Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
SB & Company, LLC
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.
SB & Company, LLC is named as a service provider on the Schedule C of 27 retirement plans with 100 or more participants for plan year 2024, covering 282,293 participant records. Most often it is reported for accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $506K. Per plan, the median was $4.51 per participant, with the middle half of plans between $2.41 and $11.85. 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 Maryland (16), Florida (2) and District of Columbia (2).
In 2009 it appeared on 7 such filings; in 2024, 27. 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 | $2.41 | $4.51 | $11.85 |
| Compensation as a share of plan net assets | 0.00% | 0.01% | 0.07% |
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 |
|---|---|---|---|---|---|
| Comcast Corporation Retirement - Investment Plan | Comcast Corporation | PA | 124,285 | $19.7B | $55K |
| Johns Hopkins Health System Corporation 403(b) Plan | Johns Hopkins Health System Corporation | MD | 35,764 | $1.68B | $25K |
| Universal Orlando 401(k) Retirement Plan | Universal City Development Partners, Ltd. Universal Orlando | FL | 24,228 | $834M | $15K |
| Johns Hopkins Health System Corporation Retirement Plan | Johns Hopkins Health System Corporation | MD | 16,291 | $2.26B | $33K |
| Nbcuniversal Capital Accumulation Plan (Cap) | Nbcuniversal, LLC | NY | 11,502 | $398M | $18K |
| Molson Coors Employees' Retirement and Savings Plan | Molson Coors Beverage Company USA LLC | WI | 9,895 | $2.14B | $24K |
| American University Defined Contribution Retirement Plan | American University | DC | 8,748 | $1.35B | $21K |
| All Childrens Health System, Inc. 403(b) Savings Plan | All Childrens Health System, Inc. | FL | 6,667 | $514M | $12K |
| McCormick 401(k) Retirement Plan | McCormick & Company, Inc. | MD | 6,038 | $968M | $20K |
| District 1199SEIU - the Johns Hopkins Hospital 403(b) Plan | Johns Hopkins Hospital | MD | 5,516 | $24.7M | $19K |
| Willscot 401(k) Plan | Williams Scotsman, Inc. | AZ | 5,493 | $285M | $24K |
| District 1199SEIU - the Johns Hopkins Hospital Pension Plan | Johns Hopkins Hospital | MD | 3,694 | $171M | $20K |
| Suburban Hospital, Inc. 403(b) Savings Plan | Suburban Hospital, Inc. | MD | 3,110 | $162M | $14K |
| Sibley Memorial Hospital 401(k) Plan | Sibley Memorial Hospital | DC | 2,948 | $228M | $11K |
| Howard County General Hospital, Inc. 401(k) Plan | Howard County General Hospital, Inc. | MD | 2,892 | $189M | $11K |
| Suburban Hospital, Inc. Retirement Income Plan | Suburban Hospital Incorporated | MD | 2,795 | $65.2M | $16K |
| Molson Coors Consolidated Retirement and Thrift Savings Plan | Molson Coors Beverage Company USA LLC | WI | 2,757 | $452M | $24K |
| Johns Hopkins Home Care Group 403(b) Plan | Johns Hopkins Home Care Group | MD | 2,552 | $112M | $14K |
| Johns Hopkins Medical Management Corporation 401(k) Plan | Johns Hopkins Medical Management Corporation | MD | 1,919 | $6.0M | $9,180 |
| The Johns Hopkins Bayview Medical Center, Inc. Represented Employees 403(b) Plan | The Johns Hopkins Bayview Medical Center, Inc. | MD | 1,026 | $5.6M | $7,650 |
| The French's Food Company LLC Retirement Plan for Union Employees | McCormick & Company, Inc. | MD | 862 | $38.2M | $23K |
| A & S Services Group, LLC 401(k) Plan | A & S Services Group, LLC | PA | 829 | $12.5M | $24K |
| Johns Hopkins Bayview Medical Center,inc. Represen Employees Pension Plan | Johns Hopkins Bayview Medical Center,inc Represented Employees Pension | MD | 809 | $31.2M | $15K |
| Gilman School Defined Contribution Retirement Plan | Gilman School | MD | 648 | $108M | $9,650 |
| Johns Hopkins Medical Associates 401(k) Plan | Johns Hopkins Health System Corporation | MD | 556 | $11.2M | $9,180 |
| Nachri Defined Contribution Plan | National Association of Children's Hospitals and Related Institutions | KS | 272 | $22.6M | $19K |
| The Frenchs Union 401(k) Retirement Plan | McCormick & Company Inc. | MD | 197 | $1.1M | $14K |
Questions and answers
How many plans does SB & Company, LLC serve?
27 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 SB & Company, LLC?
The median plan reported $4.51 per participant in direct and indirect compensation (27 plans reporting an amount), or 0.01% 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) (27 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.