Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
Lutz & Company, 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.
Lutz & Company, PC is named as a service provider on the Schedule C of 31 retirement plans with 100 or more participants for plan year 2024, covering 165,760 participant records. Most often it is reported for accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $815K. Per plan, the median was $14.94 per participant, with the middle half of plans between $5.90 and $64.86. 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 Nebraska (22), Iowa (5) and Illinois (3).
In 2009 it appeared on 5 such filings; in 2024, 31. 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 | $5.90 | $14.94 | $64.86 |
| Compensation as a share of plan net assets | 0.00% | 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 |
|---|---|---|---|---|---|
| Berkshire Hathaway Consolidated Pension Plan | Berkshire Hathaway Credit Corporation | NE | 33,094 | $4.96B | $63K |
| Peter Kiewit Sons, Inc. Retirement Savings Plan | Peter Kiewit Sons, Inc. | NE | 30,916 | $2.80B | $54K |
| Conagra Brands Retirement Income Savings Plan | Conagra Brands, Inc. | IL | 28,863 | $1.74B | $40K |
| Nebraska Medicine Retirement Plan - Base and Matching Contributions | Nebraska Medicine | NE | 12,307 | $919M | $25K |
| Nebraska Medicine Retirement Plan - Employee Contributions | Nebraska Medicine | NE | 12,081 | $751M | $25K |
| Methodist Health System 401(k) Plan | Nebraska Methodist Health System, Inc. | NE | 9,591 | $706M | $31K |
| Conagra Brands Retirement Income Savings Plan for Union Employees | Conagra Brands, Inc. | IL | 9,590 | $224M | $26K |
| Retirement Plan of Creighton University | Creighton University | NE | 4,746 | $684M | $30K |
| Banquet Employees - Unions Pension Trust Fund | Conagra Brands, Inc. | NE | 4,486 | $195M | $25K |
| Farm Bureau 401(k) Savings Plan | Iowa Farm Bureau Federation and Affiliated Companies | IA | 2,934 | $498M | $28K |
| Baxter Auto Group 401(k) Plan | Baxter Shared Services, LLC | NE | 2,153 | $61.4M | $25K |
| FBL Financial Group Retirement Plan | FBL Financial Group, Inc. | IA | 1,610 | $254M | $24K |
| Union Bank & Trust Company Profit Sharing Plan | Union Bank & Trust Company | NE | 1,602 | $269M | $19K |
| Gavilon 401(k) Plan for Salaried and Hourly Employees | Viterra USA Holdings, LLC | NE | 1,581 | $188M | $22K |
| Tax-Favored Savings Program | Blue Cross and Blue Shield of Nebraska | NE | 1,556 | $208M | $17K |
| Jennie Edmundson Memorial Hospital Employee Retirement Plan | Jennie Edmundson Memorial Hospital | IA | 1,071 | $47.0M | $16K |
| Ajinomoto Health & Nutrition North America, Inc. 401(k) Plan | Ajinomoto Health & Nutrition North America Inc., | IL | 1,013 | $132M | $21K |
| Tenaska Retirement Plan | Tenaska, Inc. | NE | 1,000 | $390M | $15K |
| Seldin, LLC 401(k) Plan | Seldin, LLC | NE | 873 | $19.0M | $16K |
| Plumbers Local Union No. 16 Pension Plan | Board of Trustees Plumbers Local Union No. 16 Pension Plan | NE | 863 | $95.9M | $71K |
| Jet Linx Aviation, LLC 401(k) Plan | Jet Linx Aviation LLC | NE | 718 | $38.1M | $15K |
| Plumbers Local Union No. 16 Defined Contribution Plan | Board of Trustees Plumbers Local Union No. 16 Defined Contribution Pla | NE | 659 | $39.3M | $27K |
| Go Physical Therapy 401(k) Plan | Go Physical Therapy, LLC | NE | 553 | $45.2M | $48K |
| Drake-Williams Steel Profit Sharing Plan | Drake-Williams Steel, Inc. | NE | 340 | $19.5M | $26K |
| Kandji 401(k) Plan | Kandji, Inc. | FL | 333 | $20.1M | $5,034 |
| Koley Jessen P.C. 401(k) Plan | Koley Jessen P.C., L.L.O. | NE | 263 | $62.0M | $20K |
| Pension Plan and Employees' Trust of Father Flanagan's Boys' Home | Father Flanagan's Boys' Home | NE | 263 | $56.5M | $18K |
| Borsheim Jewelry Company 401(k) Savings Plan | Borsheim Jewelry Company, Inc. | NE | 225 | $20.9M | $14K |
| Farm Bureau Retirement Plan | Iowa Farm Bureau Federation | IA | 180 | $49.6M | $17K |
| Perfection Learning Corporation 401(k) PS Plan & Trust | Perfection Learning Corporation | IA | 161 | $20.3M | $25K |
| Columbus Hydraulics Company, LLC 401(k) Plan | Columbus Hydraulics Company, LLC | NE | 135 | $10.7M | $12K |
Questions and answers
How many plans does Lutz & Company, PC serve?
31 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 Lutz & Company, PC?
The median plan reported $14.94 per participant in direct and indirect compensation (31 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) (29 plans), Investment advisory (plan) (1 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.