Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
Warren Averett, 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.
Warren Averett, LLC is named as a service provider on the Schedule C of 54 retirement plans with 100 or more participants for plan year 2024, covering 304,919 participant records. Most often it is reported for accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $1.3M. Per plan, the median was $12.20 per participant, with the middle half of plans between $3.85 and $47.84. 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 Georgia (22), Alabama (18) and Florida (7).
In 2012 it appeared on 12 such filings; in 2024, 54. 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 | $3.85 | $12.20 | $47.84 |
| Compensation as a share of plan net assets | 0.00% | 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
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 |
|---|---|---|---|---|---|
| Inspire Brands, Inc. 401(k) Retirement Plan | Irb Holding Corporation | GA | 43,661 | $596M | $17K |
| Encompass Health Corporation 401(k) Retirement Plan | Encompass Health Corporation | AL | 39,155 | $1.72B | $26K |
| The Southern Company Employee Savings Plan | Southern Company Services, Inc. | GA | 35,609 | $9.30B | $33K |
| Global Payments Inc. 401(k) Plan | Global Payments Inc. | GA | 18,840 | $2.34B | $18K |
| NRG Affiliates Employee Savings Plan | NRG Affiliate Services, Inc. | NJ | 17,981 | $2.33B | $14K |
| Kforce 401(k) Retirement Savings Plan | Kforce Inc. | FL | 16,302 | $283M | $20K |
| Sonepar USA 401 (K) Plan | Sonepar Management US, Inc. | SC | 13,478 | $1.21B | $62K |
| Mohawk Industries Retirement Plan 1 | Mohawk Carpet, LLC | GA | 12,765 | $251M | $11K |
| Gpi Savings Plan | Graphic Packaging International, LLC | GA | 12,209 | $1.31B | $7,800 |
| Coca-Cola Bottling Company United, Inc. 401(k) Plan | Coca-Cola Bottling Company United, Inc. | AL | 11,630 | $610M | $26K |
| Mohawk Industries Retirement Plan 2 | Mohawk Carpet, LLC | GA | 9,382 | $912M | $32K |
| Hexagon Employee Retirement Savings Plan | Intergraph Corporation | AL | 7,798 | $1.65B | $179K |
| Atrium Hospitality LP 401(k) Plan | Atrium Hospitality LP | GA | 7,006 | $102M | $17K |
| American Cancer Society 403(b) Plan | American Cancer Society, Inc. | GA | 6,376 | $426M | $33K |
| Artera Services, LLC 401(k) Plan | Artera Services, LLC | GA | 5,685 | $234M | $11K |
| Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan | Blue Cross Blue Shield of Alabama | AL | 5,222 | $880M | $31K |
| Vallen Distribution, Inc. 401(k) Plan | Vallen Distribution, Inc. | NC | 3,519 | $240M | $16K |
| Galileo & Worldspan U.S. Legacy Pension Plan | Travelport, LP | GA | 3,374 | $290M | $13K |
| Foster Wheeler Inc. Salaried Employees Pension Plan | Foster Wheeler, Inc. | GA | 2,586 | $61.4M | $14K |
| Lee Hecht Harrison 401(k) Plan | Adecco, Inc. | FL | 2,516 | $109M | $15K |
| Radiance Technologies, Inc. 401(k) Profit Sharing Plan | Radiance Technologies | AL | 2,439 | $170M | $24K |
| McWane Hourly Pension Plan | McWane, Inc. | AL | 2,311 | $134M | $75K |
| Coca-Cola Bottling Company United, Inc. Retirement Plan | Coca-Cola Bottling Company United, Inc. | AL | 2,159 | $214M | $15K |
| McWane Pension Plan for Salaried Employees | McWane, Inc. | AL | 2,049 | $210M | $25K |
| Imerys USA 401(k) Plan | Imerys USA Inc. | GA | 2,027 | $310M | $7,750 |
| Travelport Employee Savings Plan | Travelport Inc. | GA | 1,537 | $421M | $31K |
| Lifeworks (US) Ltd. 401(k) Savings Plan | Lifeworks (US) Ltd. | GA | 1,514 | $98.9M | $13K |
| Ofs Non-Represented 401(k) Plan | Ofs Fitel, LLC | GA | 1,264 | $213M | $24K |
| Southern Hvac Corporation 401(k) Plan | Southern Hvac Corporation | FL | 1,026 | $14.9M | $0 |
| Maynard Nexsen, PC 401(k) Plan & Trust | Maynard Nexsen, PC | AL | 1,023 | $410M | $22K |
| Foster Wheeler Inc. Pension Plan for Certain Employees | Foster Wheeler, Inc. | GA | 992 | $102M | $14K |
| Onesource Business Solutions, LLC Retirement Savings Plan | Onesource Business Solutions, LLC | GA | 982 | $48.1M | $22K |
| Intelident Solutions, Inc. 401(k) Plan | Intelident Solutions, Inc. | FL | 969 | $22.9M | $11K |
| The Retirement Plan of Agilysys, Inc. | Agilysys, Inc. | GA | 944 | $138M | $16K |
| Trajector Holdings Savings Plan | Trajector Medical, LLC | FL | 862 | $14.9M | $12K |
| Psemi Corporation 401(k) Plan | Psemi Corporation | CA | 793 | $121M | $5,079 |
| Imerys 401(k) Plan for Bargaining Employees | Imerys USA Inc. | GA | 746 | $49.9M | $16K |
| Vialto Partners US Retirement Plan | Galaxy US Opco Inc. | MA | 682 | $194M | $37K |
| Squadron Capital LLC 401(k) Employee Retirement Plan | Squadron Capital LLC | CT | 648 | $27.5M | $31K |
| Birmingham Fastener & Supply, Inc. 401(k) Plan | Birmingham Fastener & Supply Inc. | AL | 603 | $24.0M | $7,000 |
Questions and answers
How many plans does Warren Averett, LLC serve?
54 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 Warren Averett, LLC?
The median plan reported $12.20 per participant in direct and indirect compensation (53 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) (43 plans), Consulting (general) (3 plans), Recordkeeping and information management (2 plans) and Consulting (pension) (2 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.