Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Alan Biller & Associates
Most often reported for investment advisory and management
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.
Alan Biller & Associates is named as a service provider on the Schedule C of 53 retirement plans with 100 or more participants for plan year 2024, covering 2,317,548 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $22.1M. Per plan, the median was $21.25 per participant, with the middle half of plans between $7.28 and $62.97. 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 California (24), District of Columbia (5) and Washington (4).
In 2009 it appeared on 36 such filings; in 2024, 53. 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 | $7.28 | $21.25 | $62.97 |
| Compensation as a share of plan net assets | 0.01% | 0.04% | 0.07% |
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 |
|---|---|---|---|---|---|
| Western Conference of Teamsters Pension Plan | Western Conference of Teamsters Pension Trust Fund Board of Trustees | WA | 639,222 | $55.8B | $11.1M |
| The Teamster - UPS National 401(k) Tax Deferred Savings Plan | Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan | GA | 478,185 | $19.3B | $115K |
| Pacific Coast Benefits Trust Fund | Board of Trustees, Pacific Coast Benefits Trust Fund | WA | 176,003 | $838M | $98K |
| Teamsters-National 401(k) Savings Plan | Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust | PA | 164,679 | $1.48B | $94K |
| Western States Carpenters Pension Plan | Joint Board of Trustees Western States Carpenters Pension Plan | CA | 139,574 | $11.3B | $973K |
| Ups/ibt Full-Time Employee Pension Plan | Board of Trustees of the Ups/ibt Full-Time Pension Plan | GA | 102,332 | $12.2B | $21K |
| Bricklayers & Trowel Trades International Pension Fund | Bricklayers & Trowel Trades Intl Pension FD BD of Trustee | DC | 76,992 | $1.90B | $749K |
| Carpenters Annuity Trust Fund for Northern California | Carpenters Annuity Trust Fund for Northern California | CA | 64,162 | $3.48B | $338K |
| Southern District Ubc Defined Contribution Fund | Board of Trustees of the Southern District Ubc Defined Contribution F | TN | 51,643 | $1.24B | $50K |
| Carpenters Pension Trust Fund for Northern California | Carpenters Pension Trust Fund | CA | 50,394 | $6.58B | $1.0M |
| Supplemental Income 401(k) Plan | Board of Trustees of Supplemental Income Trust Fund | CA | 40,848 | $1.87B | $87K |
| Mid-America Carpenters Regional Council Supplemental Retirement Plan | Board of Trustees of Mid-America Carp Reg Council Supplemental Retirem | IL | 37,703 | $2.02B | $11K |
| Mid-America Carpenters Regional Council Pension Fund | Board of Trustees of Mid-America Carpenters Regional Council Pension F | IL | 37,623 | $6.30B | $456K |
| Gciu - Employer Retirement Benefit Plan | Board of Trustees Gciu-Employer Retirement Benefit Plan | WA | 37,126 | $1.76B | $556K |
| International Brotherhood of Electrical Workers District No. 9 Pension Plan | Board of Trustees, International Brotherhood of | OR | 32,974 | $2.47B | $96K |
| Ilwu-Pma Pension Plan | Trustees of Ilwu-Pma Pension Plan | CA | 25,317 | $10.7B | $1.5M |
| Carpenters Labor-Management Pension Plan | United Brotherhood of Carpenters Labor-Mgmt PF Trustee | CA | 24,299 | $1.18B | $190K |
| Ilwu-Pma Savings (401(K)) Plan | Pacific Maritime Association | CA | 19,810 | $3.44B | $62K |
| Western Conference of Teamsters Supp Benefit Plan | Board of Trustees, Western Conference of Teamsters | CA | 13,908 | $74.4M | $35K |
| American Multi-Cinema, Inc. 401(k) Savings Plan | American Multi-Cinema, Inc. | KS | 11,216 | $260M | $122K |
| Alaska Teamster-Employer Pension Trust | Alaska Teamster Employer Pension Trust | AK | 9,416 | $534M | $225K |
| United Parcel Service, Inc. Local 177, I.b.t Multi-Employer Retirement Plan | BD of Trustees, UPS Local 177, Ibt Multi Employer Retirement Plan | GA | 9,288 | $2.00B | $1.4M |
| I.A.T.S.E. Local 33 Section 401(k) Plan | Board of Trustees, I.A.T.S.E. Local 33 Section 401(k) | CA | 8,574 | $381M | $62K |
| IBEW Local No 640 & Az Chapter Neca Defined Contribution Plan | B of T IBEW Local No 640 & Az Chapter Neca Defined Contribution Plan | AZ | 6,401 | $137M | $104K |
| Southern California Lumber Industry Retirement Fund | Board of Trustees, Southern California Lumber | CA | 5,715 | $205M | $113K |
| The Newspaper Guild International Pension Plan | TNG International Pension Fund | DC | 4,996 | $159M | $60K |
| United Brotherhood of Carpenters Pension Fund United States Segment | United Brotherhood of Carpenters Pension Fund | NV | 4,562 | $1.07B | $357K |
| Ironworkers Local Union 549 and 550 Security Plan | Ironworkers Local 549/550 Security Plan Board of Trustees | WV | 4,371 | $54.5M | $25K |
| Local 191 I.B.E.W. Money Purchase Plan | Board of Trustees, Local 191 I.B.E.W. Money | WA | 4,235 | $237M | $90K |
| San Francisco Electrical Workers Retirement Savings Plan | Board of Trustees, San Francisco Electrical Workers | CA | 4,042 | $561M | $54K |
| Northern California Electrical Workers Pension Plan | Board of Trustees, Northern California Electrical | CA | 3,322 | $696M | $104K |
| Distributors Association Warehousemen's Pension Trust | Industrial Employers & Distributors Association | CA | 2,883 | $96.6M | $72K |
| Iron Workers Regional Shop Local Union No 855 Pension Trust | Iron Workers Regional Shop Local Union 855 Pension Trust | CA | 2,111 | $77.1M | $76K |
| Ups/ibt Local 2727 Defined Contribution Money Purchase Pension Plan | United Parcel Service Company | KY | 2,053 | $618M | $17K |
| Industrial Carpenters and Precast Pension Plan | Board of Trustees of Industrial Carpenters and Precast Pension Plan | CA | 2,034 | $130M | $128K |
| Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan | Iron Workers Regional Shop Local Union 855 | CA | 1,966 | $30.8M | $45K |
| Cmta-Gmpp & Allied Workers Local 164B Pension Trust | Jt. Board of Trustees - Cmta-Gmpp & Allied Workers Local 164B Pension | CA | 1,843 | $118M | $193K |
| Pension Plan of the Employers-Shopmen's Local 516 Pension Trust | Board of Trustees, Employers-Shopmen's Local 516 | OR | 1,788 | $74.2M | $86K |
| Arizona Sheet Metal Pension Trust Fund | Board of Trustees Arizona Sheet Metal Pension Trust Fund | AZ | 1,698 | $124M | $226K |
| Ironworkers Local 549-550 Pension Plan | Ironworkers Local 549-550 Pension Plan | WV | 1,675 | $215M | $70K |
Questions and answers
How many plans does Alan Biller & Associates serve?
53 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 Alan Biller & Associates?
The median plan reported $21.25 per participant in direct and indirect compensation (53 plans reporting an amount), or 0.04% 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 Investment advisory (plan) (46 plans), Investment management (5 plans), Consulting (pension) (3 plans) and Consulting (general) (2 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.