Filings through .
Windham Brannon
Matched across 11 name variants in the filings
Windham Brannon summary
Windham Brannon appears on 39 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $10.9B in assets for 139,956 participants. The median client plan holds $140M. Most client plans are sponsored in GA, FL and DC. The largest clients by plan assets are Republic National Distributing Company, Rollins, Inc & Subsidiaries and Six Continents Hotels, Inc.. Plans reported $697K in direct and indirect compensation paid to Windham Brannon. The median is $17K per plan.
- Participants
- 139,956
- Median plan assets
- $140M
- Median plan participants
- 1,836
- Median fees per plan
- $17K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Republic National Distributing Company | GA | $1.6B | 13,412 |
| Rollins, Inc & Subsidiaries | GA | $1.3B | 21,904 |
| Six Continents Hotels, Inc. | GA | $1.3B | 16,442 |
| Premier Healthcare Solutions, Inc. | NC | $857M | 3,895 |
| Crawford & Company, plan 002 | GA | $655M | 6,002 |
| Siteone Landscape Supply Inc | GA | $603M | 8,972 |
| Printpack, Inc. | GA | $495M | 3,222 |
| Fisher & Phillips LLP | GA | $475M | 1,836 |
| Masonite Corporation | FL | $331M | 6,053 |
| RPC, Inc. | GA | $325M | 5,166 |
| Klockner Metals Corporation, plan 001 | GA | $322M | 2,955 |
| Crawford & Company & Subsidiaries, plan 001 | GA | $297M | 2,127 |
| Serta Simmons Bedding, LLC | GA | $295M | 3,566 |
| Cumulus Radio Corporation | GA | $291M | 4,034 |
| National Account Service Company LLC | GA | $217M | 680 |
| Altium Packaging LP, plan 001 | GA | $186M | 4,268 |
| Kloeckner Metals Corporation, plan 002 | GA | $185M | 1,867 |
| Molnlycke Health Care US LLC | GA | $168M | 1,048 |
| Hunt Valley Holdings LLC | MD | $143M | 13,596 |
| Ashton Woods USA, LLC. | GA | $140M | 1,883 |
| McLarens, LLC | GA | $114M | 913 |
| Fox Factory, Inc. | GA | $108M | 3,151 |
| National Distributing Company, Inc. | GA | $98.3M | 975 |
| Mariner Health Care | GA | $87.4M | 6,263 |
| Altium Packaging LP, plan 017 | GA | $58.4M | 1,128 |
- GAParticipants 13,412
- GAParticipants 21,904
- GAParticipants 16,442
- NCParticipants 3,895
- GAParticipants 6,002
- GAParticipants 8,972
- Printpack, Inc.$495MGAParticipants 3,222
- GAParticipants 1,836
- Masonite Corporation$331MFLParticipants 6,053
- RPC, Inc.$325MGAParticipants 5,166
- GAParticipants 2,955
- GAParticipants 2,127
- GAParticipants 3,566
- GAParticipants 4,034
- GAParticipants 680
- GAParticipants 4,268
- GAParticipants 1,867
- GAParticipants 1,048
- MDParticipants 13,596
- GAParticipants 1,883
- McLarens, LLC$114MGAParticipants 913
- Fox Factory, Inc.$108MGAParticipants 3,151
- GAParticipants 975
- Mariner Health Care$87.4MGAParticipants 6,263
- GAParticipants 1,128
Top client states
- GA31 plans
- FL3 plans
- DC1 plan
- MD1 plan
- NC1 plan
Frequently asked questions
- Who uses Windham Brannon?
- 39 retirement plans list Windham Brannon as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Republic National Distributing Company, Rollins, Inc & Subsidiaries, Six Continents Hotels, Inc., Premier Healthcare Solutions, Inc. and Crawford & Company. Most client plans are sponsored in GA, FL and DC.
- How many plans does Windham Brannon serve?
- Windham Brannon serves 39 retirement plans with $10.9B in plan assets and 139,956 participants, based on the latest Form 5500 filings through 2024.
- What does Windham Brannon charge?
- Plans reported $697K in total Schedule C compensation paid to Windham Brannon. The median plan paid $17K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served39+6 YoYRank #483 of mapped providers
Assets under administration$10.9B0.0%Rank #1217 by share of filed assets
Fees received$697,021Median $17,000/planSum across Schedule C direct + indirect
Net wins YoY+19 won - 8 lostPlan-level switch detection
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