Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
Uhy 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.
Uhy LLP is named as a service provider on the Schedule C of 64 retirement plans with 100 or more participants for plan year 2024, covering 106,850 participant records. Most often it is reported for accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $1.1M. Per plan, the median was $28.99 per participant, with the middle half of plans between $11.87 and $46.58. 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 (13), New York (11) and Iowa (10).
In 2009 it appeared on 43 such filings; in 2024, 66. 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 | $11.87 | $28.99 | $46.58 |
| Compensation as a share of plan net assets | 0.02% | 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 |
|---|---|---|---|---|---|
| Learning Care Group Retirement Savings Plan | La Petite Academy, Inc. | MI | 20,538 | $101M | $11K |
| Questco Companies Retirement Plan | Questco Holdings, Inc. | TX | 16,606 | $442M | $38K |
| The Albany Medical Center Retirement Plan | Albany Med Health System | NY | 13,571 | $290M | $16K |
| Impellam NA 401(k) Plan | Impellam North America Support Services, Inc. | GA | 5,201 | $92.2M | $26K |
| Aspen HR PEO LLC Retirement Savings Plan | Aspen HR PEO LLC | FL | 4,524 | $149M | $56K |
| Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan | Research Foundation for Mental Hygiene, Inc. | NY | 3,327 | $213M | $13K |
| Qualfon/dialog Direct 401(k) Plan | Dialogdirect, Inc. | MI | 3,323 | $55.7M | $6,150 |
| Research Foundation for Mental Hygiene, Inc. Defined Contribution Retirement Plan | Research Foundation for Mental Hygiene, Inc. | NY | 2,817 | $186M | $12K |
| Pursuit Aerospace 401(k) Plan | PPW Aero Buyer, Inc. d/b/a Pursuit Aerospace | CT | 2,474 | $153M | $30K |
| Antolin 401(k) Plan | Grupo Antolin North America, Inc. | MI | 2,451 | $151M | $35K |
| Thompson Hospitality 401(k) Profit Sharing Plan | Thompson Hospitality Corporation | VA | 2,450 | $14.6M | $7,000 |
| Costaff 401(k) Plan | Costaff Services, LLC | MI | 2,139 | $65.5M | $20K |
| Jack Entertainment Retirement Plan | Jack Ohio Finance LLC | OH | 1,751 | $46.3M | $21K |
| Siena College Defined Contribution Retirement Plan | Siena College | NY | 1,490 | $257M | $20K |
| MOM365 Inc. 401(k) Retirement Plan | MOM365 Inc. | MO | 1,065 | $7.6M | $13K |
| Hawkeye Pension Plan | Hawkeye Insurance Association | IA | 955 | $129M | $23K |
| 3LS, Inc. 401(k) Plan | 3LS, Inc. | TN | 908 | $30.7M | $9,658 |
| Iowa Builders Retirement Plan | Executive Board of the Iowa Builders Retirement Plan | IA | 907 | $74.6M | $11K |
| Orchard, Hiltz & McCliment Profit SHARING/401(K) Plan | Orchard, Hiltz and McCliment, Inc. | MI | 906 | $131M | $19K |
| Hyundai 401(k) Plan | Hyundai America Technical Center, Inc. | MI | 879 | $108M | $16K |
| Guideone Insurance Company Pension Plan | Guideone Insurance Company | IA | 828 | $92.6M | $9,300 |
| Iowa Ironworkers Heavy Highway Defined Contribution Plan | Iowa Ironworkers Heavy Highway Defined Contribution Plan | IA | 784 | $29.1M | $25K |
| The Mutual Group 401(k) Plan | TMG Insurance Services, LLC | IA | 765 | $184M | $9,000 |
| Albany College of Pharmacy and Health Sciences 403(b) Plan | Albany College of Pharmacy and Health Sciences | NY | 758 | $96.2M | $23K |
| Orbis Holdings Group, LLC 401(k) Savings & Investment Plan | Orbis Holdings Group, LLC | MI | 752 | $7.8M | $57K |
| Clear PEO, LLC 401(k) Savings Plan | Clear PEO, LLC | PA | 745 | $20.3M | $28K |
| Tradition America Holdings, Inc. 401(k) Plan | Tradition America Holdings, Inc. | NY | 628 | $207M | $32K |
| Ewie Group of Companies 401(k) Plan | Ewie Group of Companies, LLC | MI | 603 | $27.6M | $23K |
| Paul Reed Smith Guitars, LP 401(k) Profit Sharing Plan | Paul Reed Smith Guitars, LP | MD | 580 | $26.8M | $5,250 |
| Quality Integrated Services, Inc. 401(k) Plan | Quality Integrated Services, Inc. | OK | 576 | $21.8M | $24K |
| Sheet Metal Workers Local Union No. 263 Retirement Savings Plan | Board of Trustees of Sheet Metal Workers Local Union No. 263 Retiremen | IA | 576 | $42.3M | $17K |
| Skyline Displays 401(k) Plan | Skyline Displays, LLC | MN | 569 | $52.8M | $13K |
| Iowa Ironworkers Heavy Highway Defined Benefit Pension Plan | Iowa Ironworkers Heavy Highway Defined Benefit Pension Plan | IA | 541 | $65.8M | $26K |
| W&P Management Profit Sharing and 401(k) Plan | W&P Management, LLC | MI | 540 | $29.0M | $18K |
| Plastic Omnium - Auto Inergy Systems (USA) Pension Plan | Plastic Omnium - Auto Inergy Division (USA), LLC | MI | 514 | $64.2M | $13K |
| W International 401(k) Plan | W International SC, LLC | SC | 496 | $4.3M | $6,868 |
| Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan | Emma Willard School | NY | 478 | $53.8M | $12K |
| Advanced Radiology Services, P. C. 401(k) Profit-Sharing Plan | Advanced Radiology Services, P.C. | MI | 467 | $192M | $11K |
| Life Unlimited, Inc. 401(k) Plan | Life Unlimited, Inc. | MO | 439 | $4.9M | $5,000 |
| Lightbridge Holdings Group, Inc. 401(k) Plan | Lightbridge Holdings Group, Inc. | NJ | 434 | $6.1M | $19K |
Questions and answers
How many plans does Uhy LLP serve?
64 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 Uhy LLP?
The median plan reported $28.99 per participant in direct and indirect compensation (63 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) (54 plans), Recordkeeping and information management (5 plans), Consulting (pension) (5 plans) and Contract Administrator (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.