Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Acuff & Associates, Inc.
Most often reported for recordkeeping and administration
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. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 41 retirement plans with 100 or more participants reported paying Acuff & Associates, Inc. $5,000 or more. Those plans cover 23,946 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $642K. Per plan, the median was $29.01 per participant, with the middle half of plans between $16.08 and $46.07. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Tennessee (28), Louisiana (5) and Texas (2).
In 2009 it appeared on 18 such filings; in 2024, 42. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $16.08 | $29.01 | $46.07 |
| Compensation as a share of plan net assets | 0.03% | 0.06% | 0.11% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| D4C Dental Brands, Inc. 401(k) Plan | D4C Dental Brands, Inc. | GA | 3,307 | $45.5M | $117K |
| Summit Medical Group, PLLC 401(k) Profit Sharing Plan | Summit Medical Group, PLLC | TN | 2,193 | $348M | $32K |
| Lasalle Southwest 401(k) Plan | Lasalle Management Company, L.L.C. | LA | 1,987 | $7.4M | $8,567 |
| Solaris Foundation 401(k) Retirement Plan | Solaris Foundation, Inc. | FL | 1,919 | $23.3M | $16K |
| Highline Warren LLC 401(k) Plan | Highline Warren LLC | TN | 1,633 | $80.5M | $31K |
| The Lawrence Group Companies 401(k) Plan | G. M. Lawrence & Co. | TN | 1,387 | $96.2M | $75K |
| Community Bancshares of Mississippi, Inc. Employee Stock Ownership Plan | Community Bancshares of Mississippi, Inc. | MS | 990 | $80.5M | $16K |
| Clearbrook Holdings Corp. 401(k) Plan | Clearbrook Holdings Corp. | TN | 767 | $8.2M | $3,869 |
| Thirty Madison 401(k) Plan | Thirty Madison, Inc. | NY | 722 | $24.8M | $42K |
| Unarco Material Handling 401(k) Plan | Unarco Material Handling, LLC | TN | 590 | $24.0M | $17K |
| Stansell Electric Company, Inc. 401(k) Profit Sharing Plan | Stansell Electric Company, Inc. | TN | 515 | $19.0M | $8,340 |
| Urology Healthcare Group, Inc. 401(K)/PROFIT Sharing Plan | Cimplify | TN | 486 | $91.3M | $18K |
| Premier Medical GROUP,P.C.401(K) Profit Sharing Plan | Premier Medical Group, P.C. | TN | 461 | $60.4M | $28K |
| Paul Burrell Management, Inc. 401(k) Plan | Paul Burrell Management, Inc. | KY | 451 | $3.4M | $3,022 |
| Athens Distributing Retirement Plan | Athens Distributing Company of Nashville | TN | 422 | $36.4M | $1,165 |
| Builtwell Bancorp, Inc. Employee Stock Ownership Plan | Builtwell Bancorp, Inc. | TN | 417 | $21.7M | $9,621 |
| Frost-Arnett Company 401(k) Plan | Frost-Arnett Company | TN | 398 | $9.1M | $7,493 |
| Southeastern Retina Associates, PC Profit Sharing 401(k) Plan | Southeastern Retina Associates, PC | TN | 385 | $37.3M | $18K |
| Nashville Zoo, Inc. 401(k) Plan | Nashville Zoo, Inc. | TN | 373 | $6.6M | $16K |
| Williams Steel Group 401(k) Plan | Williams Steel Company, Inc. | TX | 339 | $18.9M | $4,140 |
| Lifelinc Corporation 401(K)PLAN | Lifelinc Corporation | TN | 335 | $18.1M | $14K |
| Bell & Associates Construction, LLC 401(k) Plan | Bell & Associates Construction, LLC | TN | 325 | $15.0M | $17K |
| Colortech, Inc. 401(k) Plan | Colortech, Inc. | TN | 314 | $15.0M | $12K |
| Reuland Electric 401(k) Plan | Reuland Electric Company | CA | 255 | $5.9M | $330 |
| Rampart/wurth Holding, Inc. Retirement Plan | Rampart/wurth Holding, Inc. | LA | 252 | $4.5M | $4,634 |
| First National Bank of Pulaski Profit Sharing Plan | First National Bank of Pulaski | TN | 242 | $39.5M | $27K |
| Ghertner & Company 401(k) Profit Sharing Plan | Ghertner & Company | TN | 238 | $7.5M | $11K |
| Drexel Chemical Company Money Purchase Pension Plan and Trust | Drexel Chemical Company | TN | 224 | $11.0M | $6,512 |
| Christian Schools, Inc. DBA Goodpasture Christian School 401(k) Plan | Christian Schools, Inc. DBA Goodpasture Christian School | TN | 190 | $16.9M | $6,219 |
| Blankenship CPA Group 401(k) Profit Sharing Plan | Blankenship CPA Group, PLLC | TN | 184 | $13.0M | $840 |
| Landpoint, LLC 401(k) Plan | Landpoint, LLC | TX | 178 | $4.1M | $4,985 |
| Wolfchase Honda-Nissan Retirement Plan | Schaeffer Automotive Group, Inc. | TN | 175 | $7.9M | $3,502 |
| Security Bancorp of Tennessee Safe Harbor 401(k) Profit Sharing Plan | Security Bancorp of Tennessee, Inc. | TN | 174 | $21.7M | $1,230 |
| Logo Brands, Inc. 401(k) Profit Sharing Plan and Trust | Logo Brands, Inc. | TN | 158 | $4.6M | $5,470 |
| Advanced Cardiovascular Specialists LLC Profit Sharing 401(k) Plan | Advanced Cardiovascular Specialists LLC | LA | 157 | $47.2M | $13K |
| Standard Enterprises, Inc. 401(k) Plan | Standard Enterprises, Inc. | LA | 152 | $10.1M | $3,150 |
| Cumberland Trust 401(k) Plan | Cumberland Trust and Investment Company | TN | 150 | $15.3M | $8,510 |
| Louisiana Association for the Blind 401(k) Plan | Louisiana Association for the Blind | LA | 143 | $2.8M | $3,192 |
| Roscoe Brown, Inc. 401(k) Plan | Roscoe Brown, Inc. | TN | 123 | $3.6M | $4,627 |
| Iostudio, LLC 401(k) Plan | Iostudio, LLC | TN | 118 | $6.3M | $16K |
Questions and answers
How many plans does Acuff & Associates, Inc. serve?
41 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Acuff & Associates, Inc.?
The median plan reported $29.01 per participant in direct and indirect compensation (41 plans reporting an amount), or 0.06% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Contract Administrator (23 plans), Recordkeeping and information management (8 plans), Other services (8 plans) and Participant loan processing (3 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.