Employer · plans filed under one EIN
Nelson Mullins Riley & Scarborough LLP
Columbia, SC · Professional, scientific and technical services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Nelson Mullins Riley & Scarborough LLP, based in Columbia, South Carolina, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 2,895 participant records and $831M in net assets.
The largest is Nelson Mullins Retirement Plan, a 401(k) plan with 2,635 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $39.4M and participant contributions $21.6M in the latest plan years; benefits paid were $69.7M. Schedule C compensation reported to service provider organisations totalled $1.2M.
Combined net assets moved from $117M in 2009 to $831M in 2024 (up 612%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Nelson Mullins Retirement Plan | 401(k) plan | 2024 | 2,635 | $679M | $257,646 | $10,321 | $840K |
| Nelson Mullins Riley & Scarborough LLP Cash Balance Retirement Plan | cash balance pension plan | 2024 | 260 | $152M | $583,394 | $82,524 | $384K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 2,895 | $831M | $39.4M | $21.6M |
| 2023 | 2 | 2,732 | $737M | $35.4M | $20.4M |
| 2022 | 2 | 2,640 | $617M | $37.4M | $18.3M |
| 2021 | 2 | 2,369 | $693M | $31.6M | $16.4M |
| 2020 | 2 | 2,255 | $610M | $28.9M | $15.2M |
| 2019 | 2 | 2,204 | $529M | $26.7M | $14.6M |
| 2018 | 2 | 2,032 | $392M | $23.5M | $12.3M |
| 2017 | 2 | 1,610 | $393M | $14.6M | $9.4M |
| 2016 | 1 | 1,386 | $271M | $9.7M | $8.3M |
| 2015 | 1 | 1,334 | $226M | $9.5M | $7.9M |
| 2014 | 1 | 1,313 | $221M | $9.0M | $7.4M |
| 2013 | 1 | 1,225 | $200M | $8.2M | $7.0M |
| 2012 | 1 | 1,177 | $165M | $8.2M | $5.9M |
| 2011 | 1 | 1,106 | $143M | $7.6M | $5.6M |
| 2010 | 1 | 969 | $133M | $7.0M | $5.2M |
| 2009 | 1 | 1,065 | $117M | $6.3M | $5.2M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Schwab Retirement Plan Services Inc. | Recordkeeping and information management; Investment advisory (participants) | 1 | $199,861 |
| Willis Towers Watson US LLC | Actuarial; Consulting (pension) | 1 | $180,450 |
| Abacus Planning Group Inc. | Investment advisory (participants) | 1 | $131,536 |
| Bernstein Private Wealth Management | Investment advisory (plan) | 1 | $117,454 |
| CCM Investment Advisers LLC | Investment advisory (participants) | 1 | $97,930 |
| Towers Watson Investment Srvcs Inc. | Investment management | 1 | $83,233 |
| LMCG Investments LLC | Investment advisory (participants) | 1 | $71,230 |
| PNC Bank | Trustee (bank, trust company, or similar financial institution) | 1 | $61,973 |
| Balentine LLC | Investment management | 1 | $48,713 |
| Buckhead Capital Management LL | Investment advisory (participants) | 1 | $39,347 |
| V M Manning & Co. Inc. | Investment advisory (participants) | 1 | $28,747 |
| RSM US LLP | Accounting (including auditing) | 1 | $24,255 |
| Commonwealth Equity Services I | Investment advisory (participants) | 1 | $24,219 |
| Patton Albertson Miller Group | Investment advisory (participants) | 1 | $23,417 |
| HB Wealth Management LLC | Investment advisory (participants) | 1 | $22,925 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Nelson Mullins Riley & Scarborough LLP have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Nelson Mullins Retirement Plan and Nelson Mullins Riley & Scarborough LLP Cash Balance Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Nelson Mullins Riley & Scarborough LLP contribute to its plans?
$39,363,253 in employer contributions across these plans in their latest plan years, about $18,934 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Schwab Retirement Plan Services Inc., Willis Towers Watson US LLC, Abacus Planning Group Inc. and Bernstein Private Wealth Management and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.