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Service provider · Schedule C, plan year 2024

Rehmann Financial Group

Most often reported for recordkeeping and administration

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.

26plans naming this provider
241,760participant records in those plans
$905Kcompensation reported, direct and indirect
$53.29median reported per participant26 plans with an amount

Rehmann Financial Group is named as a service provider on the Schedule C of 26 retirement plans with 100 or more participants for plan year 2024, covering 241,760 participant records. Most often it is reported for recordkeeping and administration.

Reported compensation from those plans, direct and indirect, totalled $905K. Per plan, the median was $53.29 per participant, with the middle half of plans between $32.00 and $120. 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 (18), Florida (4) and Ohio (3).

In 2010 it appeared on 17 such filings; in 2024, 26. 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$32.00$53.29$120
Compensation as a share of plan net assets0.04%0.17%0.30%

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: 172011: 02012: 02013: 02014: 62015: 202016: 72017: 92018: 182019: 202020: 222021: 272022: 272023: 282024: 260282620092012201620202024
Plans with 100+ participants naming this provider
2009: $02010: $256K2011: $02012: $02013: $02014: $99K2015: $330K2016: $140K2017: $164K2018: $388K2019: $488K2020: $505K2021: $776K2022: $754K2023: $716K2024: $905K$0$905K20092012201620202024
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

Investment advisory (plan)8
Accounting (including auditing)5
Recordkeeping and information management5
Other services5
Participant loan processing3
Investment advisory (participants)3

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Darden Savings PlanDarden Restaurants, Inc.FL210,222$1.59B$25K
Dana Hourly Bargained Retirement and Savings PlanDana LimitedOH8,144$275M$24K
Dana Retirement Savings PlanDana LimitedOH4,711$896M$24K
One Webasto 401(k) Retirement Savings PlanWebasto Roof Systems Inc.MI3,579$167M$20K
Technical Services Retirement PlanComputer and Engineering Services, Inc.MI3,283$29.2M$102K
Adcs Clinics, LLC, 401(k) Retirement PlanAdcs Clinics, LLC, DBA Advanced Dermatology and Cosmetic SurgeryFL3,208$65.4M$31K
Team Lyders Retirement PlanSundance, Inc.MI2,054$7.2M$39K
Fishbeck Retirement PlanFishbeck, Thompson, Carr & Huber, PCMI840$118M$45K
Conti Service, LLC MEP 401(k) PlanConti Service, LLCMI770$29.4M$150K
TLC Engineering Solutions, Inc., Savings PlanTLC Engineering Solutions, Inc.FL703$90.9M$24K
Frankenmuth Bavarian Inn, Inc. Employees' Retirement PlanFrankenmuth Bavarian Inn, Inc.MI491$11.2M$22K
Virginia Women's Center, Inc. 401(k) PlanVirginia Womens Center, Inc.VA446$48.3M$92K
Arcturus Healthcare PLC 401(k) Profit Sharing PlanArcturus Healthcare PLCMI390$61.0M$64K
Mahalak Auto Group 401(k) PlanMahalak Auto Group 401(k) PlanMI334$10.5M$25K
H. D. Hudson Legacy Defined Benefit Pension PlanH. D. Hudson Manufacturing CompanyMI322$9.5M$40K
Commercial - Curtis Profit Sharing Plan and TrustCommercial Steel Treating CorporatiMI320$16.6M$28K
Motor City Dental Partners, LLC 401(k) PlanMotor City Dental Partners, LLCMI272$3.6M$11K
National Bulk Equipment, Inc. 401(k) Profit Sharing PlanNational Bulk Equipment, Inc.MI266$14.1M$11K
Rumberger, Kirk & Caldwell, Professional Association Profit Sharing PlanRumberger, Kirk & Caldwell, Professional AssociationFL265$92.3M$16K
Eos of North America, Inc. 401(k) Profit Sharing PlanEos of North America, Inc.MI205$18.3M$10K
Edsel & Eleanor Ford House 403(b) PlanEdsel & Eleanor Ford HouseMI198$5.9M$10K
Pacific Industrial Development 401(k) Profit Sharing Plan & TruPacific Industrial DevelopmentMI193$11.6M$25K
Bryan Systems Retirement Savings PlanBestway Motor Lines, Inc.OH178$7.1M$23K
Heritage Broadcasting Company of Michigan 401(k) Profit Sharing PlanHeritage Broadcasting Company of MichiganMI149$7.1M$16K
H.D. Hudson Manufacturing Company Retirement Savings PlanH.D. Hudson Manufacturing CompanyMI114$4.9M$18K
Miller Vein 401(k) PlanAdvanced Vein Therapies, P.L.L.C. DBA Miller VeinMI103$5.9M$9,084

Questions and answers

How many plans does Rehmann Financial Group serve?

26 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 Rehmann Financial Group?

The median plan reported $53.29 per participant in direct and indirect compensation (26 plans reporting an amount), or 0.17% 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 Investment advisory (plan) (8 plans), Accounting (including auditing) (5 plans), Recordkeeping and information management (5 plans) and Other services (5 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.