Plans listing this provider
113
0.20% of the 56,420 plans with Schedule H financials; 93 in 2023
Providers › Leafhouse Financial Advisors, LLC
Leafhouse Financial Advisors, LLC
- Service provider, as named on Schedule C
- EIN 264311657
- Plan year 2024
- Direct compensation reported $1,165,610
Assets of those plans
$2,819,909,643
0.04% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,165,610
95% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 64 |
| 26 | Investment advisory (participants) | 26 |
| 99 | Other fees | 21 |
| 28 | Investment management | 7 |
| 16 | Consulting (general) | 5 |
| 50 | Direct payment from the plan | 5 |
| 53 | Insurance brokerage commissions and fees | 5 |
| 51 | Investment management fees paid directly by plan | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| PWP 401(k) Plan | PWP Employer | $171,820,082 | 1,133 | $40,448 |
| AGC of America, SD Chapter, Inc. 401(k) Profit Sharing Plan | AGC of America SD Chapter Inc. 401(k) Profit Sharing Plan | $170,662,607 | 3,706 | $55,225 |
| Domo, Inc. 401(k) Plan | Domo | $123,413,127 | 942 | $43,821 |
| DGOC Employee Savings Plan | Diversified Gas & Oil | $110,185,249 | 1,538 | $0 |
| Posillico 401(k) Profit Sharing Plan | Posillico Civil | $66,032,185 | 533 | $24,012 |
| Metrea LLC 401(k) Plan | Metrea Management | $56,667,961 | 1,045 | $10,599 |
| Joeris Group Holdings, LLC 401(k) Retirement Plan | Joeris General Contractors | $56,485,188 | 752 | $15,985 |
| Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan | Nelson Brothers | $54,839,009 | 608 | $25,114 |
| Buckley Associates, Inc. 401(k) Profit Sharing Plan | Buckley Associates | $51,448,191 | 206 | $11,512 |
| Ithr 401(k) Plan | Intandem Human Resources | $49,041,301 | 964 | $17,655 |
| X-fab Texas, Inc. Employees 401(k) Profit Sharing Plan | X-fab Texas | $48,536,797 | 526 | $18,888 |
| Madison / Standard Electric 401(k) Plan | Madison Electric | $46,407,306 | 328 | $16,526 |
| Cope Plastics, Inc. Profit Sharing Plan | Cope Plastics | $44,952,340 | 406 | $8,599 |
| Hunter, Maclean, Exley & Dunn, P.C. 401(k) Profit Sharing Plan | Hunter Maclean Exley & Dunn | $44,016,351 | 131 | $17,688 |
| Prager Metis Cpas, LLC 401(k) Savings Plan I | Prager Metis Cpas | $40,107,752 | 544 | $35,861 |
| Quandel Enterprises, LLC and Subsidiaries Retirement Savings Plan | Quandel Enterprises | $39,679,803 | 325 | $12,014 |
| Acuative Corporation 401(k) Plan | Acuative | $37,572,241 | 522 | $16,400 |
| Planesense, Inc. 401(k) Plan | PlaneSense | $36,180,443 | 528 | $34,113 |
| LPX, Inc. & Subsidiaries 401(k) Retirement Savings Plan | Louisville Paving | $35,443,469 | 730 | $17,925 |
| Prager Metis Cpas, LLC 401(k) Savings Plan II | Prager Metis Cpas | $34,952,408 | 286 | $30,778 |
| Allied Power Services 401(k) Plan | Allied Power Services | $34,846,859 | 466 | $15,469 |
| Barghausen Consulting Engineers, Inc. 401(k) Profit Sharing Plan & Trust | Barghausen Consulting Engineers | $34,768,042 | 314 | $13,431 |
| Neill Corporation 401(k) Profit Sharing Plan & Trust | Neill | $34,486,108 | 1,175 | $17,860 |
| Rite of Passage, Inc. 401(k) Plan | Rite of Passage | $34,297,086 | 721 | $16,503 |
| Hawkins Ash Cpas, LLP Retirement Plan | Hawkins Ash Cpas | $34,062,520 | 242 | $23,347 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.