Plans listing this provider
155
0.27% of the 56,420 plans with Schedule H financials; 148 in 2023
Providers › Leafhouse Financial Advisors, LLC
Leafhouse Financial Advisors, LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $1,075,017
Assets of those plans
$3,024,649,045
0.04% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,075,017
99% 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 |
|---|---|---|
| 99 | Other fees | 86 |
| 27 | Investment advisory (plan) | 69 |
| 50 | Direct payment from the plan | 2 |
| 28 | Investment management | 2 |
| 16 | Consulting (general) | 1 |
| 26 | Investment advisory (participants) | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| CMG Financial 401(k) Plan | CMG Mortgage Inc. DBA CMG Financial | $163,520,110 | 2,595 | $34,573 |
| Scripps Coastal Medical Group, Inc. Retirement Savings Plan | San Diego Coastal Medical Group | $136,474,001 | 337 | $12,353 |
| Bama Profit Sharing Plan | Bama Companies | $78,198,360 | 1,054 | $14,902 |
| Ccfi Companies, LLC 401(k) Plan | Ccfi Companies | $68,540,198 | 1,205 | $12,677 |
| RMF Engineering, Inc. 401(k) Plan | RMF Engineering | $67,988,540 | 347 | $29,513 |
| Sonterra Medical Management Group Profit Sharing 401(k) Plan | Sonterra Medical Management Group | $59,533,293 | 646 | $18,189 |
| Suse 401(k) Plan | Suse | $58,697,795 | 906 | $25,708 |
| Impact Advisors, LLC 401(k) Plan | Impact Advisors | $58,383,362 | 525 | $26,342 |
| Fyda, Inc. 401(k) Plan | Fyda | $54,702,979 | 471 | $19,933 |
| Americantcs 401(k) Plan | Americantcs Fiduciary Services | $54,150,571 | 1,487 | $17,593 |
| Simonmed 401(k) Profit Sharing Plan | Simonmed Imaging | $50,114,834 | 4,552 | $21,616 |
| Eastern Metal Supply, Inc. 401(k) Profit Sharing Plan | Eastern Metal Supply | $49,637,214 | 982 | $23,371 |
| Hancock Lumber Company, Inc. Profit Sharing/401(k) Plan | Hancock Lumber | $47,026,609 | 820 | $22,583 |
| Hugg & Hall Equipment 401(k) Profit Sharing Plan | Hugg & Hall Equipment | $45,594,461 | 830 | $14,247 |
| ASI 401(k) Profit Sharing Plan | ASI | $45,587,245 | 288 | $21,442 |
| The de Moya Group, Inc. Profit Sharing Plan & Trust | de Moya Group | $44,391,439 | 380 | $8,109 |
| SPS New England, Inc. Profit Sharing/retirement Plan | SPS New England | $42,204,487 | 296 | $16,601 |
| Community Care of North Carolina, Inc 401(k) Plan | Community Care of North Carolina | $39,577,797 | 573 | $17,889 |
| Altais Health Solutions 401(k) Plan | Altais Health Solutions | $38,809,028 | 562 | $20,567 |
| CDR Companies 401(k) Plan | CDR Maguire | $36,899,375 | 952 | $17,321 |
| United Radio, Inc. 401(k) Retirement Plan | United Radio | $36,774,669 | 581 | $17,185 |
| Harvey Tool Company, LLC 401(k) Retirement Plan | Harvey Tool | $36,449,036 | 538 | $15,436 |
| The Stephens Group, LLC 401(k) Plan | Stephens Group | $32,979,822 | 112 | $1,437 |
| Evans General Contractors, LLC 401(k) Plan | Evans General Contractors | $32,751,565 | 482 | $13,355 |
| Metric Engineering Savings and Retirement Plan | Metric Engineering | $32,030,943 | 432 | $5,911 |
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.