Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
CliftonLarsonAllen LLP
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.
CliftonLarsonAllen LLP is named as a service provider on the Schedule C of 493 retirement plans with 100 or more participants for plan year 2024, covering 1,792,261 participant records. Most often it is reported for accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $10.7M. Per plan, the median was $16.01 per participant, with the middle half of plans between $5.71 and $37.79. 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 Wisconsin (76), Minnesota (59) and Washington (28).
In 2009 it appeared on 64 such filings; in 2024, 505 (up 689%). 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 | $5.71 | $16.01 | $37.79 |
| 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 |
|---|---|---|---|---|---|
| Advocate Aurora Health 401(k) Plan | Advocate Aurora Health, Inc. | WI | 103,145 | $10.5B | $24K |
| Panda Retirement Plan | Panda Restaurant Group, Inc. | CA | 59,074 | $610M | $8,563 |
| Parker Retirement Savings Plan | Parker Hannifin Corporation | OH | 42,434 | $9.01B | $34K |
| 3M Voluntary Investment Plan and Employee Stock Ownership Plan | 3M Company | MN | 40,574 | $10.6B | $152K |
| Parker Defined Benefit Pension Plan | Parker Hannifin Corporation | OH | 37,405 | $3.40B | $66K |
| Bj's Wholesale Club, Inc. 401(k) Savings Plan | Bj's Wholesale Club Inc. | MA | 37,391 | $661M | $30K |
| Knight-Swift Transportation Holdings, Inc. Retirement Plan | Knight-Swift Transportation Holdings Inc. | AZ | 36,328 | $1.02B | $24K |
| Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan | Wake Forest University Baptist Medical Center | NC | 35,237 | $3.64B | $18K |
| Twin City Hospitals - Minnesota Nurses Association Pension Plan | Pension Committee Under Twin City Hospitals - Minnesota Nurses | MN | 33,805 | $2.38B | $85K |
| The Rite Aid 401(k) Plan | Rite Aid Corporation | PA | 30,990 | $3.21B | $15K |
| University of Maryland Medical System 403(b) Retirement Savings Plan | University of Maryland Medical System Corporation | MD | 30,235 | $730M | $26K |
| Boilermakers National Annuity Trust | Board of Trustees Boilermakers National Annuity | MO | 29,668 | $1.28B | $107K |
| Intel Retirement Contribution Plan | Intel Corporation | CA | 29,222 | $7.29B | $47K |
| Cushman & Wakefield 401(k) Plan | Cushman & Wakefield | MA | 28,987 | $1.69B | $67K |
| Credit Union Retirement Plan Association 401(k) Plan | Credit Union Retirement Plan Association | WI | 26,851 | $2.11B | $13K |
| Intel Minimum Pension Plan | Intel Corporation | CA | 25,738 | $804M | $47K |
| National Grid USA Co. Incentive Thrift Plan | National Grid USA Service Company, Inc. | NY | 24,480 | $6.44B | $7,087 |
| Carpenters & Joiners Defined Contribution Plan | Board of Trustees of the Carpenters & Joiners Defined Contribution Pla | MN | 23,909 | $811M | $27K |
| Froedtert Health, Inc. 403(b) Plan | Froedtert Thedacare Health, Inc. | WI | 20,574 | $2.18B | $17K |
| The Finish Line, Inc. Profit Sharing and 401(k) Plan | The Finish Line, Inc. | IN | 19,704 | $101M | $16K |
| Advocate Aurora Health Pension Plan | Advocate Aurora Health, Inc. | IL | 19,215 | $964M | $39K |
| Michigan Laborers' Annuity Fund | Board of Trustees, Michigan Laborers' Annuity Fund | MI | 18,951 | $129M | $6,232 |
| The Equinox Holdings, Inc. 401(k) Plan | Equinox Holdings, Inc. | NY | 15,564 | $182M | $29K |
| Te Connectivity Retirement Savings and Investment Plan | Te Connectivity Corporation | PA | 15,295 | $3.08B | $28K |
| Sports, Hospitality and Entertainment 401(k) Plan | Fertitta Entertainment, Inc. | TX | 13,742 | $181M | $44K |
| Western Metal Industry Pension Plan | Board of Trustees, Western Metal Industry Pension Plan | WA | 13,512 | $1.05B | $44K |
| Elior, Inc. 401(k) Plan | Elior, Inc. | NC | 12,946 | $102M | $24K |
| Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia | The Governing Committee of the Section 403(b) Defined Contribution | VA | 12,255 | $1.28B | $39K |
| Netflix 401(k) Plan | Netflix, Inc. | CA | 12,137 | $2.35B | $43K |
| Big Y Foods, Inc. 401(k) Retirement Savings Plan | Big Y Foods, Inc. | MA | 12,052 | $574M | $18K |
| North Central States Regional Council of Carpenters Supplemental Retirement Plan | Joint Board of Trustees of North Central States Regional Council of | WI | 11,776 | $378M | $21K |
| Huntington Bancshares Retirement Plan | Huntington Bancshares Incorporated | OH | 11,497 | $702M | $39K |
| Park Nicollet Health Services 401(k) Retirement Savings Plan | Park Nicollet Health Services | MN | 11,344 | $2.23B | $14K |
| Schwan's Company Retirement Savings Plan | Schwans Shared Services, LLC | MN | 11,319 | $632M | $40K |
| Alaska Electrical Pension Plan | Joint Board of Trustees Alaska Electrical Pension Fund | AK | 11,263 | $2.04B | $117K |
| Umms Voluntary 403(b) Plan | University of Maryland Medical System Corporation | MD | 10,604 | $793M | $16K |
| Northwest Sheet Metal Workers Supp Pension Plan | BD of Trustees, Northwest Sheet Metal Workers Supp Pension Plan | OR | 10,579 | $359M | $17K |
| Tutera Group Inc. 401(k) Retirement Plan | Tutera Group Inc. | MO | 10,460 | $10.7M | $39K |
| La-Z-Boy Incorporated Retirement Savings Plan | La-Z-Boy Incorporated | MI | 10,405 | $351M | $12K |
| Wa State Plumbing and Pipefitting Industry Pension Plan | Bot, Wa State Plumbing and Pipefitting Industry Pension Plan | WA | 10,360 | $1.26B | $40K |
Questions and answers
How many plans does CliftonLarsonAllen LLP serve?
493 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 CliftonLarsonAllen LLP?
The median plan reported $16.01 per participant in direct and indirect compensation (489 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) (432 plans), Investment advisory (plan) (21 plans), Recordkeeping and information management (9 plans) and Consulting (pension) (8 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.