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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.

34plans naming this provider
32,722participant records in those plans
$702Kcompensation reported, direct and indirect
$52.46median reported per participant34 plans with an amount

Stadion Money Management is named as a service provider on the Schedule C of 34 retirement plans with 100 or more participants for plan year 2024, covering 32,722 participant records. Most often it is reported for investment advisory and management.

Reported compensation from those plans, direct and indirect, totalled $702K. Per plan, the median was $52.46 per participant, with the middle half of plans between $28.94 and $102. 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 (4), Missouri (3) and Pennsylvania (3).

In 2009 it appeared on 127 such filings; in 2024, 34 (down 73%). 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$28.94$52.46$102
Compensation as a share of plan net assets0.12%0.24%0.33%

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: 1272010: 1642011: 1972012: 2262013: 2872014: 2822015: 2462016: 2082017: 1752018: 1432019: 882020: 672021: 632022: 562023: 322024: 341272873420092012201620202024
Plans with 100+ participants naming this provider
2009: $4.4M2010: $3.9M2011: $5.4M2012: $5.1M2013: $6.1M2014: $6.1M2015: $4.3M2016: $3.5M2017: $2.7M2018: $2.1M2019: $1.2M2020: $976K2021: $955K2022: $841K2023: $546K2024: $702K$4.4M$6.1M$702K20092012201620202024
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 advisory (participants)32
Other services1
Contract Administrator1
Investment advisory (plan)1

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Open PEPPlan Professionals, LLCNJ20,927$354M$66K
GPS Hospitality 401(k) PlanGPS Hospitality, LLCGA3,839$4.7M$18K
HTH Companies, Inc. Retirement PlanHTH Companies, Inc.MO625$7.2M$2,316
Alvis, Inc. 401(k) Profit Sharing PlanAlvis, Inc.OH488$6.2M$26K
Shaft Drillers International, LLC 401(k) Profit Sharing PlanShaft Drillers International, LLCPA464$15.2M$39K
F.L. Crane & Sons, Inc. 401(k) PlanF.L. Crane & Sons, Inc.MS427$20.5M$67K
Allan Gerke & Sons, Inc. 401(k) PlanAllan Gerke & Sons, Inc.WI404$11.5M$32K
Hawthorne Foundation Inc. Retirement Plan & TrustHawthorne Foundation, Inc.NY339$7.2M$15K
Framestore Inc. 401(k) PlanFramestore Inc.NY329$9.6M$12K
BLD Connection 401(k) Multiple Employer PlanBLD Connection, Inc.MN322$17.1M$57K
The Krumland Co., LLC 401(k) PlanThe Krumland Company, LLCNM299$11.3M$13K
President Container Group II, LLC 401(k) PlanPresident Container Group II, LLCNJ250$12.4M$39K
Lamberts Cafe Inc. 401(k) Profit Sharing Plan and TrustLamberts Cafe Inc.MO246$4.0M$8,196
The Baughan Group 401(k) PlanThe Baughan GroupWV238$5.8M$13K
Acumera, Inc. 401(k) PlanAcumera, Inc.TX230$4.1M$12K
Wings N More Restaurants LLC 401(k) PlanWings N More Restaurants LLCTX228$5.1M$4,269
Sdi Gas, LLC Profit Sharing PlanSdi Gas LLCPA225$5.6M$11K
Employee Benefit Plan Habitat for Humanity Central ArizonaHabitat for Humanity Central ArizonaAZ223$6.1M$22K
Avant Communications LLC 401(k) PlanAvant Communications LLCIL223$11.3M$29K
Holzhauer 401(k) and Profit Sharing PlanHolzhauer Auto & Truck Sales, Inc.IL220$4.3M$4,103
Native Energy & Technology, Inc. 401(k) Profit Sharing PlanNative Energy & Technology, Inc.TX188$3.5M$4,284
Sutphen Corp. Members of Teamsters Local 284 401(k) PlanSutphen CorporationOH187$3.5M$13K
Paul Snider Enterprises Profit Sharing Plan and TrustSnider Motors Inc.CA184$16.8M$5,057
Woltz & Wind Ford, Inc. & Washington Ford, Inc. Retirement Savings PlanWoltz & Wind Ford, Inc.PA180$13.0M$391
Division 5, LLC Profit Sharing PlanDivision 5, LLC.GA177$6.9M$10K
Nylsi, Inc. DBA Sunrise Toyota Scion 401(k) PlanNylsi, Inc. DBA Sunrise Toyota ScionNY176$7.6M$32K
Bootheel Counseling Services Retirement PlanBootheel Counseling Services, Inc.MO168$5.9M$17K
Sterett Companies, LLC 401(k) Profit Sharing PlanSterett Companies, LLCKY157$4.1M$17K
Wasatch Homeless Health Care, Inc. 401(k) PlanWasatch Homeless Health Care, Inc. DBA 4th Street ClinicUT150$3.6M$525
Westmoor Manufacturing Company Profit Sharing Plan and TrustWestmoor Manufacturing CompanyTX141$9.6M$5,899
K-W Electric 401(K)/RETIREMENT PlanK-W Electric, Inc.WI133$14.2M$47K
Masami Foods, Inc. 401(k) Profit Sharing PlanMasami Foods, Inc.OR123$1.6M$5,183
Dundee Citrus Growers Association Savings PlanDundee Citrus Growers AssociationFL106$11.5M$47K
Nebraska Children's Home Society 401(k) Retirement PlanNebraska Children's Home SocietyNE106$3.2M$6,551

Questions and answers

How many plans does Stadion Money Management serve?

34 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 $52.46 per participant in direct and indirect compensation (34 plans reporting an amount), or 0.24% 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 (participants) (32 plans), Other services (1 plans), Contract Administrator (1 plans) and Investment advisory (plan) (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.