Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Advus Financial Partners LLC
Most often reported for investment advisory and management
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.
Advus Financial Partners LLC is named as a service provider on the Schedule C of 30 retirement plans with 100 or more participants for plan year 2024, covering 30,808 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $1.1M. Per plan, the median was $71.51 per participant, with the middle half of plans between $39.13 and $142. 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 Florida (20), New York (4) and Michigan (1).
In 2021 it appeared on 18 such filings; in 2024, 29. 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 | $39.13 | $71.51 | $142 |
| Compensation as a share of plan net assets | 0.12% | 0.17% | 0.20% |
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 |
|---|---|---|---|---|---|
| Earl Enterprises Retirement Savings Plan | Earl Enterprises Corporate, LLC | FL | 6,933 | $33.1M | $55K |
| Signature Aviation | Signature Aviation | FL | 6,912 | $271M | $37K |
| Women's Care 401(k) Plan | Physician Business Services, LLC | FL | 3,315 | $243M | $24K |
| Full Sail 401(k) Savings Plan | Full Sail, LLC | FL | 2,782 | $149M | $111K |
| Jackson Hewitt Employee Savings Plan | Jackson Hewitt Tax Service Inc. | FL | 1,439 | $65.8M | $64K |
| Disaster Resource Group LLC 401(k) Plan | Disaster Resource Group LLC | LA | 1,334 | $6.9M | $26K |
| Harbor Retirement Associates, LLC 401(k) Plan | Harbor Retirement Associates, LLC | FL | 881 | $7.5M | $28K |
| Riseboro 403(b) Plan | Riseboro Community Partnership, Inc. | NY | 767 | $9.9M | $16K |
| Ortho 401(k) Solutions | Ortho Benefits Corp. | FL | 570 | $29.5M | $53K |
| Rotary Corporation 401(k) Profit Sharing Plan | Rotary Corporation | GA | 544 | $28.1M | $53K |
| Bb&e 401(k) Plan | Bb&e, Inc. | MI | 518 | $18.2M | $20K |
| Post & Schell, P.C. Profit Sharing Plan | Post & Schell, P.C. | PA | 419 | $161M | $33K |
| Jerry Leigh of California, Inc. 401(k) Profit Sharing Plan | Jerry Leigh of California, Inc. | CA | 405 | $16.5M | $29K |
| Launch Credit Union Retirement Plan | Launch Credit Union | FL | 345 | $20.9M | $50K |
| Physicians 401(k) Solutions | Ortho Benefits Corp. | FL | 334 | $13.2M | $28K |
| Boniface-Hiers 401(k) Plan | Boniface & Company, Inc. | FL | 330 | $12.0M | $24K |
| Vermeer Southeast Sales & Services, Inc. Employee's Profit Sharing Plan | Vermeer Southeast Sales & Service, Inc. | FL | 320 | $27.6M | $37K |
| Ect 401(k) Tax-Deferred Savings Plan | Environmental Consulting & Technology, Inc. | FL | 309 | $31.4M | $55K |
| Moda Operandi, Inc. 401(k) Plan | Moda Operandi Inc. | NY | 278 | $13.0M | $16K |
| Gibbs & Soell, Inc. Employees' Profit Sharing Plan and Trust | G & S Communications Inc. | NY | 268 | $31.6M | $55K |
| GS Holdco,inc. Employees Profit Sharing Plan and Trust | G & S Communications Inc. | NY | 256 | $37.6M | $70K |
| Orchid Island Juice Company 401(k) Profit Sharing Plan and Trust | Orchid Island Juice Company | FL | 246 | $5.8M | $7,002 |
| Eye Specialists of Mid-Florida, P.A. 401(k) Plan | Eye Specialists of Mid-Florida, P.A. | FL | 242 | $17.9M | $33K |
| CNL Financial Group Subsidiaries and Affiliates Employee Retirement Plan | CNL Financial Group Investment Management, LLC | FL | 225 | $57.1M | $13K |
| Orthopaedic Clinic of Daytona Beach, P.A. 401(k) Profit Sharing Plan | Orthopaedic Clinic of Daytona Beach , P.A. | FL | 195 | $23.2M | $48K |
| Leadingresponse 401(k) Plan | Rme Group Holding Company | FL | 173 | $8.6M | $29K |
| LSQ Group Holdings LLC 401(k) Plan | LSQ Group Holdings, LLC | FL | 129 | $14.4M | $44K |
| Ocala Breeders Sales Co., Inc. 401(k) Profit Sharing Plan | Ocala Breeders Sales Co., Inc. | FL | 123 | $5.3M | $6,064 |
| Stratford University, Inc. Employees' 401(k) Plan | Stratford University, Inc. | OH | 109 | $4.2M | $5,000 |
| Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust | Clark, Partington, Hart, Larry, Bond & Stackhouse, P.A | FL | 107 | $29.2M | $42K |
Questions and answers
How many plans does Advus Financial Partners LLC serve?
30 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 Advus Financial Partners LLC?
The median plan reported $71.51 per participant in direct and indirect compensation (30 plans reporting an amount), or 0.17% 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 Investment advisory (plan) (27 plans), Investment management (1 plans), Recordkeeping and information management (1 plans) and Trustee (bank, trust company, or similar financial institution) (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.