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Providers › Accounting and auditing

Service provider · Schedule C, plan year 2024

Plante & Moran, PLLC

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.

169plans naming this provider
890,421participant records in those plans
$5.3Mcompensation reported, direct and indirect
$17.85median reported per participant165 plans with an amount

For plan year 2024, 169 retirement plans with 100 or more participants reported paying Plante & Moran, PLLC $5,000 or more. Those plans cover 890,421 participant records, and the service most often reported is accounting and auditing.

Reported compensation from those plans, direct and indirect, totalled $5.3M. Per plan, the median was $17.85 per participant, with the middle half of plans between $5.76 and $35.27. 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 Michigan (72), Illinois (34) and Ohio (14).

In 2023 it appeared on 13 such filings; in 2024, 171. 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$5.76$17.85$35.27
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: 02010: 02011: 02012: 02013: 02014: 02015: 02016: 02017: 02018: 02019: 02020: 02021: 02022: 02023: 132024: 171017120092012201620202024
Plans with 100+ participants naming this provider
2009: $02010: $02011: $02012: $02013: $02014: $02015: $02016: $02017: $02018: $02019: $02020: $02021: $02022: $02023: $1.1M2024: $5.6M$0$5.6M20092012201620202024
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

Accounting (including auditing)151
Consulting (general)7
Other services5
Investment advisory (plan)3

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Kelly Retirement Savings PlanKelly Services, Inc.MI147,070$343M$33K
The Lilly Retirement PlanEli Lilly and CompanyIN49,943$11.8B$30K
Spectrum Health System 403(b) PlanCorewell HealthMI42,410$3.21B$7,550
The Lilly Employee 401(k) PlanEli Lilly and CompanyIN31,411$13.0B$29K
Northwestern University Retirement PlanNorthwestern UniversityIL25,018$4.44B$43K
Exelon Corporation Retirement ProgramExelon CorporationIL23,999$6.05B$79K
Marmon Employees' Retirement PlanMarmon Holdings, Inc.IL22,250$1.69B$106K
Operating Engineers' Local 324, Defined Contribution Pension PlanJoint Board of Trustees, Operating Engineers Local 324, DCMI20,636$248M$141K
Learning Care Group Retirement Savings PlanLa Petite Academy, Inc.MI20,538$101M$27K
Northwestern University Voluntary Savings PlanNorthwestern UniversityIL19,704$1.22B$38K
National Express Safe Harbor 401(k) PlanDurham School Services, L.P.IL18,589$130M$42K
Constellation Retirement ProgramConstellation Energy Generation LLCPA17,060$4.99B$81K
Dart Container Corporation Employees' 401(k) Plus PlanDart Container of Michigan LLCMI15,485$1.03B$37K
The Ohiohealth Cash Balance Retirement PlanOhiohealth CorporationOH14,079$743M$15K
Trinity Health 401(k) Retirement Savings PlanTrinity Health CorporationMI13,933$779M$30K
Dte Energy Company Retirement PlanDte Energy Corporate Services, LLCMI13,899$3.69B$31K
Twin City Hospital Workers Pension PlanBoard of Trustees of Twin City Hospital Workers Pension PlanMN13,288$287M$51K
Grant Thornton Advisors LLC 401(k) Savings PlanGrant Thornton Advisors LLCIL12,383$1.69B$20K
Saint-Gobain Corporation 401(k) Plan for Hourly EmployeesSaint-Gobain CorporationPA12,105$737M$73K
Guidehouse Inc. Retirement PlanGuidehouse Inc.VA12,052$1.30B$49K
ZF North America, Inc. 401(k) Savings PlanZF North America, Inc.MI11,775$1.72B$59K
Holcim (US) Inc. Retirement Savings PlanAmrize North America Inc.MI11,601$1.27B$59K
Sunrun Inc. 401(k) PlanSunrun Inc.CA11,426$366M$79K
Ann & Robert H. Lurie Children's Hospital of Chicago Retirement Savings PlanChildren's Hospital of Chicago Medical CenterIL11,095$1.13B$23K
GE Healthcare Legacy Affiliates Pension PlanGE Healthcare Technologies Inc.IL10,569$659M$56K
Pepco Holdings LLC Retirement PlanExelon CorporationIL10,110$1.86B$16K
Christian School Pension Plan and Trust FundChristian Schools InternationalMI10,062$919M$56K
Saint-Gobain Corporation 401(k) Plan for Salaried EmployeesSaint-Gobain CorporationPA10,002$1.84B$73K
Pipe Trades Services MN Pension Supplement FundBoard of Trustees of the Pipe Trades Services MN Pension Supplement TRMN9,838$1.78B$61K
Pipe Trades Services MN Pension FundTrustees of the Pipe Trades Services MN Pension TrustMN9,553$1.57B$220K
Usg Corporation Retirement PlanUsg CorporationIL9,208$612M$51K
HCR Manorcare Retirement Savings 401(k) PlanPromedica Employment Services, LLCOH8,071$633M$32K
Usg Corporation Investment PlanUsg CorporationIL8,045$1.01B$29K
Medianews Group Pension PlanMedianews Group, Inc.CO6,687$444M$66K
Thyssenkrupp Materials NA, Inc. 401(K)PLANThyssenkrupp Materials NA, Inc.MI6,400$388M$18K
Marmon Consolidated Retirement PlanMarmon Engineered Components CompanyIL6,333$149M$46K
Mahle 401(k) PlanMahle Industries, IncorporatedMI6,304$654M$36K
Treehouse Foods, Inc. 401(k) PlanTreehouse Foods, Inc.IL5,933$398M$4,800
Iron Workers Defined Contribution Pension Fund PlanBoard of Trustees, Iron Workers Local No. 25MI5,583$231M$35K
Iron Workers' Local No. 25 Pension FundBoard of Trustees, Iron Workers Local No. 25MI5,300$563M$261K

Questions and answers

How many plans does Plante & Moran, PLLC serve?

169 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 Plante & Moran, PLLC?

The median plan reported $17.85 per participant in direct and indirect compensation (165 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) (151 plans), Consulting (general) (7 plans), Other services (5 plans) and Investment advisory (plan) (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.