Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Leafhouse Financial Advisors, 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, 285 retirement plans with 100 or more participants reported paying Leafhouse Financial Advisors, LLC $5,000 or more. Those plans cover 156,322 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $2.4M. Per plan, the median was $15.73 per participant, with the middle half of plans between $6.85 and $28.89. 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 (24), California (20) and New York (19).
In 2014 it appeared on 14 such filings; in 2024, 287. 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 | $6.85 | $15.73 | $28.89 |
| Compensation as a share of plan net assets | 0.03% | 0.04% | 0.05% |
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 |
|---|---|---|---|---|---|
| Simonmed 401(k) Profit Sharing Plan | Simonmed Imaging, Inc. | AZ | 4,818 | $50.1M | $22K |
| Sonida Senior Living 401(k) Plan | Sonida Senior Living, Inc. | TX | 4,637 | $20.2M | $9,248 |
| Fpi Management, Inc. 401(k) Plan | Fpi Management, Inc. | CA | 4,448 | $23.2M | $1,679 |
| Agc of America, SD Chapter, Inc. 401(k) Profit Sharing Plan | Agc of America, SD Chapter, Inc. 401(k) Profit Sharing Plan | CA | 4,403 | $171M | $55K |
| Eduro Healthcare Retirement Plan | Eduro Healthcare, LLC | UT | 4,225 | $27.9M | $12K |
| CMG Financial 401(k) Plan | CMG Mortgage, Inc. DBA CMG Financial | CA | 4,012 | $164M | $35K |
| Americantcs 401(k) Plan | Americantcs Fiduciary Services, LLC | PA | 3,341 | $54.2M | $18K |
| Carerite Centers, LLC 401(k) Plan | Carerite Centers, LLC | NJ | 2,657 | $31.8M | $16K |
| Ccfi Companies, LLC 401(k) Plan | Ccfi Companies, LLC | OH | 2,297 | $68.5M | $13K |
| Ranch and Home Supply, LLC 401(k) Plan | Ranch and Home Supply, LLC | MT | 2,272 | $40.9M | $19K |
| Bill Miller Bar-B-Q Enterprises, LLC 401(k) Profit Sharing Plan | Bill Miller Bar-B-Q Enterprises, LLC | TX | 2,095 | $23.7M | $9,223 |
| Americas 403(b) PEP | Americantcs Fiduciary Services, LLC | PA | 1,776 | $73.2M | $8,439 |
| Quality Select 401(k) Plan | Quality Pork Processors, Incorporated | TX | 1,683 | $28.0M | $2,336 |
| 403(b) Thrift Plan for Eihab Human Services, Inc. | Eihab Human Services, Inc. | NY | 1,669 | $7.7M | $2,806 |
| Methodist Hospital of Southern California Retirement Savings Plan | Methodist Hospital of Southern Ca | CA | 1,583 | $202M | $80K |
| W.W. Wood Products, Inc. 401(k) Plan | W. W. Wood Products, Inc. | MO | 1,566 | $29.4M | $15K |
| Dgoc Employee Savings Plan | Diversified Gas & Oil Corporation | AL | 1,545 | $110M | $39K |
| Ithr 401(k) Plan | Intandem Human Resources, LLC | CO | 1,516 | $49.0M | $18K |
| Invo PEO, Inc. 401(k) Plan | Invo PEO, Inc. | TN | 1,447 | $14.4M | $7,328 |
| Rite of Passage, Inc. 401(k) Plan | Rite of Passage, Inc. | NV | 1,415 | $34.3M | $17K |
| Bradford Health Services 401(k) Profit Sharing Pla | Bradford Health Services | AL | 1,294 | $11.7M | $5,628 |
| Neill Corporation 401(k) Profit Sharing Plan & Trust | Neill Corporation | LA | 1,269 | $34.5M | $18K |
| CDR Companies 401(k) Plan | CDR Maguire, Inc. | FL | 1,252 | $36.9M | $17K |
| Theracare 401(k) Savings Plan | Theracare of New York, Inc. | NY | 1,189 | $29.8M | $29K |
| Pensacola Health Partners 401(k) Plan | Pensacola Health Partners | KY | 1,155 | $2.2M | $868 |
| Ramaco Resources, Inc. 401(k) Plan | Ramaco Resources, Inc. | KY | 1,155 | $28.5M | $12K |
| PWP 401(k) Plan | PWP Employer LP | NY | 1,136 | $172M | $40K |
| Metrea LLC 401(k) Plan | Metrea Management LLC | OK | 1,114 | $56.7M | $11K |
| Bama Profit Sharing Plan | The Bama Companies, Inc. | OK | 1,060 | $78.2M | $15K |
| Eastern Metal Supply, Inc. 401(k) Profit Sharing Plan | Eastern Metal Supply, Inc. | FL | 1,020 | $49.5M | $23K |
| Domo, Inc. 401(k) Plan | Domo, Inc. | UT | 1,017 | $123M | $44K |
| Hormann LLC Employees Salary Savings Plan | Hormann LLC | IL | 1,010 | $29.0M | $13K |
| Goodwin University Savings and Retirement Plan | Goodwin University, Inc. | CT | 999 | $31.2M | $5,652 |
| Dental Depot 401(k) Plan | Dental Depot Dso, LLC | OK | 971 | $10.6M | $1,794 |
| Suse 401(k) Plan | Suse, LLC. | UT | 947 | $58.7M | $26K |
| Southern Mail Service, Inc. Retirement Plan | Southern Mail Service, Inc. | TX | 914 | $11.3M | $5,417 |
| Turenne & Associates, LLC and Affiliates 401(k) Plan | Turenne & Associates, LLC | AL | 869 | $29.0M | $13K |
| Taco Aloha, Inc. 401(k) Plan | Taco Aloha, Inc. | HI | 862 | $14.4M | $7,722 |
| Hugg & Hall Equipment 401(k) Profit Sharing Plan | Hugg & Hall Equipment Co. | AR | 859 | $45.6M | $14K |
| Hancock Lumber Company, Inc. Profit SHARING/401(K) Plan | Hancock Lumber Company, Inc. | ME | 841 | $47.0M | $23K |
Questions and answers
How many plans does Leafhouse Financial Advisors, LLC serve?
285 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 Leafhouse Financial Advisors, LLC?
The median plan reported $15.73 per participant in direct and indirect compensation (282 plans reporting an amount), or 0.04% 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) (141 plans), Investment advisory (participants) (27 plans), Investment management (13 plans) and Consulting (general) (6 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.