Filings through .
Precept Advisory Group
Matched across 6 name variants in the filings
Precept Advisory Group summary
Precept Advisory Group appears on 20 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.8B in assets for 37,712 participants. The median client plan holds $47.2M. Most client plans are sponsored in CA, TX and DE. The largest clients by plan assets are Tokyo Electron US Holdings, Inc., Space Exploration Technologies Corp. and Aveva Inc.. Plans reported $810K in direct and indirect compensation paid to Precept Advisory Group. The median is $28K per plan.
- Participants
- 37,712
- Median plan assets
- $47.2M
- Median plan participants
- 612
- Median fees per plan
- $28K
- Schedule C direct + indirect
Top 20 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Tokyo Electron US Holdings, Inc. | TX | $751M | 3,061 |
| Space Exploration Technologies Corp. | CA | $727M | 20,911 |
| Aveva Inc. | TX | $567M | 2,310 |
| Natus Medical Incorporated | CA | $144M | 999 |
| Cobham Benefits Holding, LLC. | DE | $104M | 646 |
| Aviat U.S., Inc. | TX | $85.0M | 495 |
| Mattson Technology, Inc. | CA | $69.3M | 378 |
| Golden State Group LLC | CA | $69.1M | 2,660 |
| Verus Aerospace Finance, Inc. | CA | $51.4M | 784 |
| Ryan Herco Products Corporation | CA | $50.5M | 702 |
| Capital Investments & Ventures Corp | CA | $44.0M | 234 |
| Sierra Circuits, Inc. | CA | $30.9M | 577 |
| The First Financial Federal Credit Union | CA | $30.5M | 172 |
| Figure Technology Solutions | CA | $24.3M | 748 |
| Conrad N. Hilton Foundation | CA | $22.1M | 156 |
| Cesiumastro, Inc. | TX | $16.1M | 500 |
| Imply Data, Inc. | CA | $13.7M | 187 |
| Trefethen Family Winery, LLC | CA | $11.0M | 152 |
| Northstar Emergency Services, Inc. Dba Norcal Ambulance | CA | $8.7M | 1,880 |
| Dji Technology Inc | CA | $8.6M | 160 |
- TXParticipants 3,061
- CAParticipants 20,911
- Aveva Inc.$567MTXParticipants 2,310
- CAParticipants 999
- DEParticipants 646
- Aviat U.S., Inc.$85.0MTXParticipants 495
- Mattson Technology, Inc.$69.3MCAParticipants 378
- Golden State Group LLC$69.1MCAParticipants 2,660
- CAParticipants 784
- CAParticipants 702
- CAParticipants 234
- Sierra Circuits, Inc.$30.9MCAParticipants 577
- CAParticipants 172
- CAParticipants 748
- CAParticipants 156
- Cesiumastro, Inc.$16.1MTXParticipants 500
- Imply Data, Inc.$13.7MCAParticipants 187
- CAParticipants 152
- CAParticipants 1,880
- Dji Technology Inc$8.6MCAParticipants 160
Top client states
- CA15 plans
- TX4 plans
- DE1 plan
Frequently asked questions
- Who uses Precept Advisory Group?
- 20 retirement plans list Precept Advisory Group as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Tokyo Electron US Holdings, Inc., Space Exploration Technologies Corp., Aveva Inc., Natus Medical Incorporated and Cobham Benefits Holding, LLC.. Most client plans are sponsored in CA, TX and DE.
- How many plans does Precept Advisory Group serve?
- Precept Advisory Group serves 20 retirement plans with $2.8B in plan assets and 37,712 participants, based on the latest Form 5500 filings through 2024.
- What does Precept Advisory Group charge?
- Plans reported $810K in total Schedule C compensation paid to Precept Advisory Group. The median plan paid $28K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 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 Precept Advisory Group as recordkeeper and list their funds in their filing.
Top managers in these lineups
Target-date series
| Series | Plans |
|---|---|
| T. Rowe Price 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.