Gusto Investment Services, LLCRetirement plans that name this organisation on Schedule C
2024Schedule C of plan year 2024
- Service that plans report most
- Investment advisory and management
- Plans that name it
- 44
- Participant records in those plans
- 9,981
- States
- 13
44 retirement plans with 100 or more participants name this organisation on Schedule C for plan year 2024.
The service that the plans report most often is investment advisory and management.
The plans reported $371K of compensation to the organisation, direct and indirect.
By plans that name it, it was number 198 of 325 providers whose plans report investment advisory and management most often.
Plans with 100 to 249 participants were 81.8% of the plans that name it. They were 28.6% of the plans that name any provider with a page.
While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.
The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.
EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .
In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Schedule C lists a provider only when a plan paid it $5,000 or more. Source of the figures: the Form 5500 datasets, filings received through .
Client plans
| Plan | Sponsor | State | Participants | Net assets | Compensation reported |
|---|---|---|---|---|---|
| Abridge Ai Inc. 401(k) Plan | Abridge Ai Inc. | PA | 463 | $18.1M | $8,363 |
| Alpha Aesthetics Partners Opco, LLC 401(k) Plan | Alpha Aesthetics Partners Opco, LLC | CA | 244 | $2.5M | $8,365 |
| Ashby 401(k) Plan | Ashby Inc. | CA | 217 | $9.4M | $8,285 |
| Assembled, Inc. 401(k) Plan | Assembled, Inc. | CA | 186 | $7.9M | $7,904 |
| Blue Sky Innovators 401(k) Plan | Blue Sky Innovators, Inc. | VA | 169 | $15.7M | $5,659 |
| Chapter 401(k) Plan | Memoir, Inc. | NY | 240 | $3.5M | $5,043 |
| Cloudzero, Inc. 401(k) Plan | Cloudzero, Inc. | MA | 195 | $8.9M | $8,613 |
| Coursedog 401(k) Plan | Coursedog, Inc. | NY | 138 | $5.0M | $6,142 |
| Creisoft, Inc. 401(k) Plan | Creisoft, Inc. | IL | 136 | $6.0M | $5,897 |
| Cytovale 401(k) Plan | Cytovale Inc. | CA | 144 | $8.3M | $8,292 |
| Dataeconomy Inc., 401(k) Plan | Dataeconomy Inc., | OH | 155 | $5.8M | $5,538 |
| Digital Consultants 401(k) Plan | Digital Consultants, LLC | VA | 189 | $3.9M | $11K |
| Exafunction, Inc. 401(k) Plan | Exafunction, Inc. | CA | 251 | $5.8M | $5,104 |
| Florence Labs 401(k) Plan | Florence Labs, Inc. | NY | 192 | $7.3M | $6,435 |
| Fox Robotics 401(k) Plan | Fox Robotics, Inc. | TX | 143 | $4.0M | $5,426 |
| Glooko, Inc. 401(k) Plan | Glooko, Inc. | CA | 156 | $8.9M | $11K |
| Heirloom Carbon Technologies 401(k) Plan | Heirloom Carbon Technologies, Inc. | CA | 154 | $5.2M | $5,123 |
| Hex Technologies Inc. 401(k) Plan | Hex Technologies Inc. | CA | 187 | $12.0M | $12K |
| Hmfdf 401(k) Plan | Hmfdf Inc. | CA | 137 | $5.9M | $6,930 |
| Kaarya LLC DBA Mykaarma 401(k) Plan | Kaarya LLC DBA Mykaarma | CA | 164 | $5.7M | $5,781 |
| Koya Inc. 401(k) Plan | Koya Medical, Inc. | TX | 195 | $6.9M | $6,551 |
| Merlin Labs 401(k) Plan | Merlin Labs, Inc. | MA | 175 | $8.5M | $8,904 |
| Nozomi Networks 401(k) Plan | Nozomi Networks, Inc. | CA | 165 | $11.7M | $9,726 |
| NSPT 401(k) Plan | NSPT Inc. | WA | 133 | $5.7M | $5,492 |
| Olipop 401(k) Plan | Olipop | CA | 264 | $8.0M | $7,070 |
| Operio Group LP 401(k) Plan | Operio Group LLC | TX | 254 | $10.7M | $15K |
| Paytient Technologies, Inc. 401(k) Plan | Paytient Technologies, Inc. | MO | 208 | $9.0M | $9,025 |
| Pubg Madglory 401(k) Plan | Pubg Madglory, LLC | WI | 142 | $10.2M | $10K |
| Rad Ai 401(k) Plan | Rad Ai Inc. | CA | 222 | $6.4M | $6,234 |
