Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
Templeton & Company LLP
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.
Templeton & Company LLP is named as a service provider on the Schedule C of 27 retirement plans with 100 or more participants for plan year 2024, covering 63,969 participant records. Most often it is reported for accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $389K. Per plan, the median was $9.07 per participant, with the middle half of plans between $5.73 and $17.07. 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 Florida (11), Texas (4) and Illinois (2).
In 2015 it appeared on 5 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 | $5.73 | $9.07 | $17.07 |
| Compensation as a share of plan net assets | 0.01% | 0.04% | 0.10% |
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 |
|---|---|---|---|---|---|
| Employer Flexible 401(k) Plan | Employer Flexible | TX | 13,349 | $215M | $27K |
| Ace Retail Savings Plan 401(k) | Ace Hardware Corporation | IL | 11,052 | $188M | $18K |
| Texo Members 401(k) Plan | Texo Abc-Agc, Inc. | TX | 7,018 | $117M | $20K |
| Avma Life Trust, LLC 401(k) Plan | Avma Life Trust, LLC | IL | 3,833 | $74.7M | $35K |
| Secure Horizons 401(k) Plan | Secure Horizons Retirement Plan LLC | FL | 3,324 | $139M | $9,195 |
| Women's Care 401(k) Plan | Physician Business Services, LLC | FL | 3,315 | $243M | $22K |
| Flagler System, Inc. Employees' Savings Plan | Flagler System, Inc. | FL | 2,839 | $187M | $16K |
| Xcel HR 401(k) Plan | XMT Services, Inc. | MD | 2,291 | $92.8M | $12K |
| The Argent Wealth PEP | Plan Professionals, LLC | NJ | 2,114 | $52.2M | $28K |
| Palm Beach Atlantic University 403(B)(7) Plan | Palm Beach Atlantic University, Inc. | FL | 1,973 | $83.9M | $10K |
| Toyota Tsusho America, Inc. Enterprise Multiple Employer Plan | Toyota Tsusho America, Inc. | KY | 1,819 | $19.1M | $17K |
| Teamwork Services 401(k) & Profit Sharing Plan | Teamwork Services, Inc. | GA | 1,673 | $53.9M | $20K |
| Charter School 401(k) Retirement Plan | Charter School Associates, Inc. | FL | 1,523 | $11.3M | $13K |
| ABC of Delaware 401(k) Plan | Associated Builders and Contractors, Inc., Delaware Chapter | DE | 1,477 | $55.1M | $18K |
| Asa North Texas Multiple Employer 401(k) Plan | American Subcontractors Association North Texas Chapter | TX | 884 | $11.1M | $5,300 |
| ABC of Iowa Retirement Savings Plan | ABC of Iowa | IA | 878 | $34.3M | $13K |
| Sage Senior Living, LLC 401(k) Plan | Sage Senior Living, LLC | PA | 658 | $5.6M | $9,500 |
| The Benjamin School Defined Contribution Plan | The Benjamin School | FL | 624 | $47.2M | $5,000 |
| Associations of Texas MEP | Trio Electric, Ltd. | TX | 513 | $5.2M | $6,500 |
| Cornerstone Group Holdings 401(k) Plan | Cornerstone Group Holdings, Inc. | KS | 463 | $556K | $3,500 |
| Stiles Corporation 401(k) Plan | Stiles Corporation | FL | 431 | $54.8M | $10K |
| Becker & Poliakoff, P.A. 401(k) Profit Sharing Plan | Becker & Poliakoff, P.A. | FL | 400 | $55.2M | $12K |
| Alabama Agc 401(k) Multiple Employer Plan | Alabama Associated General Contractors, Inc. | AL | 367 | $10.4M | $21K |
| Boniface-Hiers 401(k) Plan | Boniface & Company, Inc. | FL | 330 | $12.0M | $6,500 |
| Tie, LLC DBA Chick-Fil-A at St. Augustine 401(k) Plan | Tie, LLC DBA Chick-Fil-A at St. Augustine | FL | 306 | $898K | $13K |
| Palm Beach Day Academy DC Retirement Plan | Palm Beach Day Academy | FL | 279 | $36.2M | $15K |
| Capital Healthcare 401(k) Plan | Capital Healthcare, PC | VA | 236 | $5.9M | $7,400 |
Questions and answers
How many plans does Templeton & Company LLP 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 Templeton & Company LLP?
The median plan reported $9.07 per participant in direct and indirect compensation (27 plans reporting an amount), or 0.04% 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) (25 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.