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Service provider · Schedule C, plan year 2024

Weaver and Tidwell, 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.

134plans naming this provider
606,308participant records in those plans
$4.0Mcompensation reported, direct and indirect
$17.96median reported per participant134 plans with an amount

Weaver and Tidwell, LLP is named as a service provider on the Schedule C of 134 retirement plans with 100 or more participants for plan year 2024, covering 606,308 participant records. Most often it is reported for accounting and auditing.

Reported compensation from those plans, direct and indirect, totalled $4.0M. Per plan, the median was $17.96 per participant, with the middle half of plans between $7.38 and $36.50. 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 Texas (53), New York (39) and New Jersey (11).

In 2009 it appeared on 11 such filings; in 2024, 135. 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$7.38$17.96$36.50
Compensation as a share of plan net assets0.01%0.03%0.09%

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: 112010: 132011: 142012: 102013: 132014: 202015: 372016: 462017: 462018: 552019: 462020: 562021: 612022: 672023: 822024: 1351113520092012201620202024
Plans with 100+ participants naming this provider
2009: $164K2010: $185K2011: $227K2012: $143K2013: $170K2014: $293K2015: $567K2016: $800K2017: $717K2018: $771K2019: $865K2020: $910K2021: $1.0M2022: $1.2M2023: $2.0M2024: $4.1M$164K$4.1M20092012201620202024
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

Accounting (including auditing)122
Valuation (appraisals, etc.)4
Consulting (general)3
Contract Administrator1
Investment management1
Actuarial1

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Sysco Corporation Employees' 401(k) PlanSysco CorporationTX58,747$5.25B$5,511
Itpeu Pension FundItpeu Pension FundNJ58,365$172M$76K
Sysco Corporation Retirement PlanSysco CorporationTX30,257$2.47B$8,961
Halliburton Retirement and Savings PlanHalliburton CompanyTX24,712$4.54B$33K
Kellogg Brown & Root, Inc. Retirement and Savings PlanKellogg Brown & Root LLCTX24,406$3.88B$25K
Baker Hughes Company 401(k) PlanBaker Hughes Holdings LLCTX21,995$4.01B$64K
LVMH Affiliates' 401(k) PlanLVMH Inc.NY17,966$1.14B$23K
Seafarers Pension PlanBoard of Trustees Seafarers Pension PlanMD17,705$2.06B$153K
Seafarers Money Purchase Pension PlanBoard of Trustees Seafarers Money Purchase Pension PlanMD16,362$168M$54K
Nov Inc. 401(k) PlanNov Inc.TX15,909$1.65B$32K
Division 1181 Atu - NY Employees Pension Fund and PlanBoard of Trustees of Division 1181 Atu - NY Employess Pension Fund andNY14,070$824M$153K
Baker Hughes Company Pension PlanBaker Hughes Holdings LLCTX13,108$356M$43K
Local 804 I.B.T. and Local 447 I.A.M. - UPS Multi-Employer Retirement PlanBD of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. PlanGA12,427$2.34B$75K
Austin Industries Employee Stock Ownership PlanAustin Industries, Inc.TX12,367$512M$37K
Midwest Pension PlanBoard of Trustees - Midwest Pension PlanIL11,544$122M$70K
Sonic Healthcare USA Savings PlanSonic Healthcare USA, Inc.TX11,089$588M$14K
Commercial Metals Companies Retirement PlanCommercial Metals CompanyTX10,946$1.46B$37K
Hanger, Inc. 401(k) Savings PlanHanger, Inc.TX9,551$709M$20K
United Parcel Service, Inc. Local 177, I.b.t Multi-Employer Retirement PlanBD of Trustees, UPS Local 177, Ibt Multi Employer Retirement PlanGA9,288$2.00B$69K
Machinists' Money Purchase Pension FundMachinists' Money Purchase Pension FundNJ8,246$68.3M$46K
Local 804 Annuity FundBoard of Trustees Local 804 Annuity FundNY7,685$90.6M$30K
Teamsters Local 210 Affiliated Pension Trust FundBoard of Trustees Teamsters Local 210 Affiliated Pension Trust FundNY7,579$155M$36K
Webster Bank Retirement Savings PlanWebster Bank, N.A.NY6,678$1.13B$38K
Kirby 401(k) PlanKirby CorporationTX6,601$850M$33K
Chevron Phillips Chemical Company LP 401(k) Savings and Profit Sharing PlanChevron Phillips Chemical Company LPTX6,088$1.93B$26K
Chevron Phillips Chemical Company LP Retirement PlanChevron Phillips Chemical Company LPTX6,028$1.04B$26K
Heritage Medical Group Retirement Savings 401(k) PlanHigh Desert Medical CorporationCA5,913$245M$26K
United Wire, Metal & Machine Pension FundBoard of Trustees of U.W.M. & M. Pension FundNY5,682$213M$67K
Meba Pension Trust-Defined Benefit PlanBoard of Trustees, Meba Pension Trust-Defined Benefit PlanMD5,626$925M$118K
Union Mutual Fund Pension PlanBoard of Trustees of Union Mutual Fund Pension PlanNY5,177$64.3M$51K
Trucking Employees of North Jersey Pension FundTrucking Employees of North Jersey Pension FundNJ5,000$728M$38K
Pay Deferral and Savings Plan of Hines Interests Limited PartnershipHines Interests Limited PartnershipTX4,550$873M$17K
American Air Liquide Holdings, Inc. Enhanced Savings PlanAmerican Air Liquide Holdings, Inc.TX4,515$764M$20K
The Local 259 Pension FundBoard of Trustees of the Local 259 Pensi Pension FundNJ4,481$142M$62K
American Air Liquide Holdings, Inc. Retirement PlanAmerican Air Liquide Holdings, Inc.TX4,480$444M$25K
Envoy Solutions Retirement Savings PlanEnvoy Solutions, LLCIL4,319$282M$5,775
Local 210'S Annuity FundLocal 210'S Annuity Fund C/o SavastaNY4,245$13.2M$38K
Mbo Professional Services Inc. 401(k) PlanMbo Professional Services Inc.VA4,109$52.4M$11K
Local 210'S Pension PlanBD of Trustees Local 210'S Pension Plan C/o Savasta and CompanyNY3,684$67.5M$36K
Dresser, LLC Consolidated Salaried Retirement PlanDresser, LLCTX3,652$125M$30K

Questions and answers

How many plans does Weaver and Tidwell, LLP serve?

134 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 Weaver and Tidwell, LLP?

The median plan reported $17.96 per participant in direct and indirect compensation (134 plans reporting an amount), or 0.03% 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) (122 plans), Valuation (appraisals, etc.) (4 plans), Consulting (general) (3 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.