Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
SLC Management
Most often reported for investment advisory and management
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.
For plan year 2024, 41 retirement plans with 100 or more participants reported paying SLC Management $5,000 or more. Those plans cover 94,507 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $4.6M. Per plan, the median was $72.53 per participant, with the middle half of plans between $38.49 and $135. 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 New Jersey (5), North Carolina (5) and Ohio (3).
In 2019 it appeared on 24 such filings; in 2024, 43. 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 | $38.49 | $72.53 | $135 |
| Compensation as a share of plan net assets | 0.05% | 0.11% | 0.17% |
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 |
|---|---|---|---|---|---|
| Northwest Sheet Metal Workers Pension Plan | B of T, Northwest Sheet Metal Workers Pension Plan | OR | 9,374 | $1.69B | $279K |
| Jeld-Wen, Inc. Restated Pension Plan | Jeld-Wen, Inc. | NC | 8,901 | $262M | $303K |
| Ironworkers District Council of the Pacific NW Field Ironworkers Annuity Trust Fund | Ironworkers District Council of the Paci Field Ironworkers Annuity Tru | WA | 7,937 | $589M | $77K |
| Northwest Ironworkers Retirement Plan | Northwest Ironworkers Retirement Plan Board of Trustees | WA | 7,196 | $851M | $87K |
| Teamsters Union No. 142 Pension Fund | Trustees of Teamsters Union No. 142 Pension Fund | IN | 6,610 | $637M | $83K |
| Owens Corning Merged Retirement Plan | Owens Corning | OH | 6,192 | $336M | $191K |
| Painters and Allied Trades District Council NO.35 Annuity Fund | Painters Annuity Council No. 35 Annuity Fund | MA | 6,176 | $525M | $318K |
| Painters and Allied Trades District Council No. 35 Pension Fund | BD of Trustees PDC Pension Fund | MA | 4,737 | $805M | $184K |
| Lear Combined Pension Plan | Lear Corporation | MI | 3,426 | $118M | $131K |
| Idaho Operating Engineers Employers Pension Plan | Idaho Operating Engineers-Employers Pens | WA | 3,030 | $152M | $61K |
| Lear Corporation Pension Plan | Lear Corporation | MI | 2,982 | $189M | $208K |
| Morgan US Employees' Retirement Plan | Morganite Industries, Inc. | NC | 2,528 | $127M | $162K |
| The Arxada Consolidated Pension Plan | Arxada, LLC | NJ | 2,331 | $375M | $193K |
| Firstgroup America, Inc. Pension Plan | Firstgroup America, Inc. | OH | 2,216 | $93.8M | $200K |
| Commonwealth Rolled Products, Inc. Hourly Employees Pension Plan | Commonwealth Rolled Products, Inc. | KY | 1,990 | $117M | $101K |
| Maritz Holdings Inc. Retirement Plan | Maritz Holdings Inc. | MO | 1,642 | $82.1M | $78K |
| Local 138 Pension Trust Fund | Board of Trustees of Local 138 Pension Trust Fund | NY | 1,574 | $111M | $61K |
| Local 147 Construction Workers Retirement Plan | Local 147 Construction Workers Retirement Plan | NJ | 1,489 | $180M | $57K |
| Atkore Union Pension Plan | Atkore International, Inc. | IL | 1,334 | $90.7M | $103K |
| Association of American Railroads Pension Plan | Association of American Railroads | DC | 1,286 | $79.2M | $195K |
| Alside Retirement Plan | Associated Materials, LLC | OH | 1,158 | $40.8M | $43K |
| Allison Transmission Hourly-Rate Employees Pension Plan | Allison Transmission, Inc. | IN | 1,122 | $86.9M | $152K |
| Hickory Springs Retirement Plan | Hickory Springs Manufacturing Co. | NC | 1,000 | $61.6M | $173K |
| Pension Plan of Wayne Memorial Hospital, Inc. | Wayne Memorial Hospital, Inc. | NC | 924 | $127M | $219K |
| American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit | A.O. Smith Corporation | WI | 845 | $18.3M | $36K |
| Retirement Plan for Associates and Staff Employees of Curtis, Mallet-Prevost, Colt & Mosle LLP | Curtis, Mallet-Prevost, Colt & Mosle LLP | NY | 737 | $60.4M | $53K |
| Amadeus North America, Inc. Pension Plan | Amadeus North America, Inc. | FL | 641 | $65.8M | $63K |
| Dolese Pension Plan | Dolese Bros. Co. | OK | 566 | $38.4M | $82K |
| U.S. Silica Company Retirement Plan | U.S. Silica Company | TX | 566 | $69.0M | $64K |
| American & Efird Employees' Pension Plan | American & Efird LLC | NC | 511 | $36.1M | $41K |
| Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. | South Jersey Industries, Inc. | NJ | 450 | $124M | $25K |
| Fourth Edition Inc. Pension Plan | Fourth Edition Inc. | NJ | 406 | $32.3M | $55K |
| Municipal Employees Credit Union of Baltimore Defined Benefit Plan | Municipal Employees Credit Union of Baltimore | MD | 404 | $49.0M | $61K |
| Retirement Plan for Employees of South Jersey Industries, Inc. | South Jersey Industries, Inc. | NJ | 388 | $90.7M | $18K |
| Rogers Corporation Employees' Pension Plan | Rogers Corporation | AZ | 373 | $25.6M | $47K |
| GE Appliances Pension Plan | Haier US Appliance Solutions, Inc. | KY | 313 | $9.9M | $30K |
| Group Pension Plan for Salaried Ees of Keystone Powdered Metal Co. | Keystone Powdered Metal Company | PA | 307 | $20.7M | $49K |
| American Lung Association Retirement Plan D | American Lung Association | IL | 306 | $32.7M | $41K |
| Allison Transmission Retirement Program for Salaried Employees | Allison Transmission, Inc. | IN | 287 | $51.1M | $83K |
| McLane Middleton Professional Association Pension Plan | McLane Middleton Professional Association | NH | 137 | $50.1M | $145K |
Questions and answers
How many plans does SLC Management serve?
41 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 SLC Management?
The median plan reported $72.53 per participant in direct and indirect compensation (41 plans reporting an amount), or 0.11% 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 management (28 plans), Investment advisory (plan) (7 plans) and Investment advisory (participants) (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.