Lord AbbettRetirement plans that name this organisation on Schedule C
2024Schedule C of plan year 2024
- Service that plans report most
- Investment advisory and management
- Plans that name it
- 26
- Participant records in those plans
- 31,860
- States
- 18
26 retirement plans with 100 or more participants name this organisation on Schedule C for plan year 2024.
The service that the plans report most often is investment advisory and management.
The plans reported $159K of compensation to the organisation, direct and indirect.
By plans that name it, it was number 307 of 325 providers whose plans report investment advisory and management most often.
The number of plans that name it rose by 4.3% from plan year 2023 to 2024.
Added together, the plans that name the 688 providers with plans in both years rose by 2.4%.
Plans with 100 to 249 participants were 46.2% of the plans that name it. They were 28.6% of the plans that name any provider with a page.
While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.
The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.
EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .
In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Schedule C lists a provider only when a plan paid it $5,000 or more. Source of the figures: the Form 5500 datasets, filings received through .
Client plans
| Plan | Sponsor | State | Participants | Net assets | Compensation reported |
|---|---|---|---|---|---|
| Allesco Industries, Inc. 401(k) Profit Sharing Plan and Trust | Allesco Industries, Inc. | RI | 133 | $6.1M | $0 |
| Cee Kay Supply, Inc. Profit Sharing Plan | Cee Kay Supply, Inc. | MO | 185 | $19.8M | $0 |
| Checkout, LLC 401(k) Profit Sharing Plan | Checkout, LLC | NY | 264 | $8.4M | $0 |
| Concrete Pump Partners 401(k) Plan | Concrete Pump Partners | TN | 264 | $6.2M | $0 |
| Crayon 401(k) Plan | Crayon Inc. | MA | 186 | $6.7M | $0 |
| Dezer Development, LLC 401(k) Plan | Dezer Development, LLC | FL | 142 | $1.8M | $0 |
| Fluence Savings Plan | Fluence Energy, LLC | VA | 952 | $80.9M | $0 |
| Holtz Companies 401(k) Plan | Holtz Builders, Inc. | WI | 212 | $3.6M | $0 |
| Holtz Companies 401(k) Plan | Holtz Builders, Inc. | WI | 195 | $2.4M | $0 |
| Infinity Technology Services, LLC 401(k) Plan | Infinity Technology Services, LLC | CO | 158 | $4.5M | $0 |
| Killington/pico Ski Resort Partners, LLC 401(k) Plan | Killington/pico Ski Resort Partners, LLC | VT | 1,438 | $13.6M | $0 |
| Leafly Holdings Retirement Plan | Leafly Holdings, Inc. | WA | 296 | $8.9M | $0 |
| Lionel, LLC Retirement and Savings Plan | Lionel, LLC | NC | 163 | $7.0M | $0 |
| Lyndra, Inc. 401(k) Plan | Lyndra Therapeutics, Inc. | MA | 136 | $8.1M | $0 |
| MetLife Legal Plans 401(k) Retirement Savings Plan | MetLife Legal Plans, Inc. | OH | 323 | $16.6M | $0 |
| New Directions Northwest, Inc. 403(b) Profit Sharing Plan | New Directions Northwest, Inc. | OR | 196 | $5.3M | $0 |
| Night Shift Brewing 401(k) P/s Plan | Night Shift Brewing | MA | 181 | $4.1M | $0 |
| Omitron Inc. 401(k) Profit Sharing Plan | Omitron Inc. | MD | 380 | $67.1M | $0 |
| Panini America, Inc. 401(k) Plan | Panini America, Inc. | TX | 301 | $20.6M | $0 |
| Pavers & Road Builders DC Annuity Fund | Pavers & Road Builders DC Annuity Fund | NY | 5,092 | $332M | $86K |
| Retirement Plan of Carilion Clinic | Carilion Clinic | VA | 17,990 | $1.44B | $73K |
| Robert Dietrick Co., Inc. 401(k) Profit Sharing Plan | Robert Dietrick Co., Inc. | IN | 156 | $6.5M | $0 |
| Sheet Metal Workers Local 112 Pension Plan | Board of Trustees Sheet Metal Workers Local 112 Pension Plan | NY | 521 | $45.4M | $0 |
| Specialized Elevator 401(k) Plan | Specialized Elevator Corporation | MA | 255 | $9.8M | $0 |
| Spokane Methodist Homes, Inc. Employee Retirement Savings Plan | Spokane United Methodist Homes, Inc. | WA | 900 | $15.1M | $0 |
| Survival Flight Air Ambulance, LLC 401(k) Profit Sharing Plan | Survival Flight Air Ambulance, LLC | AZ | 841 | $14.5M | $0 |
Compensation that the plans report
| Line | First quartile | Median | Third quartile |
|---|---|---|---|
| Compensation for each participant | $7.27 | $10.47 | $13.67 |
| Compensation as a share of the net assets of the plan | 0.01% | 0.02% | 0.02% |
The amounts are what each plan reported for this organisation. They are not the total cost of a plan.
