Plans listing this provider
143
0.25% of the 56,420 plans with Schedule H financials; 90 in 2023
Providers › Human Interest Advisor LLC
Human Interest Advisor LLC
- Service provider, as named on Schedule C
- EIN 474307706
- Plan year 2024
- Direct compensation reported $2,756,293
Assets of those plans
$811,230,870
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
143
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$83.31
across 141 plans that pay it a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 13 | Contract administrator | 141 |
| 51 | Investment management fees paid directly by plan | 140 |
| 27 | Investment advisory (plan) | 139 |
| 15 | Recordkeeping and information management | 139 |
| 12 | Claims processing | 2 |
| 57 | Redemption fees | 2 |
| 49 | Other services | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Roman 401(k) Planrecordkeeper | Roman Health Ventures | $39,948,334 | 870 | $72,015 |
| Faire 401(k) Planrecordkeeper | Faire Wholesale | $32,740,350 | 573 | $138,027 |
| Remarkable Foods, Inc. 401(k) Planrecordkeeper | Wonder Group | $23,171,401 | 1,719 | $20,601 |
| Platform Accounting Group 401(k) Planrecordkeeper | PT&C Group | $22,808,548 | 864 | $31,633 |
| Coda Project 401(k) Planrecordkeeper | Coda Project | $18,284,898 | 232 | $37,057 |
| Oddball 401(k) Planrecordkeeper | Oddball | $17,017,660 | 357 | $64,734 |
| Modern Health 401(k) Planrecordkeeper | Modern Life | $16,551,165 | 414 | $78,132 |
| Gilleland Chevrolet 401(k) Profit Sharing & Trustrecordkeeper | Gilleland Chevrolet Cadillac | $15,824,552 | 331 | $12,019 |
| Strategic Solutions Group 401(k) Planrecordkeeper | Strategic Solutions Group | $12,997,337 | 187 | $21,120 |
| Ellab Inc 401(k) Profit Sharing Plan and Trustrecordkeeper | Ellab | $12,702,435 | 270 | $83,637 |
| Caylent 401(k) Planrecordkeeper | Caylent | $12,063,635 | 265 | $42,186 |
| HG Insights, Inc. 401(k) Planrecordkeeper | HG Data | $11,728,226 | 235 | $44,053 |
| Revamp Engineering 401(k) Planrecordkeeper | Revamp Engineering | $11,664,604 | 175 | $32,019 |
| Ninjaone 401(k) Planrecordkeeper | Ninjaone | $11,601,828 | 451 | $41,312 |
| Watershed Technology, Inc. 401(k) Planrecordkeeper | Watershed Technology | $11,346,982 | 277 | $41,568 |
| Alphonso Inc. 401(k) Planrecordkeeper | Alphonso | $11,141,973 | 234 | $33,178 |
| Descript, Inc. 401(k) Planrecordkeeper | Descript | $10,711,828 | 187 | $41,252 |
| Parachute Health 401(k) Planrecordkeeper | Parachute Health | $10,098,251 | 240 | $23,088 |
| Zenbusiness Inc 401(k) Planrecordkeeper | ZenBusiness | $10,034,173 | 442 | $17,008 |
| Emed LLC 401(k) Planrecordkeeper | eMed | $9,604,546 | 324 | $15,789 |
| Trove Recommerce 401(k) Planrecordkeeper | Trove Recommerce | $9,584,366 | 347 | $49,103 |
| Criteria Corp 401(k) Planrecordkeeper | Criteria | $9,120,897 | 121 | $40,747 |
| Roadie 401(k) Planrecordkeeper | Roadie | $9,107,431 | 325 | $23,223 |
| Enveda Biosciences 401(k) Planrecordkeeper | Enveda Therapeutics | $9,080,971 | 165 | $36,396 |
| Spiraledge, Inc 401(k) Planrecordkeeper | Spiraledge | $8,995,818 | 771 | $20,992 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.