Filings through .
Setaway LLC
Matched across 5 name variants in the filings
Setaway LLC summary
Setaway LLC appears on 17 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $301M in assets for 4,254 participants. The median client plan holds $9.8M. Most client plans are sponsored in MA, VT and ME. The largest clients by plan assets are Wright-Pierce, Richards, Inc. and Integra Biosciences Corp. Plans reported $147K in direct and indirect compensation paid to Setaway LLC. The median is $5K per plan.
- Participants
- 4,254
- Median plan assets
- $9.8M
- Median plan participants
- 203
- Median fees per plan
- $5K
- Schedule C direct + indirect
Top 17 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Wright-Pierce | ME | $92.8M | 458 |
| Richards, Inc. | VT | $42.4M | 207 |
| Integra Biosciences Corp | NH | $25.7M | 312 |
| Rockland, Inc. | PA | $23.7M | 604 |
| Community Health Centers of Burlington, Inc. | VT | $19.6M | 604 |
| Capital Cities Leasing, Inc. | NY | $17.3M | 289 |
| Bancroft Contracting Corporation | ME | $16.6M | 203 |
| Champlain Chocolate Company | VT | $11.8M | 131 |
| Care Ventures, Inc. | MD | $9.8M | 355 |
| FHC, Inc. | ME | $8.5M | 147 |
| Kaloutas Painting | MA | $7.8M | 169 |
| Bostonbean Coffee Co., Inc. | MA | $6.5M | 74 |
| Lamoille County Mental Health Services, Inc. | VT | $5.6M | 197 |
| Leyton USA, Inc. | MA | $5.5M | 141 |
| Bass River, Inc. | MA | $4.1M | 140 |
| Super Stud Holdings, LLC | NH | $3.0M | 223 |
| Four Seasons Orthopaedic Center, PA | NH | $0 | 0 |
- Wright-Pierce$92.8MMEParticipants 458
- Richards, Inc.$42.4MVTParticipants 207
- Integra Biosciences Corp$25.7MNHParticipants 312
- Rockland, Inc.$23.7MPAParticipants 604
- VTParticipants 604
- NYParticipants 289
- MEParticipants 203
- VTParticipants 131
- Care Ventures, Inc.$9.8MMDParticipants 355
- FHC, Inc.$8.5MMEParticipants 147
- Kaloutas Painting$7.8MMAParticipants 169
- MAParticipants 74
- VTParticipants 197
- Leyton USA, Inc.$5.5MMAParticipants 141
- Bass River, Inc.$4.1MMAParticipants 140
- NHParticipants 223
- NHParticipants 0
Top client states
- MA4 plans
- VT4 plans
- ME3 plans
- NH3 plans
- MD1 plan
Frequently asked questions
- Who uses Setaway LLC?
- 17 retirement plans list Setaway LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Wright-Pierce, Richards, Inc., Integra Biosciences Corp, Rockland, Inc. and Community Health Centers of Burlington, Inc.. Most client plans are sponsored in MA, VT and ME.
- How many plans does Setaway LLC serve?
- Setaway LLC serves 17 retirement plans with $301M in plan assets and 4,254 participants, based on the latest Form 5500 filings through 2024.
- What does Setaway LLC charge?
- Plans reported $147K in total Schedule C compensation paid to Setaway LLC. The median plan paid $5K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served17+6 YoYRank #946 of mapped providers
Assets under administration$301M0.0%Rank #6550 by share of filed assets
Fees received$147,036Median $5,324/planSum across Schedule C direct + indirect
Net wins YoY+56 won - 1 lostPlan-level switch detection
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