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Providers › Investment advisory and management

Service provider · Schedule C, plan year 2024

Stadion Money Management

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.

29plans naming this provider
9,598participant records in those plans
$654Kcompensation reported, direct and indirect
$75.86median reported per participant29 plans with an amount

Stadion Money Management is named as a service provider on the Schedule C of 29 retirement plans with 100 or more participants for plan year 2024, covering 9,598 participant records. Most often it is reported for investment advisory and management.

Reported compensation from those plans, direct and indirect, totalled $654K. Per plan, the median was $75.86 per participant, with the middle half of plans between $40.31 and $96.68. 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 Illinois (3), Florida (3) and Pennsylvania (3).

In 2019 it appeared on 33 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 plans25th percentileMedian75th percentile
Compensation per participant$40.31$75.86$96.68
Compensation as a share of plan net assets0.14%0.19%0.25%

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

2009: 02010: 02011: 02012: 02013: 02014: 02015: 02016: 02017: 02018: 02019: 332020: 482021: 432022: 412023: 352024: 300483020092012201620202024
Plans with 100+ participants naming this provider
2009: $02010: $02011: $02012: $02013: $02014: $02015: $02016: $02017: $02018: $02019: $602K2020: $821K2021: $819K2022: $599K2023: $621K2024: $691K$0$821K$691K20092012201620202024
Compensation reported by those plans

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

Investment management14
Investment advisory (participants)12
Investment advisory (plan)2
Other services2
Participant communication1
Recordkeeping and information management1

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
The Federal Savings Bank Retirement PlanThe Federal Savings BankIL1,444$48.8M$116K
The Arc of Union County, Inc. Retirement PlanThe Arc of Union County, Inc.NJ918$13.6M$19K
Whataburger of Alice 401(k) PlanWhataburger of AliceTX754$6.4M$38K
Ceda of Cook County, Inc. Savings PlanCommunity and Economic Development Association of Cook County, Inc.IL570$17.4M$26K
Rocky Vista University, LLC 401(k) Retirement PlanRocky Vista University, LLCCO561$26.1M$61K
Yellowjacket Oilfield Services 401(k) PlanYellowjacket Oilfield ServicesTX488$8.6M$17K
Max Home, LLC Employees Savings TrustMax Home, LLCMS477$2.2M$8,242
Riekes Equipment Company 401(k) Profit Sharing PlanRiekes Equipment CompanyNE337$21.0M$61K
Ibss 401(k) PlanInternational Business Sales & Services Corp.MD333$11.0M$25K
Rydell Automotive Group 401(k) PlanSan Fernando Valley Automotive, LLCCA281$12.9M$35K
Multistack, LLC 401(k) PlanMultistack, LLCWI264$8.2M$20K
Arnott Industries, Inc. Employee 401(k) PlanArnott Industries, Inc.FL253$6.9M$10K
CHN Housing Partners 401(k) Profit Sharing Plan & TrustCHN Housing PartnersOH246$9.6M$24K
Cority 401(k) PlanCority Software (USA) Inc.IL244$18.6M$16K
Dark Horse 401(k) Profit Sharing PlanDark Horse Comics, LLCOR213$8.9M$28K
Norder Supply, Inc. 401(k) Profit-Sharing PlanNorder Supply, Inc.NE210$14.6M$12K
McMichael & Gray, P.C. 401(k) PlanMcMichael & Gray, P.C.GA194$7.9M$16K
American Real Estate Partners 401(k) Profit Sharing Plan and TrustAmerican Real Estate Partners Management LLCVA190$15.3M$18K
Lighthouse Electric Company, Inc. 401(k) Retirement PlanLighthouse Electric Company, Inc.PA185$17.8M$2,328
W&L Mail Service, Inc. Retirement PlanW&L Mail Service, Inc.VA173$1.9M$2,878
3 Hearts LLC 401(k) Plan3 Hearts LLCSC157$197K$41
Butler County Childrens Center, Inc. Employees Savings TrustButler County Childrens Center Inc.PA157$5.6M$14K
DRS Holdings Incentive Savings PlanDRS Holdings, LLC, DBA DaidaNJ156$1.5M$4,997
Gunderlin, Ltd. Retirement Savings PlanGunderlin, Ltd.FL147$12.9M$24K
Schneller Plumbing Heating & Air Inc. 401(k) PlanSchneller Plumbing Heating & Air Inc.OH142$4.5M$12K
Ifb 401(k) PlanInternational Finance BankFL136$5.2M$9,822
Plant Maintenance Service Corporation Retirement PlanPlant Maintenance Service CorporationTN124$8.9M$14K
American General Media Profit Sharing and 401(k) PlanAgm California Inc.CA122$7.4M$9,769
Trevdan, Inc. 401(k) PlanTrevdan, Inc.PA122$13.4M$10K

Questions and answers

How many plans does Stadion Money Management serve?

29 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 Stadion Money Management?

The median plan reported $75.86 per participant in direct and indirect compensation (29 plans reporting an amount), or 0.19% 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 (14 plans), Investment advisory (participants) (12 plans), Investment advisory (plan) (2 plans) and Other services (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.