Filings through .
Smith & Howard, PC
Matched across 15 name variants in the filings
Smith & Howard, PC summary
Smith & Howard, PC appears on 72 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $8.2B in assets for 129,180 participants. The median client plan holds $37.4M. Most client plans are sponsored in GA, IL and FL. The largest clients by plan assets are BWXT Investment Company, Equifax, Inc and United Musculoskeletal Partners, LLC. Plans reported $1.3M in direct and indirect compensation paid to Smith & Howard, PC. The median is $14K per plan.
- Participants
- 129,180
- Median plan assets
- $37.4M
- Median plan participants
- 580
- Median fees per plan
- $14K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| BWXT Investment Company | VA | $1.8B | 8,695 |
| Equifax, Inc, plan 003 | GA | $1.7B | 9,202 |
| United Musculoskeletal Partners, LLC | GA | $419M | 2,887 |
| Innova Solutions, Inc. | GA | $372M | 38,904 |
| Equifax, Inc., plan 001 | GA | $342M | 5,625 |
| Associated General Contractors of Georgia, Inc. | GA | $278M | 7,005 |
| Scientific Games, LLC | GA | $264M | 2,176 |
| Kahn Ventures, Inc. | GA | $168M | 2,285 |
| Akebono Brake Corporation | MI | $155M | 1,530 |
| Haynsworth Sinkler Boyd, P.A. | SC | $149M | 272 |
| St. John's College | MD | $148M | 821 |
| Jencap Group | NY | $134M | 1,305 |
| Woodward Academy, Inc. | GA | $134M | 1,050 |
| Legacy Healthcare Financial Services, LLC | IL | $128M | 8,666 |
| United Digestive Mso Parent, LLC | GA | $113M | 1,904 |
| Iit Research Institute | IL | $112M | 731 |
| Barco, Inc. | GA | $105M | 591 |
| Swift, Currie, McGhee & Hiers | GA | $98.4M | 441 |
| Technimark LLC | NC | $97.6M | 2,134 |
| Francis W. Parker School | IL | $86.0M | 516 |
| Helm Group, Inc. | IL | $76.6M | 438 |
| Arrow Exterminators, Inc. | GA | $70.0M | 3,599 |
| Russell McCall's Inc. Dba Gourmet Foods International | GA | $67.2M | 1,431 |
| Porter-Gaud School | SC | $61.0M | 626 |
| Robert W. Woodruff Arts Center, Inc . | GA | $58.9M | 922 |
- VAParticipants 8,695
- GAParticipants 9,202
- GAParticipants 2,887
- GAParticipants 38,904
- GAParticipants 5,625
- GAParticipants 7,005
- GAParticipants 2,176
- Kahn Ventures, Inc.$168MGAParticipants 2,285
- MIParticipants 1,530
- SCParticipants 272
- St. John's College$148MMDParticipants 821
- Jencap Group$134MNYParticipants 1,305
- GAParticipants 1,050
- ILParticipants 8,666
- GAParticipants 1,904
- ILParticipants 731
- Barco, Inc.$105MGAParticipants 591
- GAParticipants 441
- Technimark LLC$97.6MNCParticipants 2,134
- Francis W. Parker School$86.0MILParticipants 516
- Helm Group, Inc.$76.6MILParticipants 438
- GAParticipants 3,599
- GAParticipants 1,431
- Porter-Gaud School$61.0MSCParticipants 626
- GAParticipants 922
Top client states
- GA27 plans
- IL12 plans
- FL5 plans
- CA3 plans
- IA3 plans
Frequently asked questions
- Who uses Smith & Howard, PC?
- 72 retirement plans list Smith & Howard, PC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include BWXT Investment Company, Equifax, Inc, United Musculoskeletal Partners, LLC, Innova Solutions, Inc. and Equifax, Inc.. Most client plans are sponsored in GA, IL and FL.
- How many plans does Smith & Howard, PC serve?
- Smith & Howard, PC serves 72 retirement plans with $8.2B in plan assets and 129,180 participants, based on the latest Form 5500 filings through 2024.
- What does Smith & Howard, PC charge?
- Plans reported $1.3M in total Schedule C compensation paid to Smith & Howard, PC. The median plan paid $14K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served72+48 YoYRank #344 of mapped providers
Assets under administration$8.2B0.0%Rank #1605 by share of filed assets
Fees received$1MMedian $14,250/planSum across Schedule C direct + indirect
Net wins YoY+3033 won - 3 lostPlan-level switch detection
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