Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Hauser Retirement Solutions 2 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.
For plan year 2024, 30 retirement plans with 100 or more participants reported paying Hauser Retirement Solutions 2 LLC $5,000 or more. Those plans cover 19,822 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $971K. Per plan, the median was $56.27 per participant, with the middle half of plans between $34.78 and $79.02. 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 California (3), Ohio (3) and Georgia (3).
In 2020 it appeared on 9 such filings; in 2024, 30. 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 | $34.78 | $56.27 | $79.02 |
| Compensation as a share of plan net assets | 0.14% | 0.20% | 0.26% |
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 |
|---|---|---|---|---|---|
| Behavioral Innovations Retirement Savings Plan | Monarch Behavioral Therapy Bii, LLC Dba/ Behavioral Innovations | TX | 2,857 | $4.7M | $20K |
| Community Care Partners Retirement Savings Plan | Community Care Partners, LLC | LA | 1,718 | $44.8M | $59K |
| Senta Partners 401(k) Retirement Plan | Senta Partners, LLC | GA | 1,210 | $53.8M | $66K |
| Barry's Bootcamp Holdings, LLC 401(k) Plan | Barry's Bootcamp Holdings, LLC | FL | 1,187 | $6.6M | $23K |
| U.S. Urology Partners 401(k) and Profit Sharing Plan | U.S. Urology Partners, LLC | TN | 1,175 | $144M | $70K |
| Excelin Home Health, LLC 401(k) Plan & Trust | Excelin Home Health, LLC | TX | 876 | $10.5M | $31K |
| Corsair Memory 401(k) Plan | Corsair Memory, Inc. | CA | 864 | $60.5M | $62K |
| CDM Holdings, LLC 401(k) Plan | CDM Fitness Holdings, LLC | MA | 779 | $3.7M | $13K |
| Aretum, LLC 401(k) Plan | Aretum, LLC | MD | 720 | $35.0M | $27K |
| Assembly Health Plan 401(k) | Preferred Podiatry Management LLC | IL | 713 | $16.7M | $24K |
| Cordental Group Management, LLC 401(k) Plan | Cordental Group Management, LLC | OH | 705 | $29.5M | $54K |
| University Clinical Health Employer Contribution Plan | Ut Medical Group, Inc. DBA University Clinical Health | TN | 691 | $34.5M | $33K |
| Cohere Beauty 401(k) Plan | Marianna Industries Incorporated | NE | 653 | $9.8M | $22K |
| Educationdynamics 401(k) Profit Sharing Plan | Educationdynamics | NJ | 647 | $29.1M | $40K |
| Lifelong Learner Holdings 401(k) Plan | Lifelong Learner Holdings, LLC | CA | 537 | $50.8M | $41K |
| Onsite Mammography LLC 401(k) Plan | Onsite Mammography, LLC | MA | 510 | $13.6M | $29K |
| Avaap USA, LLC 401(k) | Avaap USA, LLC | OH | 500 | $54.6M | $102K |
| Great Lakes Dental Partners 401(k) Plan | Great Lakes Dental Partners, LLC | IL | 370 | $5.8M | $20K |
| Kaleidoscope Animations, Inc. 401(k) Retirement Plan | Kaleidoscope Animations, Inc. | OH | 363 | $15.1M | $20K |
| Behavioral Framework, LLC 401(k) Plan | Behavioral Framework, LLC | MD | 345 | $2.9M | $5,624 |
| Motis Brands, Inc. 401(k) Plan | Motis Brands, Inc. | WI | 339 | $6.4M | $16K |
| Point C Retirement Savings Plan | Benefit Plan Administrators of Eau Claire | WI | 325 | $17.0M | $35K |
| Lockstep Technology 401(k) Plan | Lockstep Technology Group, LLC | GA | 289 | $11.4M | $22K |
| Vetncare Mso LLC 401(k) Plan | Vetncare Mso LLC | CA | 266 | $4.1M | $8,846 |
| Sentrics 401(k) Plan | Sentrics, Inc. | FL | 242 | $11.3M | $25K |
| Intero Digital 401(k) Plan | Intero Digital 401(k) Trust | CO | 233 | $9.3M | $25K |
| Adrenaline Retirement Savings Plan | Adrenaline, LLC | NH | 208 | $17.3M | $32K |
| World Class Technology 401(k) Plan | World Class Technology Corporation | OR | 194 | $5.0M | $16K |
| Astral Health & Beauty, Inc. Profit Sharing and 401(k) Plan | Astral Brands, Inc. | GA | 180 | $6.0M | $14K |
| Tides Medical, LLC 401(k) Plan | Tides Medical, LLC | LA | 126 | $4.4M | $15K |
Questions and answers
How many plans does Hauser Retirement Solutions 2 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 Hauser Retirement Solutions 2 LLC?
The median plan reported $56.27 per participant in direct and indirect compensation (30 plans reporting an amount), or 0.20% 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) (26 plans), Consulting (pension) (2 plans), Recordkeeping and information management (2 plans) and Trustee (bank, trust company, or similar financial institution) (2 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.