Built from U.S. Department of Labor Form 5500 public datasets, plan years 2023 and 2024, filings received through 24 October 2026. Figures are as reported by filers. Firms are matched by reported name or EIN, so a firm with several spellings can appear more than once.

A plan counts as left when it filed both years, named this firm in the same role in 2023, and named a different firm in 2024. Where 10 or more plans and at least 30 percent of a firm's book moved to one other firm, the move is treated as an acquisition or a rename and removed. A plan can also change vendors for reasons that have nothing to do with service.

Email drafts are starting points, not sent messages. Tax figures need the plan's actuary and the client's CPA. Vedra Capital provides marketing services and does not give investment, tax, legal or insurance advice. Corrections: morgan@vedra.capital.