Providers › Consulting
Service provider · Schedule C, plan year 2024
Callan LLC
Most often reported for consulting
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.
Callan LLC is named as a service provider on the Schedule C of 49 retirement plans with 100 or more participants for plan year 2024, covering 926,265 participant records. Most often it is reported for consulting.
Reported compensation from those plans, direct and indirect, totalled $6.2M. Per plan, the median was $10.68 per participant, with the middle half of plans between $4.09 and $23.17. 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 (7), Virginia (6) and Texas (5).
In 2009 it appeared on 66 such filings; in 2024, 51 (down 23%). 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 | $4.09 | $10.68 | $23.17 |
| Compensation as a share of plan net assets | 0.00% | 0.01% | 0.02% |
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 |
|---|---|---|---|---|---|
| Northrop Grumman Savings Plan | Northrop Grumman Corporation | VA | 153,905 | $39.5B | $59K |
| Nordstrom 401(k) Plan | Nordstrom, Inc. | WA | 109,402 | $4.29B | $448K |
| Northrop Grumman Pension Plan | Northrop Grumman Corporation | VA | 104,566 | $18.8B | $215K |
| NG Space&mission Systems Corp. Salaried Pension Pla | Northrop Grumman Corporation | VA | 60,528 | $8.39B | $94K |
| The Goldman Sachs 401(k) Plan | The Goldman Sachs Group, Inc. | NY | 49,526 | $12.8B | $119K |
| HP Inc. Pension Plan | HP Inc. | TX | 48,302 | $4.59B | $32K |
| Parker Retirement Savings Plan | Parker Hannifin Corporation | OH | 42,434 | $9.01B | $650K |
| U.S. Roche 401(k) Savings Plan | Genentech, Inc. | CA | 36,458 | $14.3B | $274K |
| Texas Health 401(k) Retirement Plan | Texas Health Resources | TX | 33,770 | $3.30B | $63K |
| Qualcomm Incorporated Employee Savings and Retirement Plan | Qualcomm Incorporated | CA | 23,062 | $9.66B | $199K |
| NTT Data Americas 401(k) Plan | NTT Data Americas, Inc. | TX | 22,449 | $2.70B | $180K |
| Voya Retirement Plan | Voya Services Company | GA | 22,076 | $1.77B | $485K |
| Northrop Grumman Retirement Plan B | Northrop Grumman Corporation | VA | 20,435 | $2.05B | $23K |
| LNC Employees' 401(k) Savings Plan | Lincoln National Corporation | PA | 17,050 | $3.52B | $139K |
| Keycorp Consolidated Cash Balance Plan | Keycorp | OH | 16,110 | $798M | $128K |
| Consolidated Roche Retirement Plan | Hoffmann-La Roche Inc. | NJ | 12,966 | $2.94B | $131K |
| Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 | Lincoln National Corporation | PA | 12,960 | $761M | $153K |
| Centerpoint Energy Retirement Plan | Centerpoint Energy, Inc. | TX | 12,081 | $1.09B | $129K |
| Centerpoint Energy Savings Plan | Centerpoint Energy, Inc. | TX | 11,962 | $2.88B | $150K |
| Regions Financial Corporation Retirement Plan | Regions Financial Corporation | AL | 11,265 | $1.15B | $207K |
| Thrivent Individual Pension Account Plan | Thrivent Financial for Lutherans | MN | 10,729 | $1.31B | $59K |
| Business Performance Savings Plan of Hallmark Cards, Incorporated | Hallmark Cards, Inc. | MO | 8,190 | $2.01B | $44K |
| Seagate 401(k) Plan | Seagate U.S. LLC | CA | 6,861 | $2.30B | $82K |
| Franklin Templeton 401(k) Retirement Plan | Franklin Resources, Inc. | CA | 6,693 | $2.80B | $221K |
| Cash Balance Retirement Plan of Hallmark Cards, Inc. | Hallmark Cards, Inc. | MO | 6,585 | $427M | $20K |
| Tenth Amended & Restated Owens-Illinois Hourly Retirement Plan | O-I Glass, Inc. | OH | 6,042 | $544M | $68K |
| Fujitsu Group Defined Contribution and 401(k) Plan | Fujitsu North America, Inc. | CA | 5,846 | $1.53B | $223K |
| Retirement Plan for Employees of Puget Sound Energy, Inc. | Puget Sound Energy, Inc. | WA | 5,133 | $777M | $119K |
| Carefirst, Inc. Retirement Plan | Carefirst, Inc. | MD | 4,512 | $545M | $51K |
| Windstream Pension Plan | Windstream Services, LLC | AR | 4,448 | $433M | $49K |
| Tenth Amended & Restated Owens-Illinois Salary Retirement Plan | O-I Glass, Inc. | OH | 4,271 | $251M | $32K |
| Agilent Technologies, Inc. Retirement Plan | Agilent Technologies, Inc. | CA | 4,182 | $519M | $96K |
| Midland Retirement Plan | Midfirst Bank | OK | 4,039 | $486M | $192K |
| Hallmark Affiliates Employee Savings Plan | Hallmark Cards, Inc. | MO | 3,365 | $443M | $8,982 |
| PNM Resources Inc. Employees' Retirement Plan | TXNM Energy, Inc. | NM | 2,868 | $380M | $16K |
| NG Es Union Represented Employees Pension Plan | Northrop Grumman Corporation | VA | 2,855 | $632M | $7,095 |
| Regions Financial Corporation Retirement Plan for Associates | Regions Financial Corporation | AL | 2,720 | $708M | $124K |
| NG Es - Space Division Consolidated Pension Plan | Northrop Grumman Corporation | VA | 2,692 | $623M | $7,023 |
| William Blair 401(k) and Profit Sharing Plan | William Blair & Company, LLC | IL | 2,669 | $1.19B | $252K |
| American Chemical Society Retirement Plan | American Chemical Society | DC | 2,294 | $506M | $35K |
Questions and answers
How many plans does Callan LLC serve?
49 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 Callan LLC?
The median plan reported $10.68 per participant in direct and indirect compensation (49 plans reporting an amount), or 0.01% 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 Consulting (general) (22 plans), Investment management (10 plans), Investment advisory (plan) (8 plans) and Consulting (pension) (7 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.