| Plan year | Plans | Compensation reported |
|---|---|---|
| 2025 (not complete) | 18 | $117K |
| 2024 | 24 | $159K |
| 2023 | 23 | $161K |
| 2022 | 25 | $140K |
| 2021 | 65 | $40K |
| 2020 | 67 | $0 |
| 2019 | 66 | $0 |
| 2018 | 57 | $170 |
| 2017 | 46 | $0 |
| 2016 | 0 | $0 |
| 2015 | 0 | $0 |
| 2014 | 0 | $0 |
| 2013 | 0 | $0 |
| 2012 | 123 | $1.9M |
| 2011 | 122 | $2.0M |
| 2010 | 137 | $1.9M |
| 2009 | 0 | $0 |
Client plans by size, state and service
By plan size
- 100 to 249 participants
- 12 plans
- 250 to 499 participants
- 7 plans
- 500 to 999 participants
- 4 plans
- 1,000 to 4,999 participants
- 1 plans
- 5,000 to 24,999 participants
- 2 plans
By service code
- Investment management
- 24 plans
- Recordkeeping and information management
- 2 plans
- Trustee (directed)
- 2 plans
- Investment advisory (plan)
- 2 plans
- Participant loan processing
- 2 plans
- Trustee (bank, trust company, or similar financial institution)
- 1 plans
By state of the plan sponsor
- Arizona
- 1 plans
- Colorado
- 1 plans
- Florida
- 1 plans
- Indiana
- 1 plans
- Maryland
- 1 plans
- Massachusetts
- 4 plans
- Missouri
- 1 plans
- New York
- 3 plans
- North Carolina
- 1 plans
- Ohio
- 1 plans
- Oregon
- 1 plans
- Rhode Island
- 1 plans
- Tennessee
- 1 plans
- Texas
- 1 plans
- Vermont
- 1 plans
- Virginia
- 2 plans
- Washington
- 2 plans
- Wisconsin
- 2 plans
Cite this page
My Plan Facts. "Lord Abbett." https://myplanfacts.com/provider/lord-abbett/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.
Where this page gets its figures
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, Schedule C Part I line 2. The datasets are in the public domain. The site groups the rows by the EIN that each plan gives for the provider. A row without an EIN goes to the EIN that plans give most for the same name. A provider that fewer than 25 plans name has no page. How the figures are made. Report an error.
Search engines do not list this page. The site asks for 50 plans or more that name a provider.
Questions
How much did a plan report for this organisation?
The median was $10.47 for each participant, across 2 plans that reported an amount for plan year 2024. The middle half of the plans reported $7.27 to $13.67. The amount depends on the services that a plan buys.
Which services do the plans report?
24 plans report the service code 28: Investment management. 2 plans report the service code 15: Recordkeeping and information management. 2 plans report the service code 25: Trustee (directed).
Why is a plan not on the list?
Schedule C lists a provider only when the plan paid it $5,000 or more. Only plans with 100 or more participants file Schedule C. The site groups the rows by the EIN of the provider.