Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
LBMC, PC
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, 63 retirement plans with 100 or more participants reported paying LBMC, PC $5,000 or more. Those plans cover 365,317 participant records, and the service most often reported is accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $1.2M. Per plan, the median was $13.03 per participant, with the middle half of plans between $4.14 and $41.26. 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 (27), Georgia (5) and Washington (4).
In 2009 it appeared on 24 such filings; in 2024, 64. 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 | $4.14 | $13.03 | $41.26 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.08% |
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 |
|---|---|---|---|---|---|
| Lifepoint Health, Inc. Retirement Plan | Lifepoint Health, Inc. | TN | 68,144 | $2.58B | $15K |
| Knight-Swift Transportation Holdings, Inc. Retirement Plan | Knight-Swift Transportation Holdings Inc. | AZ | 36,328 | $1.02B | $21K |
| Life Care Centers of America, Inc. 401(k) Savings Plan | Life Care Centers of America, Inc. | TN | 31,367 | $298M | $25K |
| Acadia Healthcare Company, Inc. 401(k) Plan | Acadia Healthcare Company, Inc. | TN | 25,832 | $297M | $22K |
| Amedisys Holding, LLC 401(k) Plan | Amedisys Holding, L.L.C. | LA | 24,237 | $955M | $33K |
| Nissan Employee 401(k) Plan | Nissan North America, Inc. | TN | 21,429 | $4.38B | $27K |
| Geodis USA Retirement Plan | Geodis Logistics, LLC | TN | 19,379 | $341M | $19K |
| Wellpath 401(k) Plan | Wellpath Holdings, Inc. | TN | 15,297 | $286M | $17K |
| Lincare Employees' 401(k) Plan | Lincare Inc. | FL | 13,831 | $470M | $13K |
| Surgery Partners 401(k) Plan | SP Management Services, Inc. | TN | 13,249 | $414M | $126K |
| Foundever Operating Corporation 401(k) Plan | Foundever Operating Corporation | TN | 10,574 | $106M | $21K |
| Nissan Employee Retirement Plan | Nissan North America, Inc. | TN | 10,503 | $1.64B | $20K |
| The Independent School Group Retirement Plan (Misbo) | Mid-South Independent School Business Officers, Inc. | GA | 5,204 | $395M | $41K |
| Nissan Employee Retirement Plan B | Nissan North America, Inc. | TN | 4,913 | $291M | $20K |
| TBC Corporation Safe Harbor 401(k) Plan | TBC Corporation | FL | 4,241 | $232M | $18K |
| Mphasis Corporation 401(k) Plan | Mphasis Corporation | FL | 4,140 | $85.0M | $17K |
| Ruby Tuesday Salary Deferral Plan | Ruby Tuesday Operations LLC | TN | 3,826 | $23.6M | $16K |
| The Safe Harbor 401(k) Plan | Sumitomo Corporation of Americas | NY | 3,585 | $406M | $5,500 |
| The Andersons, Inc. Retirement Savings Investment Plan | The Andersons, Inc. | OH | 3,576 | $368M | $27K |
| CHS Employee Group, LLC 401(k) Retirement Plan | CHS Employee Group, LLC | TN | 3,174 | $100M | $24K |
| Sunstate Equipment Co., LLC Retirement Savings Plan and Trust | Sunstate Equipment Co., LLC | AZ | 2,941 | $164M | $17K |
| National Seating & Mobility, Inc. 401(k) Plan | National Seating & Mobility, Inc. | TN | 2,859 | $90.8M | $18K |
| Specialtycare 401(k) Plan | Specialtycare, Inc. | TN | 2,703 | $241M | $16K |
| Specialized Dental Partners 401(k) Plan | Specialized Dental Partners, LLC | TN | 2,570 | $59.6M | $17K |
| Inception Fertility 401(k) Plan | Inception Fertility Corporate Services, LLC | TX | 2,206 | $90.8M | $3,000 |
| Oak Ridge Associated Universities 403(b) Retirement Plan | Oak Ridge Associated Universities | TN | 2,112 | $359M | $5,500 |
| Agc Automotive Americas Co. 401(k) Retirement Plan. | Agc Flat Glass North America, Inc., DBA Agc Automotive Americas Co. | GA | 2,012 | $173M | $12K |
| US Orthopaedic Partners 401(k) Plan | Usop, LLC | GA | 1,943 | $103M | $17K |
| Education & Training Resources, LLC 401(k) Plan | Education & Training Resources | KY | 1,869 | $11.4M | $10K |
| Clearwater Paper Represented 401(k) Plan | Clearwater Paper Corporation | WA | 1,844 | $226M | $29K |
| Clearwater Paper 401(k) Plan | Clearwater Paper Corporation | WA | 1,681 | $226M | $29K |
| Yapp USA Automotive Systems, Inc. Retirement Savings Plan | Yapp USA Automotive Systems, Inc. | TN | 1,566 | $13.7M | $13K |
| Clearwater Paper Hourly Retirement Plan | Clearwater Paper Corporation | WA | 1,504 | $103M | $20K |
| Radio Systems Corporation Retirement Savings Plan | Radio Systems Corporation | TN | 1,301 | $78.5M | $16K |
| Clearwater Paper Salaried Retirement Plan | Clearwater Paper Corporation | WA | 1,079 | $111M | $20K |
| Natus Medical Incorporated 401(k) Profit Sharing Plan | Natus Medical Incorporated | CA | 1,017 | $124M | $15K |
| Linder Industrial Machinery 401(k) Retirement Plan | Sumitomo Corporation of Americas | NY | 976 | $55.2M | $16K |
| Covenant Surgical Partners Inc. 401(k) Plan | Covenant Surgical Partners Inc. | TN | 908 | $9.4M | $18K |
| Rottinghaus Company 401(k) Savings Plan | Rottinghaus Company, Inc. | WI | 873 | $23.7M | $14K |
| MWD Management, LLC 401(k) Profit Sharing Plan and Trust | MWD Management, LLC | TN | 841 | $47.3M | $14K |
Questions and answers
How many plans does LBMC, PC serve?
63 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 LBMC, PC?
The median plan reported $13.03 per participant in direct and indirect compensation (63 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) (53 plans), Other services (3 plans), Contract Administrator (2 plans) and Consulting (general) (1 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.