage Employees Local 5 Pension PlanOH$18.6M221
Heat & Frost Insulators and AlliedIN$17.1M684

Top client states

  1. MI7 plans
  2. IN6 plans
  3. OH5 plans
  4. TN3 plans
  5. WV3 plans

Frequently asked questions

Who uses Ledbetter Parisi LLC?
28 retirement plans list Ledbetter Parisi LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees - Indiana Laborers Pension Fund, Electrical Workers Local Union No. 369 Retirement Fund, I.U.O.E. Local 132 Pension Fund, Indiana Electrical Workers Pension Trust Fund IBEW and SW OH Regional Council of Carpenters. Most client plans are sponsored in MI, IN and OH.
How many plans does Ledbetter Parisi LLC serve?
Ledbetter Parisi LLC serves 28 retirement plans with $6.0B in plan assets and 97,462 participants, based on the latest Form 5500 filings through 2024.
What does Ledbetter Parisi LLC charge?
Plans reported $620K in total Schedule C compensation paid to Ledbetter Parisi LLC. The median plan paid $20K. Fees vary with plan size and the services each plan buys.

Market position · 2024

Plans served28-18 YoYRank #496 of mapped providers
Assets under administration$6.0B0.0%Share of filed assets - rank #1819
Fees received$620,333Median $19,559/planSum across Schedule C direct + indirect
Net wins YoY-131 won - 14 lostPlan-level switch detection

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