| Rippling Eor 401(k) Plan | Rippling Eor, Inc. | CA | 376 | $3.5M | $13K |
| Sentilink 401(k) Plan | Sentilink Corp. | CA | 174 | $12.2M | $12K |
| Shiftsmart 401(k) Plan | Shiftsmart Inc. | TX | 244 | $8.0M | $8,189 |
| Skylight Inc. 401(k) Plan | Skylight Inc. | FL | 206 | $20.7M | $17K |
| Swish Analytics 401(k) Plan | Swish Analytics Inc. | CA | 202 | $5.7M | $5,461 |
| Synapse Financial Technologies 401(k) Plan | Synapse Financial Technologies, Inc. | CA | 138 | $4.4M | $5,463 |
| Thuma 401(k) Plan | Thuma, Inc. | CA | 156 | $8.5M | $8,635 |
| Tilt Finance 401(k) Plan | Tilt Finance Inc. | CA | 338 | $11.4M | $12K |
| Turquoise Health Co. 401(k) Plan | Turquoise Health Co. | CA | 181 | $14.4M | $11K |
| Vannevar Labs Inc. 401(k) Plan | Vannevar Labs Inc. | CA | 309 | $14.6M | $13K |
| X.ai 401(k) Plan | X.ai LLC | CA | 1,563 | $10.8M | $8,787 |
Compensation that the plans report
| Line | First quartile | Median | Third quartile |
|---|---|---|---|
| Compensation for each participant | $33.59 | $42.67 | $57.40 |
| Compensation as a share of the net assets of the plan | 0.09% | 0.10% | 0.11% |
The amounts are what each plan reported for this organisation. They are not the total cost of a plan.
| Plan year | Plans | Compensation reported |
|---|---|---|
| 2025 (not complete) | 244 | $2.6M |
| 2024 | 0 | $0 |
| 2023 | 0 | $0 |
| 2022 | 0 | $0 |
| 2021 | 0 | $0 |
| 2020 | 0 | $0 |
| 2019 | 0 | $0 |
| 2018 | 0 | $0 |
| 2017 | 0 | $0 |
| 2016 | 0 | $0 |
| 2015 | 0 | $0 |
| 2014 | 0 | $0 |
| 2013 | 0 | $0 |
| 2012 | 0 | $0 |
| 2011 | 0 | $0 |
| 2010 | 0 | $0 |
| 2009 | 0 | $0 |
Client plans by size, state and service
By plan size
- 100 to 249 participants
- 36 plans
- 250 to 499 participants
- 7 plans
- 1,000 to 4,999 participants
- 1 plans
By service code
- Investment advisory (participants)
- 44 plans
- Investment advisory (plan)
- 44 plans
- Investment management
- 44 plans
- Named fiduciary
- 44 plans
By state of the plan sponsor
- California
- 23 plans
- Florida
- 1 plans
- Illinois
- 1 plans
- Maryland
- 1 plans
- Massachusetts
- 2 plans
- Missouri
- 1 plans
- New York
- 4 plans
- Ohio
- 1 plans
- Pennsylvania
- 1 plans
- Texas
- 4 plans
- Virginia
- 3 plans
- Washington
- 1 plans
- Wisconsin
- 1 plans
Cite this page
My Plan Facts. "Gusto Investment Services, LLC." https://myplanfacts.com/provider/gusto-investment-services-llc/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.
Where this page gets its figures
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, Schedule C Part I line 2. The datasets are in the public domain. The site groups the rows by the EIN that each plan gives for the provider. A row without an EIN goes to the EIN that plans give most for the same name. A provider that fewer than 25 plans name has no page. How the figures are made. Report an error.
Search engines do not list this page. The site asks for 50 plans or more that name a provider.
Questions
How much did a plan report for this organisation?
The median was $42.67 for each participant, across 44 plans that reported an amount for plan year 2024. The middle half of the plans reported $33.59 to $57.40. The amount depends on the services that a plan buys.
Which services do the plans report?
44 plans report the service code 26: Investment advisory (participants). 44 plans report the service code 27: Investment advisory (plan). 44 plans report the service code 28: Investment management.
Why is a plan not on the list?
Schedule C lists a provider only when the plan paid it $5,000 or more. Only plans with 100 or more participants file Schedule C. The site groups the rows by the EIN of the provider.