Filings through .
TD Ameritrade, Inc.
Matched across 82 name variants in the filings
TD Ameritrade, Inc. summary
TD Ameritrade, Inc. appears on 15 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $3.6B in assets for 16,475 participants. The median client plan holds $57.9M. Most client plans are sponsored in IL, CA and GA. The largest clients by plan assets are Paul Hastings LLP, Lumexa Imaging, Inc. and Thompson Coburn LLP. Plans reported $741K in direct and indirect compensation paid to TD Ameritrade, Inc.. The median is $21K per plan.
- Participants
- 16,475
- Median plan assets
- $57.9M
- Median plan participants
- 399
- Median fees per plan
- $21K
- Schedule C direct + indirect
Top 15 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Paul Hastings LLP | CA | $1.1B | 3,941 |
| Lumexa Imaging, Inc. | NC | $663M | 5,892 |
| Thompson Coburn LLP | MO | $529M | 1,146 |
| First Trust Portfolios L.P. | IL | $416M | 1,349 |
| Toledo Clinic, Inc. | OH | $288M | 1,733 |
| Chapman and Cutler LLP, plan 003 | IL | $231M | 465 |
| Chapman and Cutler LLP, plan 002 | IL | $157M | 537 |
| Bass Medical Group, Inc. | TN | $57.9M | 178 |
| Twin Cities Spine Center | MN | $45.4M | 177 |
| Whitfield & Eddy P.L.C. | IA | $32.5M | 110 |
| Weissman PC | GA | $23.8M | 187 |
| Quaker Maid Meats, Inc. | PA | $21.6M | 193 |
| Caelum Research Corporation | MD | $12.4M | 399 |
| Angell-Demmel North America Dba Alutrim North America, Inc. | KY | $3.5M | 168 |
| Robert Fox, Inc. | NY | $0 | 0 |
- Paul Hastings LLP$1.1BCAParticipants 3,941
- Lumexa Imaging, Inc.$663MNCParticipants 5,892
- Thompson Coburn LLP$529MMOParticipants 1,146
- ILParticipants 1,349
- Toledo Clinic, Inc.$288MOHParticipants 1,733
- ILParticipants 465
- ILParticipants 537
- Bass Medical Group, Inc.$57.9MTNParticipants 178
- Twin Cities Spine Center$45.4MMNParticipants 177
- Whitfield & Eddy P.L.C.$32.5MIAParticipants 110
- Weissman PC$23.8MGAParticipants 187
- Quaker Maid Meats, Inc.$21.6MPAParticipants 193
- MDParticipants 399
- KYParticipants 168
- NYParticipants 0
Top client states
- IL3 plans
- CA1 plan
- GA1 plan
- IA1 plan
- KY1 plan
Frequently asked questions
- Who uses TD Ameritrade, Inc.?
- 15 retirement plans list TD Ameritrade, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Paul Hastings LLP, Lumexa Imaging, Inc., Thompson Coburn LLP, First Trust Portfolios L.P. and Toledo Clinic, Inc.. Most client plans are sponsored in IL, CA and GA.
- How many plans does TD Ameritrade, Inc. serve?
- TD Ameritrade, Inc. serves 15 retirement plans with $3.6B in plan assets and 16,475 participants, based on the latest Form 5500 filings through 2024.
- What does TD Ameritrade, Inc. charge?
- Plans reported $741K in total Schedule C compensation paid to TD Ameritrade, Inc.. The median plan paid $21K. 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 TD Ameritrade as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 2 |
| American Century | 2 |
| Aristotle | 1 |
| Franklin Templeton | 1 |
| Prudential (PGIM) | 1 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target 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.