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Ledbetter Partners LLC

Matched across 3 name variants in the filings

Ledbetter Partners LLC at a glance

Ledbetter Partners LLC appears on 35 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $10.1B in assets for 99,018 participants. The median client plan holds $90.9M. Most client plans are sponsored in IN, MI and KY. The largest clients by plan assets are Ohio Operating Engineers Pension Plan, National Roofing Industry Pension Fund Wilson-McShane Corporation and Trustees of Teamsters Union No. 142 Pension Fund. Plans reported $941K in direct and indirect compensation paid to Ledbetter Partners LLC, a median of $21K per plan.

Participants
99,018
Median plan assets
$90.9M
Median plan participants
908
Median fees per plan
$21K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Ohio Operating Engineers Pension PlanOH$3.9B20,036
National Roofing Industry Pension Fund Wilson-McShane CorporationMN$2.4B33,418
Trustees of Teamsters Union No. 142 Pension FundIN$639M6,610
Local Union No 212 IBEW PensionOH$308M3,003
IBEW Local Union 481 Defined ContributionIN$296M3,320
Sheet Metal Workers Local No. 20, Indianapolis Area, Pension FundIN$236M2,227
Board of Trustees of Neca-IBEW Memphis Retirement PlanMI$230M3,268
JT BRD of Trustees of Local Union 317 Electrical Pension PlanWV$200M1,014
Board of Trustees - Sheet Metal Workers Local 98 Pension FundWV$194M1,932
Trustees of IBEW Local 531 & Neca Pension PlanIN$138M1,141
Trustees of IBEW Local 531 & Neca Money Purchase Pension PlanIN$137M908
Board of Trustees, IBEW Local No. 725IN$128M1,561
Joint Board of Trustees of IBEW Local 575 Pension FundWV$127M993
Trustees Sheet Metal Workers Local No. 20 Defined Contribution PensionIN$122M4,876
Board of Trustees of the Indiana Teamsters Pension PlanIN$118M2,063
Indpls. Chapter of Bricklayers Local No 4 of in/Ky(iu of B & a C)IN$110M1,960
Board of Trustees Bricklayers Union Local No. 6 of Indiana Pension FunIN$100.0M686
BD of Trustees - IBEW Local Union No. 873IN$90.9M727
Board of Trustees-Plumbers Local 452 Pension Trust FundKY$86.4M832
Trustees of Plumbers & Steamfitter Pension Trust FundKY$83.9M686
Joint Board of Trustees of Neca IBEW Local 1701 Pen. Ben. TRST FunMI$83.6M481
Composition Roofers Local 42 Pension PlanOH$66.1M488
Board of Trustees of Teamsters Union Local NO.142 Annuity FundIN$64.6M1,355
Board of Trustees-Local 18 Int'L Heat & Frost InsulatorsIN$63.2M676
Trustees of Sheet Metal Workers Local #20 South Bend Area Pension FundIN$36.0M591

Top client states

  1. IN18 plans
  2. MI5 plans
  3. KY4 plans
  4. OH4 plans
  5. WV3 plans

Frequently asked questions

Who uses Ledbetter Partners LLC?
35 retirement plans list Ledbetter Partners LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Ohio Operating Engineers Pension Plan, National Roofing Industry Pension Fund Wilson-McShane Corporation, Trustees of Teamsters Union No. 142 Pension Fund, Local Union No 212 IBEW Pension and IBEW Local Union 481 Defined Contribution. Most client plans are sponsored in IN, MI and KY.
How many plans does Ledbetter Partners LLC serve?
Ledbetter Partners LLC serves 35 retirement plans with $10.1B in plan assets and 99,018 participants, based on the latest Form 5500 filings through 2024.
What does Ledbetter Partners LLC charge?
Plans reported $941K in total Schedule C compensation paid to Ledbetter Partners LLC. The median plan paid $21K. Fees vary with plan size and the services each plan buys.

Market position · 2024

Plans served35+22 YoYRank #579 of mapped providers
Assets under administration$10.1B0.0%Share of filed assets - rank #1675
Fees received$941,413Median $21,067/planSum across Schedule C direct + indirect
Net wins YoY+1515 won - 0 lostPlan-level switch detection

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