How many plans does Warren Averett, LLC serve?

Warren Averett, LLC serves 91 retirement plans with $43.8B in plan assets and 501,040 participants, based on the latest Form 5500 filings through 2024.

What does Warren Averett, LLC charge?

Plans reported $2.1M in total Schedule C compensation paid to Warren Averett, LLC. The median plan paid $18K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Warren Averett, LLC

Matched across 38 name variants in the filings

Warren Averett, LLC summary

Warren Averett, LLC appears on 91 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $43.8B in assets for 501,040 participants. The median client plan holds $140M. Most client plans are sponsored in AL, GA and FL. The largest clients by plan assets are Southern Company Services, Inc., NRG Affiliate Services, Inc and Global Payments Inc.. Plans reported $2.1M in direct and indirect compensation paid to Warren Averett, LLC. The median is $18K per plan.

Participants: 501,040
Median plan assets: $140M
Median plan participants: 1,774
Median fees per plan: $18K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Southern Company Services, Inc.	GA	$10.3B	36,818
NRG Affiliate Services, Inc	NJ	$2.6B	18,012
Global Payments Inc.	GA	$2.6B	17,044
Encompass Health Corporation	AL	$2.0B	38,109
Shaw Industries Group, Inc.	GA	$1.9B	19,372
Sonepar Management US, Inc	SC	$1.6B	14,502
Arch Capital Group (U.S.) Inc.	NJ	$1.5B	5,159
Graphic Packaging International, LLC, plan 007	GA	$1.5B	12,203
Regions Financial Corporation, plan 001	AL	$1.1B	10,244
Mercedes-Benz USA, LLC	GA	$1.1B	4,952
Blue Cross Blue Shield of Alabama, plan 002	AL	$999M	5,440
Mohawk Carpet, LLC	GA	$983M	9,251
Intergraph Corporation	AL	$980M	4,291
Adecco, Inc.	FL	$918M	79,783
Gray Media, Inc.	GA	$764M	19,489
Blue Cross and Blue Shield of Alabama, plan 001	AL	$735M	2,270
Regions Financial Corporation, plan 013	AL	$731M	1,810
Irb Holding Corporation	GA	$688M	41,945
American Cast Iron Pipe Company	AL	$654M	3,720
Graphic Packaging International, LLC, plan 008	GA	$633M	6,276
American Cancer Society, Inc., plan 002	GA	$494M	6,273
Maynard Nexsen, PC	AL	$462M	1,086
American Cancer Society, Inc., plan 012	GA	$447M	5,217
Taylor Morrison, Inc.	AZ	$438M	4,196
Adtran, Inc	AL	$428M	1,314

Southern Company Services, Inc.$10.3B
GAParticipants 36,818
NRG Affiliate Services, Inc$2.6B
NJParticipants 18,012
Global Payments Inc.$2.6B
GAParticipants 17,044
Encompass Health Corporation$2.0B
ALParticipants 38,109
Shaw Industries Group, Inc.$1.9B
GAParticipants 19,372
Sonepar Management US, Inc$1.6B
SCParticipants 14,502
Arch Capital Group (U.S.) Inc.$1.5B
NJParticipants 5,159
Graphic Packaging International, LLC, plan 007$1.5B
GAParticipants 12,203
Regions Financial Corporation, plan 001$1.1B
ALParticipants 10,244
Mercedes-Benz USA, LLC$1.1B
GAParticipants 4,952
Blue Cross Blue Shield of Alabama, plan 002$999M
ALParticipants 5,440
Mohawk Carpet, LLC$983M
GAParticipants 9,251
Intergraph Corporation$980M
ALParticipants 4,291
Adecco, Inc.$918M
FLParticipants 79,783
Gray Media, Inc.$764M
GAParticipants 19,489
Blue Cross and Blue Shield of Alabama, plan 001$735M
ALParticipants 2,270
Regions Financial Corporation, plan 013$731M
ALParticipants 1,810
Irb Holding Corporation$688M
GAParticipants 41,945
American Cast Iron Pipe Company$654M
ALParticipants 3,720
Graphic Packaging International, LLC, plan 008$633M
GAParticipants 6,276
American Cancer Society, Inc., plan 002$494M
GAParticipants 6,273
Maynard Nexsen, PC$462M
ALParticipants 1,086
American Cancer Society, Inc., plan 012$447M
GAParticipants 5,217
Taylor Morrison, Inc.$438M
AZParticipants 4,196
Adtran, Inc$428M
ALParticipants 1,314

Top client states

AL29 plans
GA29 plans
FL15 plans
NJ7 plans
MA2 plans

Frequently asked questions

Who uses Warren Averett, LLC?: 91 retirement plans list Warren Averett, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Southern Company Services, Inc., NRG Affiliate Services, Inc, Global Payments Inc., Encompass Health Corporation and Shaw Industries Group, Inc.. Most client plans are sponsored in AL, GA and FL.
How many plans does Warren Averett, LLC serve?: Warren Averett, LLC serves 91 retirement plans with $43.8B in plan assets and 501,040 participants, based on the latest Form 5500 filings through 2024.
What does Warren Averett, LLC charge?: Plans reported $2.1M in total Schedule C compensation paid to Warren Averett, LLC. The median plan paid $18K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served91+27 YoYRank #236 of mapped providers

Assets under administration$43.8B0.0%Rank #389 by share of filed assets

Fees received$2MMedian $17,500/planSum across Schedule C direct + indirect

Net wins YoY+1831 won - 13 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

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Customer-base shape

Participant bands, asset bands, top states and top industries.

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Top plans by assets

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Fund lineups on plans this firm keeps

Search these plans

Large plans that name Warren Averett as recordkeeper and list their funds in their filing.

Plans

$16.9M in funds

In collective trusts

average plan

In Warren Averett funds

average plan

In index funds

59%

average plan

Top managers in these lineups

Manager	Plans
Vanguard	2
Dimensional	1
BNY	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.