Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
Coulter & Justus
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.
Coulter & Justus is named as a service provider on the Schedule C of 33 retirement plans with 100 or more participants for plan year 2024, covering 24,819 participant records. Most often it is reported for accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $347K. Per plan, the median was $29.22 per participant, with the middle half of plans between $12.50 and $44.52. 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 (5), Florida (4) and Georgia (3).
In 2013 it appeared on 16 such filings; in 2024, 33. 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 | $12.50 | $29.22 | $44.52 |
| Compensation as a share of plan net assets | 0.03% | 0.06% | 0.13% |
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 |
|---|---|---|---|---|---|
| OneDigital Open Pooled Employer Plan | Plan Fiduciary Services, Inc. | FL | 5,757 | $93.6M | $13K |
| Covenant Transportation Group 401(k) & Profit Sharing Plan | Covenant Transport, Inc. | TN | 4,229 | $79.3M | $23K |
| Madison Services Group, LLC 401(k) Plan | Madison Services Group, LLC | GA | 3,738 | $19.1M | $6,500 |
| Wolverine Fuels Holding, LLC 401(k) Plan | Wolverine Fuels, LLC | UT | 1,200 | $89.1M | $15K |
| Orthotennessee 401(k) Plan | Orthotennessee, P.C. | TN | 951 | $153M | $5,897 |
| Westside Children's Therapy 401(k) Plan | Westside Children's Therapy | IL | 766 | $5.4M | $6,500 |
| Northwestern College 403(b) DC Plan | Northwestern College | IA | 607 | $48.6M | $6,750 |
| Azzur Group, LLC 401(k) Plan | Azzur Group, LLC | PA | 560 | $22.1M | $6,500 |
| University of Health Sciences and Pharmacy in St. Louis Defined Contribution Plan | University of Health Sciences and Pharmacy in St. Louis | MO | 524 | $69.4M | $6,750 |
| Clarke University Retirement Plan | Clarke University | IA | 494 | $40.4M | $6,750 |
| Midland University 403(b) Retirement Savings Plan | Midland University | NE | 448 | $21.9M | $7,500 |
| Heritage Family Funeral Services 401(k) Plan | Heritage Operating LLC | TN | 402 | $7.7M | $12K |
| Briar Cliff University 403(b) DC Plan | Briar Cliff University | IA | 402 | $28.6M | $5,800 |
| Emerald Transformer 401(k) Plan | VPG Transformers Group LLC | TX | 394 | $7.3M | $4,500 |
| Perma-Fix Environmental Services, Inc. 401(k) Plan | Perma-Fix Environmental Services in | GA | 390 | $30.3M | $16K |
| Internal Drive 401(k) Plan | Internal Drive, Inc. DBA Id Tech | NV | 377 | $15.1M | $12K |
| Wichita Collegiate School 403(b) DC Plan | Wichita Collegiate School | KS | 354 | $21.5M | $6,750 |
| Union Commonwealth University Retirement Plan | Union Commonwealth University | KY | 296 | $18.5M | $6,750 |
| Antenna Research, Inc. 401(k) Plan | Antenna Research Associates, Inc. | MD | 294 | $15.6M | $12K |
| Corban University Defined Contribution Retirement Plan | Corban University | OR | 286 | $15.1M | $11K |
| Agpm, LLC 401(k) Plan | Agpm, LLC | FL | 278 | $5.3M | $14K |
| Kansas City Care Clinic Retirement Plan | Kansas City Care Clinic | MO | 249 | $6.4M | $28K |
| Rural Health Resources of Jackson County Inc. DBA Holton Community Hospital Tax Deferred Annuity Plan | Rural Health Resources of Jackson County Inc. DBA Holton Community Hos | KS | 231 | $10.8M | $6,750 |
| William S. Trimble Company, Inc. Profit Sharing Plan & Trust | William S. Trimble Company, Inc. | TN | 217 | $7.9M | $13K |
| Elixir Extrusions 401(k) Plan | Elixir Extrusions, LLC | GA | 194 | $4.4M | $6,500 |
| The Comfort Group, Inc. 401(k) Plan | The Comfort Group, Inc. | TN | 185 | $9.5M | $13K |
| Love Auto Group 401(k) Plan | Love Auto Group | SC | 176 | $8.8M | $6,500 |
| Slang Worldwide, Inc. 401(k) Plan | Slang Worldwide, Inc. | CO | 156 | $3.7M | $29K |
| Nec Networks, LLC 401(k) Plan | Nec Networks, LLC | TX | 146 | $7.6M | $6,500 |
| Western Seminary 403(b) Plan | Western Seminary | OR | 142 | $5.1M | $6,750 |
| Contemporary Management Concepts, LLLP 401(k) Plan | Contemporary Management Concepts, LLLP | FL | 132 | $3.7M | $12K |
| Place Holder 401(k) Plan | Place Holder, LLC | CO | 128 | $5.3M | $3,000 |
| Thomas Howell Ferguson, P.A. 401(k) Plan | Thomas Howell Ferguson, P.A. | FL | 116 | $25.0M | $14K |
Questions and answers
How many plans does Coulter & Justus serve?
33 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 Coulter & Justus?
The median plan reported $29.22 per participant in direct and indirect compensation (33 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 Accounting (including auditing) (26 plans) and Actuarial (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.