Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Janus Funds
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, 35 retirement plans with 100 or more participants reported paying Janus Funds $5,000 or more. Those plans cover 36,506 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $121K. Per plan, the median was $16.79 per participant, with the middle half of plans between $16.79 and $16.79. 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 Texas (5), Pennsylvania (4) and Florida (4).
In 2009 it appeared on 15 such filings; in 2024, 36. 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 | $16.79 | $16.79 | $16.79 |
| Compensation as a share of plan net assets | 0.02% | 0.02% | 0.02% |
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 |
|---|---|---|---|---|---|
| Checkers Drive-In Restaurants, Inc. 401(k) Plan | Checkers Drive-In Restaurants, Inc. | FL | 10,719 | $6.8M | $0 |
| Insulators and Allied Workers National Pension Fun | Board of Trustees of the Insulators and Allied Workers National Pensio | FL | 7,203 | $596M | $121K |
| Francesca's Acquisition 401(k) Plan | Francesca's Acquisition, LLC | TX | 2,979 | $7.4M | $0 |
| Capital Blue Cross Employee Savings Plan | Capital Blue Cross | PA | 2,883 | $508M | $0 |
| Community Dental Partners 401(k) Plan | Strategic Dental Executives LLC DBA Community Dental Partners | TX | 1,237 | $11.0M | $0 |
| Wholestone Farms Cooperative Bargained Employees 401(k) Plan | Wholestone Farms Cooperative Inc. | NE | 1,177 | $27.9M | $0 |
| Ashley Furniture Homestore 401(k) Plan | Dufresne Spencer Group Holdings, LLC | TN | 975 | $28.8M | $0 |
| The Fikes Companies Profit Sharing Plan & Trust | Fikes Wholesale, LLC | TX | 721 | $10.5M | $0 |
| York Building Products Co. Inc. Profit Sharing Plan and Trust | York Building Products Co., Inc. | PA | 665 | $101M | $0 |
| University of Saint Mary 401(k) Retirement Savings Plan | University of Saint Mary, Inc. | KS | 626 | $14.2M | $0 |
| Revive 401(k) Plan | Revive Health Senior Center, LLC | NV | 583 | $3.2M | $0 |
| Ascent Industries Co. 401(k) Plan | Ascent Industries Co. | IL | 582 | $29.7M | $0 |
| Healthmap Solutions, Inc. 401(k) Plan | Healthmap Solutions, Inc. | FL | 579 | $16.1M | $0 |
| Thos Somerville Co. 401(k) Retirement Plan | Thos Somerville Co. | MD | 469 | $45.4M | $0 |
| Sunland Employee Leasing, LLC 401(k) Plan | Sunland Employee Leasing, LLC | TN | 444 | $2.9M | $0 |
| Inspire Communities, LLC 401(k) Plan | Inspire Communities, LLC | AZ | 387 | $4.0M | $0 |
| Omitron Inc. 401(k) Profit Sharing Plan | Omitron Inc. | MD | 380 | $67.1M | $0 |
| MetLife Legal Plans 401(k) Retirement Savings Plan | MetLife Legal Plans, Inc. | OH | 323 | $16.6M | $0 |
| Stewart & Tate Employees Profit Sharing Plan | Stewart & Tate, Inc. | PA | 314 | $27.9M | $0 |
| Blower-Dempsay Corporation Retirement Savings Plan | Blower-Dempsay Corporation | CA | 306 | $23.9M | $0 |
| Tri-Gas & Oil Co., Inc. 401(k) Profit Sharing Plan and Trust | Tri-Gas & Oil Co. Inc. | MD | 301 | $10.8M | $0 |
| Leafly Holdings Retirement Plan | Leafly Holdings, Inc. | WA | 296 | $8.9M | $0 |
| Concrete Pump Partners 401(k) Plan | Concrete Pump Partners | TN | 264 | $6.2M | $0 |
| Matter Brothers Furniture 401(k) Plan | Stewart's Sleep Center, Inc. | FL | 249 | $4.8M | $0 |
| Service Lighting and Electrical Supplies, Inc. Retirement Plan | Service Lighting and Electrical Supplies, Inc. DBA 1000 Bulbs.com | TX | 213 | $7.8M | $0 |
| Nite Ize, Inc. 401(k) Retirement Savings Plan | Nite Ize, Inc. | CO | 209 | $13.3M | $0 |
| JB Doors Company 401(k) Plan | JB Doors Company | MD | 189 | $20.8M | $0 |
| Bauer Equity Partners 401(k) Plan | Bauer Equity Partners | MO | 186 | $3.9M | $0 |
| Epsilyte Holdings LLC 401(k) Plan | Epsilyte Holdings, LLC | TX | 178 | $14.3M | $0 |
| Overseas Hardwoods Company 401(k) Plan | Overseas Hardwoods Company | AL | 170 | $12.0M | $0 |
| Endotronix, Inc. 401(k) Plan | Endotronix, Inc. | IL | 157 | $9.1M | $0 |
| Heritage & Est 401(k) Plan | Eastern Shore Transport, LLC | PA | 145 | $8.7M | $0 |
| Association of the United States Army Inc. Retirement Plan | Assoc of the United States Army Inc. | VA | 136 | $25.4M | $0 |
| Creature Comforts Brewing Company, LLC 401(k) Plan | Creature Comforts Brewing Company, | GA | 133 | $2.4M | $0 |
| Cti III LLC 401(k) Profit Sharing Plan and Trust | Cti III LLC | CA | 128 | $8.3M | $0 |
Questions and answers
How many plans does Janus Funds serve?
35 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 Janus Funds?
The median plan reported $16.79 per participant in direct and indirect compensation (1 plans reporting an amount), or 0.02% 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 management (33 plans), Recordkeeping and information management (1 plans), Trustee (bank, trust company, or similar financial institution) (1 plans) and Trustee (directed) (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.