Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
Caron & Bletzer, PLLC
Most often reported for accounting and auditing
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, 196 retirement plans with 100 or more participants reported paying Caron & Bletzer, PLLC $5,000 or more. Those plans cover 505,071 participant records, and the service most often reported is accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $3.0M. Per plan, the median was $15.05 per participant, with the middle half of plans between $7.09 and $38.51. 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 Massachusetts (77), New York (27) and Connecticut (13).
In 2009 it appeared on 30 such filings; in 2024, 196. 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 | $7.09 | $15.05 | $38.51 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.05% |
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 |
|---|---|---|---|---|---|
| Fresenius Medical Care North America 401(k) Savings Plan | National Medical Care, Inc. | MA | 71,611 | $4.37B | $12K |
| Engage PEO Retirement Savings Plan | The S2 HR Group, LLC | FL | 40,710 | $1.04B | $18K |
| Pyramid Advisors 401(k) Plan | Pyramid Advisors Limited Partnership | MA | 23,382 | $247M | $16K |
| NTT Data Americas 401(k) Plan | NTT Data Americas, Inc. | TX | 22,449 | $2.70B | $35K |
| Cgi Technologies and Solutions, Inc. 401(k) Savings Plan | Cgi Technologies and Solutions, Inc. | VA | 18,843 | $2.44B | $53K |
| Constellation Software (U.S.A.) Inc. Retirement Savings Plan | Csi USA Inc. | IL | 18,022 | $1.61B | $36K |
| Bertelsmann 401(k) Savings Plan | Bertelsmann, Inc. | NY | 14,913 | $1.96B | $21K |
| Franchise Group, Inc. 401(k) Plan | Franchise Group, Inc. | OH | 14,759 | $149M | $19K |
| Dana-Farber Cancer Institute Tax Deferred Annuity Plan | Dana-Farber Cancer Institute, Inc. | MA | 13,499 | $870M | $19K |
| Student Transportation of America, Inc. 401(k) Savings Plan | Student Transportation of America, Inc. | NJ | 13,265 | $48.1M | $17K |
| Dana-Farber Cancer Institute Retirement Plan | Dana-Farber Cancer Institute, Inc. | MA | 10,251 | $930M | $25K |
| BHS Partnership 403(b) Pension Plan | BHS Management Services Inc. | MA | 5,982 | $694M | $18K |
| Keolis America, Inc. 401(k) Savings Plan | Keolis | MA | 5,841 | $281M | $33K |
| Mashantucket Pequot Tribe 401(k) Retirement Plan | Mashantucket Pequot Tribe | CT | 5,773 | $425M | $10K |
| Datadog 401(k) Plan | Datadog, Inc. | NY | 5,624 | $301M | $10K |
| Winn Management Group 401(k) Savings Plan | Winn Management Group LLC | MA | 5,299 | $158M | $15K |
| Houghton Mifflin 401(k) Savings Plan | Houghton Mifflin Harcourt Publishing Company | MA | 4,879 | $644M | $20K |
| The Cambridge Health Alliance Partnership Plan | Cha General Services, Inc. | MA | 4,792 | $358M | $16K |
| Astrion 401(k) Plan | Astrion | AL | 4,375 | $359M | $7,448 |
| Compass 401(k) Plan | Compass, Inc. | NY | 4,343 | $172M | $7,215 |
| Trelleborg Corporation Savings Plan | Trelleborg Corporation | MI | 4,181 | $322M | $20K |
| Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees | Brandeis University | MA | 4,137 | $855M | $17K |
| Rotech Healthcare Inc. 401(k) Savings Plan | Rotech Healthcare Inc. | FL | 3,919 | $74.7M | $16K |
| Sig Sauer, Inc. 401(k) Plan | Sig Sauer, Inc. | NH | 3,899 | $199M | $14K |
| Trimark Retirement Savings Plan | TMK Global Holdings, LLC | MA | 3,867 | $245M | $16K |
| Mitsubishi Heavy Industries Americas Inc. Shared Services Plan | Mitsubishi Heavy Industries Americas Inc. | TX | 3,541 | $460M | $29K |
| American Hospitality Associations 401(k) Plan | New Hampshire Lodging & Restaurant Association (Nhrla) | NH | 3,437 | $32.5M | $69K |
| Transcanada USA Services Inc. Retirement Plan | Transcanada USA Services Inc. | TX | 3,421 | $588M | $28K |
| TSMC Arizona Corporation 401(k) Plan | TSMC Arizona Corporation | AZ | 3,249 | $62.0M | $9,620 |
| Puma North America, Inc. 401(k) Plan | Puma North America, Inc. | MA | 3,224 | $130M | $15K |
| Cgi Technologies and Solutions Sca 401(k) Savings Plan | Cgi Technologies and Solutions, Inc. | VA | 3,049 | $59.1M | $11K |
| Bertelsmann Pension Account Plan | Bertelsmann, Inc. | NY | 2,980 | $115M | $14K |
| Crouse Hospital 401(k) Retirement Plan for | Crouse Hospital | NY | 2,967 | $96.0M | $15K |
| Ipsos America , Inc. 401(k) Plan | Ipsos America, Inc. | CT | 2,926 | $399M | $19K |
| Milford Regional Medical Center Partnership Plan | Milford Regional Medical Center | MA | 2,898 | $256M | $22K |
| Sturdy Memorial 403(b) Plan | Sturdy Memorial Hospital, Inc. | MA | 2,869 | $218M | $12K |
| Eos Retirement Plan | Eos Investors LLC | NY | 2,849 | $26.7M | $15K |
| My 401(k) Plan | Sumitomo Pharma America, Inc. | MA | 2,832 | $634M | $22K |
| Enviri Corporation Savings Plan | Enviri Corporation | PA | 2,812 | $82.5M | $57K |
| Suffolk University Employee Retirement Plan | Suffolk University | MA | 2,798 | $531M | $17K |
Questions and answers
How many plans does Caron & Bletzer, PLLC serve?
196 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 Caron & Bletzer, PLLC?
The median plan reported $15.05 per participant in direct and indirect compensation (195 plans reporting an amount), or 0.02% 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 Accounting (including auditing) (173 plans), Legal (5 plans), Investment advisory (plan) (2 plans) and Other services (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.