Filings through .
Tanner LLC
Matched across 8 name variants in the filings
Tanner LLC summary
Tanner LLC appears on 21 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.3B in assets for 29,624 participants. The median client plan holds $41.3M. Most client plans are sponsored in UT, NY and CA. The largest clients by plan assets are Savage Enterprises LLC, O.C. Tanner Company and Savage Companies. Plans reported $401K in direct and indirect compensation paid to Tanner LLC. The median is $19K per plan.
- Participants
- 29,624
- Median plan assets
- $41.3M
- Median plan participants
- 795
- Median fees per plan
- $19K
- Schedule C direct + indirect
Top 21 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Savage Enterprises LLC | UT | $393M | 4,823 |
| O.C. Tanner Company | UT | $380M | 1,931 |
| Savage Companies | UT | $346M | 5,002 |
| Energysolutions, LLC | UT | $275M | 1,985 |
| Usana Health Sciences, Inc. | UT | $138M | 1,107 |
| Kirton McConkie | UT | $126M | 441 |
| Jefferies Financial Group Inc., plan 004 | NY | $109M | 2,330 |
| 1-800 Contacts, Inc. | UT | $90.7M | 1,858 |
| Breeze Aviation Group, Inc | UT | $68.0M | 2,492 |
| Jacobsen Construction Company, Inc. | UT | $66.4M | 799 |
| Les Olson Company, Inc. | UT | $41.3M | 530 |
| Jefferies Financial Group Inc., plan 006 | NY | $39.0M | 407 |
| Boart Longyear Drilling Products USA Inc | UT | $34.4M | 375 |
| Boart Longyear Company | UT | $34.4M | 387 |
| Clarus Corporation | UT | $31.3M | 449 |
| Alternative Behavior Strategies, LLC | CA | $28.4M | 3,328 |
| Stein Eriksen Lodge | UT | $23.9M | 795 |
| Infosys Nova Holdings LLC | TX | $14.7M | 286 |
| Chatbooks, Inc. | UT | $6.3M | 172 |
| Medsphere Systems Corporation | UT | $5.3M | 127 |
| American Pacific Corporation | UT | $0 | 0 |
- UTParticipants 4,823
- O.C. Tanner Company$380MUTParticipants 1,931
- Savage Companies$346MUTParticipants 5,002
- Energysolutions, LLC$275MUTParticipants 1,985
- UTParticipants 1,107
- Kirton McConkie$126MUTParticipants 441
- NYParticipants 2,330
- 1-800 Contacts, Inc.$90.7MUTParticipants 1,858
- UTParticipants 2,492
- UTParticipants 799
- Les Olson Company, Inc.$41.3MUTParticipants 530
- NYParticipants 407
- UTParticipants 375
- Boart Longyear Company$34.4MUTParticipants 387
- Clarus Corporation$31.3MUTParticipants 449
- CAParticipants 3,328
- Stein Eriksen Lodge$23.9MUTParticipants 795
- TXParticipants 286
- Chatbooks, Inc.$6.3MUTParticipants 172
- UTParticipants 127
- UTParticipants 0
Top client states
- UT17 plans
- NY2 plans
- CA1 plan
- TX1 plan
Frequently asked questions
- Who uses Tanner LLC?
- 21 retirement plans list Tanner LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Savage Enterprises LLC, O.C. Tanner Company, Savage Companies, Energysolutions, LLC and Usana Health Sciences, Inc.. Most client plans are sponsored in UT, NY and CA.
- How many plans does Tanner LLC serve?
- Tanner LLC serves 21 retirement plans with $2.3B in plan assets and 29,624 participants, based on the latest Form 5500 filings through 2024.
- What does Tanner LLC charge?
- Plans reported $401K in total Schedule C compensation paid to Tanner LLC. The median plan paid $19K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served21+8 YoYRank #900 of mapped providers
Assets under administration$2.3B0.0%Rank #2717 by share of filed assets
Fees received$400,696Median $18,850/planSum across Schedule C direct + indirect
Net wins YoY+46 won - 2 lostPlan-level switch detection
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