Plan Ledger DOL Form 5500 · updated monthly

WOODRUFF-SAWYER & CObroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$12.2M

WOODRUFF-SAWYER & CO was paid $12,180,095 in commissions and fees across 127 employer benefit plans in 2024, as reported on Schedule A ($2,291,248 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 31 client planslost 37
lost Bpm LLP

Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 2024127
Syserco, Inc. CA$503,584
Databricks, Inc. CA$499,948
Novares Amec WI$275,227
Calix, Inc. CA$234,689
Natera, Inc. TX$226,243
Lifemoves CA$193,404
Novares US LLC MI$187,358
Netgear, Inc. CA$172,613
Merchsource, LLC CA$131,053
Penumbra, Inc. CA$126,620
Rix Industries CA$106,890
Fiume Capital NV$77,379
Autodesk, Inc. CA$75,354
Prime 8 LLC WA$73,530
Everdriven CO$65,493
Harmonic Inc. CA$55,732
Good Eggs CA$53,251
Simpson Door WA$52,194
Anvil Builders CA$17,023
Apcon, Inc. OR$14,327
Insitu, Inc. WA$11,731
The Columbian WA$8,635
Local Crafts WA$5,676

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the WOODRUFF-SAWYER & CO brand.