Filings through .
T. E. Lott and Company
Matched across 11 name variants in the filings
Analytics
Market position · 2024
Plans served11+4 YoYRank #1532 of mapped providers
Assets under administration$216M0.0%Rank #7484 by share of filed assets
Fees received$214,041Median $10,000/planSum across Schedule C direct + indirect
Net wins YoY+22 won - 0 lostPlan-level switch detection
See full T. E. Lott and Company analytics with Pro. Pro is free for 7 days and then costs $49 a month.
Pro unlocks:
- 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 T. E. Lott And Company as recordkeeper and list their funds in their filing.
Plans
1
$16.1M in funds
In collective trusts
0%
average plan
In T. E. Lott And Company funds
0%
average plan
In index funds
24%
average plan
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 1 |
| JPMorgan | 1 |
| Capital Group | 1 |
| Baird | 1 |
| MFS (Sun Life) | 1 |
Target-date series
| Series | Plans |
|---|---|
| JPMorgan SmartRetirement Blend | 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.