WEAVER AND TIDWELL, LLP

Weaver and Tidwell, LLP at a glance

Weaver and Tidwell, LLP appears on 153 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $70.1B in assets for 662,692 participants. The median client plan holds $72.5M. Most client plans are sponsored in TX, NY and NJ. The largest clients by plan assets are Southwest Airlines Company, Sysco Corporation and Halliburton Company. Plans reported $4.9M in direct and indirect compensation paid to Weaver and Tidwell, LLP, a median of $24K per plan.

Participants

662,692

Median plan assets

$72.5M

Median plan participants

1,249

Median fees per plan

$24K

Schedule C direct + indirect

Frequently asked questions

Who uses Weaver and Tidwell, LLP?

153 retirement plans list Weaver and Tidwell, LLP as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Southwest Airlines Company, Sysco Corporation, Halliburton Company, Baker Hughes Holdings LLC and Kellogg Brown & Root LLC. Most client plans are sponsored in TX, NY and NJ.

How many plans does Weaver and Tidwell, LLP serve?

Weaver and Tidwell, LLP serves 153 retirement plans with $70.1B in plan assets and 662,692 participants, based on the latest Form 5500 filings through 2024.

What does Weaver and Tidwell, LLP charge?

Plans reported $4.9M in total Schedule C compensation paid to Weaver and Tidwell, LLP. The median plan paid $24K. Fees vary with plan size and the services each plan buys.