Filings through .
Newedge Advisors LLC
Matched across 14 name variants in the filings
Newedge Advisors LLC summary
Newedge Advisors LLC appears on 39 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $34.2B in assets for 122,122 participants. The median client plan holds $25.8M. Most client plans are sponsored in LA, CA and GA. The largest clients by plan assets are Delta Air Lines, Inc., Southern California Permanente Medical Group and Intuit Inc.. Plans reported $1.4M in direct and indirect compensation paid to Newedge Advisors LLC. The median is $26K per plan.
- Participants
- 122,122
- Median plan assets
- $25.8M
- Median plan participants
- 354
- Median fees per plan
- $26K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Delta Air Lines, Inc. | GA | $18.3B | 17,720 |
| Southern California Permanente Medical Group | CA | $7.8B | 23,948 |
| Intuit Inc. | CA | $4.2B | 41,891 |
| Brown & Brown, Inc. | FL | $2.0B | 15,728 |
| Phelps Dunbar, LLP | LA | $345M | 1,113 |
| Adams and Reese LLP | LA | $293M | 611 |
| Southeast Georgia Health System, Inc. | GA | $234M | 4,003 |
| Alta Enterprises, LLC | MI | $205M | 2,880 |
| Oriental Bank | PR | $180M | 2,736 |
| Kelly & Associates Insurance Group, Inc. | MD | $78.3M | 517 |
| Vantage West Credit Union | AZ | $67.8M | 599 |
| Imperial Health | LA | $49.5M | 354 |
| King & Prince Seafood Corporation | GA | $48.5M | 734 |
| Script Care, Ltd. | TX | $43.0M | 198 |
| Phoebe-Devitt Homes | PA | $40.9M | 1,186 |
| Harvey Gulf International Marine, LLC | LA | $35.0M | 695 |
| Advanced Dermatology Associates, Ltd. | PA | $33.1M | 130 |
| Jim Burke Ford | CA | $31.7M | 333 |
| G.E.C., Inc. | LA | $26.1M | 676 |
| A. J. Rose Manufacturing Co., plan 001 | OH | $25.8M | 169 |
| The Ogeechee Group, Inc. | GA | $25.2M | 1,105 |
| Creform Corporation | SC | $20.7M | 138 |
| Oklahoma Arthritis Center, P.C. | OK | $20.2M | 276 |
| A.J. Rose Manufacturing Co., plan 003 | OH | $19.9M | 327 |
| Ness USA, Inc. | PA | $19.0M | 342 |
- Delta Air Lines, Inc.$18.3BGAParticipants 17,720
- CAParticipants 23,948
- Intuit Inc.$4.2BCAParticipants 41,891
- Brown & Brown, Inc.$2.0BFLParticipants 15,728
- Phelps Dunbar, LLP$345MLAParticipants 1,113
- Adams and Reese LLP$293MLAParticipants 611
- GAParticipants 4,003
- MIParticipants 2,880
- Oriental Bank$180MPRParticipants 2,736
- MDParticipants 517
- AZParticipants 599
- Imperial Health$49.5MLAParticipants 354
- GAParticipants 734
- Script Care, Ltd.$43.0MTXParticipants 198
- Phoebe-Devitt Homes$40.9MPAParticipants 1,186
- LAParticipants 695
- PAParticipants 130
- Jim Burke Ford$31.7MCAParticipants 333
- G.E.C., Inc.$26.1MLAParticipants 676
- OHParticipants 169
- The Ogeechee Group, Inc.$25.2MGAParticipants 1,105
- Creform Corporation$20.7MSCParticipants 138
- OKParticipants 276
- OHParticipants 327
- Ness USA, Inc.$19.0MPAParticipants 342
Top client states
- LA9 plans
- CA4 plans
- GA4 plans
- FL3 plans
- PA3 plans
Frequently asked questions
- Who uses Newedge Advisors LLC?
- 39 retirement plans list Newedge Advisors LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Delta Air Lines, Inc., Southern California Permanente Medical Group, Intuit Inc., Brown & Brown, Inc. and Phelps Dunbar, LLP. Most client plans are sponsored in LA, CA and GA.
- How many plans does Newedge Advisors LLC serve?
- Newedge Advisors LLC serves 39 retirement plans with $34.2B in plan assets and 122,122 participants, based on the latest Form 5500 filings through 2024.
- What does Newedge Advisors LLC charge?
- Plans reported $1.4M in total Schedule C compensation paid to Newedge Advisors LLC. The median plan paid $26K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
See full Newedge Advisors LLC analytics with Pro. Pro is free for 7 days and then costs $49 a month.
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Newedge Advisors as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 1 |
| Victory Capital | 1 |
| Ameriprise (Columbia Threadneedle) | 1 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.