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Service provider · Schedule C, plan year 2024

Shumaker, Loop & Kendrick, LLP

Most often reported for legal

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.

31plans naming this provider
157,132participant records in those plans
$1.3Mcompensation reported, direct and indirect
$16.25median reported per participant31 plans with an amount

For plan year 2024, 31 retirement plans with 100 or more participants reported paying Shumaker, Loop & Kendrick, LLP $5,000 or more. Those plans cover 157,132 participant records, and the service most often reported is legal.

Reported compensation from those plans, direct and indirect, totalled $1.3M. Per plan, the median was $16.25 per participant, with the middle half of plans between $10.17 and $27.55. 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 Minnesota (16), Ohio (8) and Michigan (3).

In 2009 it appeared on 5 such filings; in 2024, 33. 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$10.17$16.25$27.55
Compensation as a share of plan net assets0.01%0.01%0.06%

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: 52010: 62011: 52012: 112013: 112014: 92015: 92016: 82017: 112018: 112019: 112020: 102021: 112022: 142023: 282024: 3353320092012201620202024
Plans with 100+ participants naming this provider
2009: $168K2010: $423K2011: $66K2012: $649K2013: $593K2014: $413K2015: $321K2016: $459K2017: $572K2018: $455K2019: $329K2020: $306K2021: $323K2022: $477K2023: $1.1M2024: $1.3M$168K$1.3M20092012201620202024
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

Legal31
Accounting (including auditing)1

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Central Midwest Regional Council of Carpenters Defined Contribution Pension PlanTrustees of Central Midwest Regional Council of Carpenters DC PensionMI55,172$1.59B$19K
Minnesota Laborers Pension FundBoard of Trustees of Minnesota Laborers Pension FundMN21,655$3.19B$141K
HCR Manorcare Retirement Savings 401(k) PlanPromedica Employment Services, LLCOH8,071$633M$9,170
UFCW Local Union 1189 and St. Paul Food Employers Defined Contribution PlanTrustees of UFCW Local Union 1189 and St. Paul Food Employers Def ContMN7,478$226M$20K
Electrical Workers Local No. 292 Defined Contribution and 401(k) PlanTrustees Electrical Workers Local NO.292 Defined Contribution and 401(k)MN6,319$1.19B$92K
Sheet Metal Workers' Local 10 Pension FundTrustees of Sheet Metal Workers' Local 10 Pension FundMN5,408$406M$44K
Electrical Workers Local No. 292 Pension PlanTrustees Electrical Workers Local NO.292 Pension PlanMN5,243$447M$59K
SW Oh Regional Council of Carpenters Pension PlanSW Oh Regional Council of CarpentersMI5,233$414M$125K
Sheet Metal Local 10 Supplemental Retirement FundTrustees of Sheet Metal Local 10 Supplemental Retirement FundMN4,801$573M$39K
Dakotas Areawide Ibew-Neca Savings and Retirement PlanBoard of Trustees of Dakotas Areawide Ibew-Neca Savings and RetirementND4,438$583M$45K
Painters and Allied Trades DC82 Defined Contribution Pension PlanTrustees of Painters and Allied Trades DC82 Defined Contribution PensiMN3,694$272M$37K
Twin City Ironworkers Pension PlanBoard of Trustees of the Twin City Ironworkers Pension FundMN3,447$454M$52K
St. Paul Electrical Construction Pension PlanBoard of Trustees St. Paul Electrical Construction Pension PlanMN3,435$388M$57K
Local No. 8 IBEW Retirement Plan & TrustBoard of Trustees Local No. 8 IBEW Retirement Plan & TrustOH3,162$650M$37K
Twin City Ironworkers Defined Contribution FundBoard of Trustees of the Twin City Ironworkers DC Pension FundMN2,939$380M$16K
International Brotherhood of Electrical Workers Local Unions Savings & Security PlanBoard of Directors of the IBEW Locals' Saving & Retirement Group TrustNY2,667$742M$28K
District Council 82 Painting Industry Pension PlanTrustees of District Council 82 Painting Industry Pension PlanMN2,214$319M$69K
Northern Ohio Laborers' Profit Sharing Annuity PlanBoard of Trustees of the Northern Ohio Laborers PsapOH2,197$39.6M$42K
St. Paul Electrical Construction Workers 401(k) PlanTrustees of St. Paul Electrical Construction Workers 401(k) PlanMN1,635$227M$42K
Twin City Floor Covering Industry Pension FundBoard of Trustees of the Twin City Floor Covering Industry Pension FunMN1,232$167M$39K
Twin Cities & Vicinity Conference Board Pension TrustTwin Cities & Vicinity Conference BoardMN1,221$28.9M$20K
Bar & Restaurant and On-Sale Pension PlanJoint Board of Trustees of Local 17MN920$9.8M$12K
Toledo Area Sheet Metal Workers Pension Plan and TrustToledo Area Sheet Metal Workers Pension Plan Joint Board of TrusteeMI875$49.3M$25K
Heat and Frost Insulators Local 34 Pension FundBoard of Trustees of Heat and Frost Insulators Local 34 Pension FundMN661$231M$13K
Plumbers and Steamfitters Local No. 42 Pension PlanBoard of Trustees of Plumbers and Steamfitters Local No. 42 PensionOH625$71.8M$17K
Toledo Painters and Allied Trades Pension PlanBoard of Trustees Toledo Painters and Allied Trades Pension PlanOH560$33.0M$14K
Toledo Roofers Local No 134 Pension PlanBoard of Trustees Toledo Roofers Local No 134 PensionOH510$34.1M$53K
Asbestos Workers Local 8 Retirement Trust PlanAsbestos Workers Local 8 Retirement Trust PlanKY464$18.6M$45K
Plumbers & Steamfitters Local 131 Annuity PlanBoard of Trustees Plumbers and Steamfitters LocalCT394$21.0M$18K
Shopmen's Local No. 499 Pension PlanBoard of Trustees of the Shopmen's Local No. 499 Pension PlanOH312$12.7M$22K
Plasterers Local 1 Pension PlanPlasterers Local 1 Pension PlanOH150$13.9M$38K

Questions and answers

How many plans does Shumaker, Loop & Kendrick, LLP 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 Shumaker, Loop & Kendrick, LLP?

The median plan reported $16.25 per participant in direct and indirect compensation (31 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 Legal (31 plans) and Accounting (including auditing) (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.