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Service provider · Schedule C, plan year 2024

Ledbetter Partners LLC

Most often reported for legal

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.

55plans naming this provider
103,494participant records in those plans
$1.2Mcompensation reported, direct and indirect
$20.48median reported per participant55 plans with an amount

Ledbetter Partners LLC is named as a service provider on the Schedule C of 55 retirement plans with 100 or more participants for plan year 2024, covering 103,494 participant records. Most often it is reported for legal.

Reported compensation from those plans, direct and indirect, totalled $1.2M. Per plan, the median was $20.48 per participant, with the middle half of plans between $8.16 and $38.06. 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 Indiana (20), Michigan (12) and Ohio (8).

In 2009 it appeared on 11 such filings; in 2024, 60. 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 plans25th percentileMedian75th percentile
Compensation per participant$8.16$20.48$38.06
Compensation as a share of plan net assets0.01%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

2009: 112010: 122011: 132012: 132013: 172014: 252015: 222016: 302017: 352018: 342019: 432020: 482021: 482022: 582023: 602024: 6011606020092012201620202024
Plans with 100+ participants naming this provider
2009: $218K2010: $214K2011: $211K2012: $335K2013: $391K2014: $569K2015: $423K2016: $706K2017: $734K2018: $785K2019: $1.1M2020: $1.3M2021: $1.2M2022: $1.4M2023: $1.4M2024: $1.4M$218K$1.4M$1.4M20092012201620202024
Compensation reported by those plans

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

Legal54
Insurance agents and brokers1

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Indiana Laborers Defined Contribution Trust FundBoard of Trustees - Indiana Laborers DC PlanIN15,678$59.7M$11K
I.U.O.E. Local #132 Annuity & Savings FundI.U.O.E. #132 Annuity & Savings FDWV9,568$105M$19K
Teamsters Union No. 142 Pension FundTrustees of Teamsters Union No. 142 Pension FundIN6,610$637M$45K
SW Oh Regional Council of Carpenters Pension PlanSW Oh Regional Council of CarpentersMI5,233$414M$11K
Sheet Metal Workers Local Union No 20 Defined Contribution Pension PlanTrustees Sheet Metal Workers Local No. 20 Defined Contribution PensionIN4,611$107M$15K
Indiana Electrical Workers Pension PlanIndiana Electrical Workers Pension Trust Fund IBEWIN4,587$520M$41K
Electrical Workers Local 369 Retirement FundElectrical Workers Local 369 Retirement FundKY4,201$549M$39K
I.B.E.W. Local Union 481 Defined Contribution PlanIBEW Local Union 481 Defined ContributionIN3,320$295M$40K
Neca-Ibew Memphis Retirement PlanBoard of Trustees of Neca-Ibew Memphis Retirement PlanMI3,268$229M$16K
Local Union 212 IBEW Pension Trust FundLocal Union No 212 IBEW PensionOH3,003$307M$32K
Michiana Area Electrical Workers Pension FundBoard of Trustees Michiana Area Electrical Workers Pension FundMI2,251$223M$12K
Sheet Metal Workers Local No. 20, Indianapolis AreSheet Metal Workers Local No. 20, Indianapolis Area, Pension FundIN2,126$212M$28K
Indiana Teamsters Defined Contribution PlanThe Board of Trustees of the Indiana Teamsters Defined Contribution PLIN2,095$4.4M$9,337
Indiana Teamsters Pension PlanBoard of Trustees of the Indiana Teamsters Pension PlanIN2,061$101M$10K
Ohio Bricklayers Pension PlanOhio Bricklayers Pension PlanMI1,992$111M$20K
Midwest Pipe Trades Retirement PlanBoard of Trustees - Midwest Pipe Trades Retirement PlanTN1,893$222M$11K
Sheet Metal Workers Local 98 Pension FundBoard of Trustees - Sheet Metal Workers Local 98 Pension FundWV1,847$169M$42K
IBEW Local No. 82 Pension PlanIBEW Local No. 82 Pension PlanPA1,789$153M$27K
Michiana Area Electrical Workers' Money Purchase PlanTrustees of Michiana Area Elec Workers' Money Purchase PlanMI1,761$123M$16K
International Brotherhood of Electrical Workers Local No 725 Supplemental Pension TrustBoard of Trustees, IBEW Local No. 725IN1,561$128M$18K
Laborers Local No. 265 Pension PlanLaborers Local No. 265 Pension PlanOH1,432$89.3M$39K
Teamsters Union Local No. 142 Annuity FundBoard of Trustees of Teamsters Union Local NO.142 Annuity FundIN1,391$55.2M$5,189
Plumbers & Pipefitters Local 162 Pension FundPlumbers & Pipefitters Local 162OH1,306$98.0M$30K
Insulators Local No. 37 Retirement PlanBoard of Trustees - Insulators Local No. 37 Retirement PlanTN1,288$88.1M$9,622
Bricklayers Local No. 1 of Ky. Pension Trust FundJoint Board of Trustees Bricklayer Union No. 1 of Ky. Pension TrustMI1,164$23.7M$27K
IBEW Local No. 82 Defined Contribution PlanIBEW Local No. 82 Defined Contribution PlanPA1,153$97.8M$5,029
Plumbers & Pipefitters Local 162 Retirement Savings PlanPlumbers and Pipefitters Local 162 Retirement Savings PlanOH968$60.9M$11K
Plumbers & Steamfitters Local 184 Supplemental Pension PlanBD of Trustees - Plumbers & Steam- Fitters Local 184 SupplementalTN963$81.8M$18K
Local Union 317 Electrical Pension PlanJT BRD of Trustees of Local Union 317 Electrical Pension PlanWV947$179M$28K
IBEW 648 Pension PlanIBEW 648 Pension PlanWV935$90.0M$37K
IBEW Local 531 & Neca Money Purchase Pension PlanTrustees of IBEW Local 531 & Neca Money Purchase Pension PlanIN908$137M$6,641
Plumbers & Steamfitters Local No. 452 Pension Trust FundBoard of Trustees-Plumbers Local 452 Pension Trust FundKY832$86.4M$14K
Sheet Metal Workers Local 224 Pension FundSheet Metal Workers Local 224 Pension Fund BD of TrusteesMI795$76.1M$33K
International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and TrustBD of Trustees - IBEW Local Union No. 873IN727$90.8M$19K
Plumbers & Steamfitters Local 248- Pension Trust PlanTrustees of Plumbers & Steamfitter Pension Trust FundKY686$83.8M$11K
Bricklayers Union Local No. 6 of Indiana Pension FBoard of Trustees Bricklayers Union Local No. 6 of Indiana Pension FunIN686$99.7M$49K
Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension FundBoard of Trustees-Local 18 Int'l Heat & Frost InsulatorsIN676$63.2M$16K
Heat & Frost Insulators and Allied Workers Local #50 Annuity PlanHeat & Frost Insulators and AlliedIN607$14.1M$30K
Sheet Metal Workers Local #20 South Bend Area Pension FundTrustees of Sheet Metal Workers Local #20 South Bend Area Pension FundIN591$35.8M$23K
Flint Area Sheet Metal Workers Local 7-4 Pension FundBoard of Trustees, Flint Area Sheet Metal Workers Local 7 Zone 4MI584$61.5M$31K

Questions and answers

How many plans does Ledbetter Partners LLC serve?

55 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 Ledbetter Partners LLC?

The median plan reported $20.48 per participant in direct and indirect compensation (55 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 Legal (54 plans) and Insurance agents and brokers (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.