Filings through .
Mauldin & Jenkins
Matched across 16 name variants in the filings
Mauldin & Jenkins summary
Mauldin & Jenkins appears on 16 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.3B in assets for 43,900 participants. The median client plan holds $27.3M. Most client plans are sponsored in GA, TN and AL. The largest clients by plan assets are Newport Group, Inc., Ameris Bancorp and Sharecare Inc. Plans reported $233K in direct and indirect compensation paid to Mauldin & Jenkins. The median is $13K per plan.
- Participants
- 43,900
- Median plan assets
- $27.3M
- Median plan participants
- 538
- Median fees per plan
- $13K
- Schedule C direct + indirect
Top 16 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Newport Group, Inc. | PA | $517M | 30,897 |
| Ameris Bancorp | GA | $337M | 3,320 |
| Sharecare Inc | GA | $95.2M | 2,105 |
| CBL & Associates Management, Inc. | TN | $88.4M | 615 |
| Safe-Guard Products International, LLC | GA | $52.8M | 1,073 |
| CB&S Bank, Inc. | AL | $48.7M | 586 |
| McKibbon Hotel Management, Inc. | FL | $40.7M | 2,049 |
| Builtwell Bancorp Inc., plan 001 | TN | $29.1M | 406 |
| Builtwell Bancorp, Inc., plan 003 | TN | $25.6M | 489 |
| Envolve Client Services Group, LLC | TN | $25.0M | 1,246 |
| Childrens Clinic of Swla Apmc | LA | $16.9M | 120 |
| CCB Community Bank | AL | $13.7M | 114 |
| Altrust Financial Services, Inc. | AL | $11.3M | 294 |
| Technical Associates of Georgia, Inc. | GA | $10.3M | 317 |
| Genesis Medical Group | TX | $10.0M | 191 |
| Clyde Industries Inc. | GA | $3.5M | 78 |
- Newport Group, Inc.$517MPAParticipants 30,897
- Ameris Bancorp$337MGAParticipants 3,320
- Sharecare Inc$95.2MGAParticipants 2,105
- TNParticipants 615
- GAParticipants 1,073
- CB&S Bank, Inc.$48.7MALParticipants 586
- FLParticipants 2,049
- TNParticipants 406
- TNParticipants 489
- TNParticipants 1,246
- LAParticipants 120
- CCB Community Bank$13.7MALParticipants 114
- ALParticipants 294
- GAParticipants 317
- Genesis Medical Group$10.0MTXParticipants 191
- GAParticipants 78
Top client states
- GA5 plans
- TN4 plans
- AL3 plans
- FL1 plan
- LA1 plan
Frequently asked questions
- Who uses Mauldin & Jenkins?
- 16 retirement plans list Mauldin & Jenkins as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Newport Group, Inc., Ameris Bancorp, Sharecare Inc, CBL & Associates Management, Inc. and Safe-Guard Products International, LLC. Most client plans are sponsored in GA, TN and AL.
- How many plans does Mauldin & Jenkins serve?
- Mauldin & Jenkins serves 16 retirement plans with $1.3B in plan assets and 43,900 participants, based on the latest Form 5500 filings through 2024.
- What does Mauldin & Jenkins charge?
- Plans reported $233K in total Schedule C compensation paid to Mauldin & Jenkins. The median plan paid $13K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served16+3 YoYRank #1052 of mapped providers
Assets under administration$1.3B0.0%Rank #4599 by share of filed assets
Fees received$232,606Median $13,493/planSum across Schedule C direct + indirect
Net wins YoY+14 won - 3 lostPlan-level switch detection
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