Leafhouse Financial Advisors LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Leafhouse Financial Advisors LLC is reported as a service provider on 228 loaded Form 5500 filing(s) across 228 plan sponsor(s) and 228 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,813,055 and reported indirect compensation totals $31,879.
Reported compensation summary
- Reported direct compensation
- $2,813,055
- Reported indirect compensation
- $31,879
- Total reported compensation
- $2,844,934
- Filings
- 228
- Plan sponsors
- 228
- Plans
- 228
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Fringe Benefit Group, Inc. | TX | 1 | $548,472 |
| Kasco, LLC | MI | 1 | $489,791 |
| Pwp Employer Lp | NY | 1 | $151,343 |
| Methodist Hospital Of Southern Ca | CA | 1 | $70,907 |
| Ksa Engineers, Inc. | TX | 1 | $56,598 |
| Certain Affinity, Inc. | TX | 1 | $37,579 |
| Cmg Mortgage, Inc. | CA | 1 | $36,965 |
| Brighton Center | TX | 1 | $34,427 |
| Lancaster-Fairfield Community Action Program, Inc. | OH | 1 | $30,324 |
| Prager Metis Cpas, LLC | NY | 1 | $28,474 |
State footprint
Plans reporting Leafhouse Financial Advisors LLC are sponsored in NY (23), TX (21), OH (16), UT (14), CA (11), PR (11), NJ (10), MA (7), IL (7), MN (6), GA (6), LA (6).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Fringe Benefit Group, Inc. | Contractors Retirement Plan Master Trust | 2023 | $548,472 | not reported in the loaded dataset |
| Kasco, LLC | Kasco Capricorn 401(K) Plan | 2023 | $489,791 | $0 |
| Pwp Employer Lp | Pwp 401(K) Plan | 2023 | $151,343 | not reported in the loaded dataset |
| Methodist Hospital Of Southern Ca | Methodist Hospital Of Southern California Retirement Savings Plan | 2023 | $70,907 | not reported in the loaded dataset |
| Ksa Engineers, Inc. | Ksa Engineers, Inc. Employee Savings And Protection Plan | 2023 | $56,598 | not reported in the loaded dataset |
| Certain Affinity, Inc. | Certain Affinity 401(K) Plan | 2023 | $37,579 | not reported in the loaded dataset |
| Cmg Mortgage, Inc. | Cmg Financial Services 401(K) Plan | 2023 | $36,965 | not reported in the loaded dataset |
| Brighton Center | Brighton Center 403b Employer-Sponsored Plan | 2023 | $34,427 | not reported in the loaded dataset |
| Lancaster-Fairfield Community Action Program, Inc. | Lancaster-Fairfield Cap, Inc. 401(K) Profit Sharing Plan | 2023 | $30,324 | not reported in the loaded dataset |
| Prager Metis Cpas, LLC | Prager Metis Cpas, LLC 401(K) Savings Plan I | 2023 | $28,474 | not reported in the loaded dataset |
| Theracare Of New York, Inc | Theracare 401(K) Savings Plan | 2023 | $0 | $27,166 |
| Rmf Engineering, Inc. | Rmf Engineering, Inc. 401(K) Plan | 2023 | $25,168 | not reported in the loaded dataset |
| Joeris General Contractors, Ltd. | Joeris General Contractors, Ltd. 401(K) Retirement Plan | 2023 | $22,335 | not reported in the loaded dataset |
| Nelson Brothers, Inc. | Nelson Brothers, Inc. Employee Capital Accumulation 401(K) Plan | 2023 | $20,591 | $0 |
| Eastern Metal Supply, Inc. | Eastern Metal Supply, Inc. 401(K) Profit Sharing Plan | 2023 | $20,303 | not reported in the loaded dataset |
| Impact Advisors, LLC | Impact Advisors, LLC 401(K) Plan | 2023 | $20,271 | not reported in the loaded dataset |
| Gem City Bone & Joint, P.C. | Gem City Bone & Joint, P.C. 401(K) Plan | 2023 | $19,603 | $0 |
| Tpn Holdings LLC | Tpn Holdings LLC 401(K) Plan | 2023 | $19,447 | not reported in the loaded dataset |
| Posillico Civil, Inc. | Posillico 401(K) Profit Sharing Plan | 2023 | $19,435 | not reported in the loaded dataset |
| Hancock Lumber Company, Inc. | Hancock Lumber Company, Inc. Profit Sharing/401(K) Plan | 2023 | $18,857 | $0 |
| Suse, LLC. | Suse 401(K) Plan | 2023 | $18,649 | not reported in the loaded dataset |
| Bonney Forge Corp | Bonney Forge Corp Deferred Profit Sharing Plan | 2023 | $18,292 | not reported in the loaded dataset |
| Asi | Asi 401(K) Profit Sharing Plan | 2023 | $18,183 | not reported in the loaded dataset |
| Hunter, Maclean, Exley & Dunn, P.C. | Hunter, Maclean, Exley & Dunn, P.C. 401(K) Profit Sharing Plan | 2023 | $17,991 | not reported in the loaded dataset |
| X-Fab Texas, Inc. | X-Fab Texas, Inc. Employees 401(K) Profit Sharing Plan | 2023 | $17,494 | not reported in the loaded dataset |
| The De Moya Group, Inc. | The De Moya Group, Inc. Profit Sharing Plan & Trust | 2023 | $17,183 | not reported in the loaded dataset |
| Altais Health Solutions | Altais Health Solutions 401(K) Plan | 2023 | $17,000 | not reported in the loaded dataset |
| Fyda, Inc. | Fyda, Inc. 401(K) Plan | 2023 | $16,887 | not reported in the loaded dataset |
| Atlanta Dental Supply Company | Atlanta Dental Supply Company Employees Retirement Plan And Trust | 2023 | $16,869 | not reported in the loaded dataset |
| Smi Imaging, LLC | Simonmed 401(K) Profit Sharing Plan | 2023 | $15,869 | not reported in the loaded dataset |
| Ranch And Home Supply, LLC | Ranch And Home Supply, LLC 401(K) Plan | 2023 | $15,280 | not reported in the loaded dataset |
| Alfasigma Usa, Inc. | Alfasigma Usa, Inc. 401(K) Plan | 2023 | $14,828 | $0 |
| Sps New England, Inc. | Sps New England, Inc. Profit Sharing/Retirement Plan | 2023 | $14,610 | not reported in the loaded dataset |
| United Radio, Inc. | United Radio, Inc. 401(K) Retirement Plan | 2023 | $14,569 | not reported in the loaded dataset |
| Carerite Centers, LLC | Carerite Centers, LLC 401(K) Plan | 2023 | $14,435 | not reported in the loaded dataset |
| Community Care Of North Carolina, Inc. | Community Care Of North Carolina, Inc 401(K) Plan | 2023 | $14,394 | not reported in the loaded dataset |
| Time Equities, Inc. | Time Equities, Inc. 401(K) Profit Sharing Plan & Trust | 2023 | $14,329 | $0 |
| Rite Of Passage, Inc. | Rite Of Passage, Inc. 401k Plan | 2023 | $14,302 | not reported in the loaded dataset |
| Amarin Pharma Inc. | Amarin Pharma Inc. 401(K) Plan | 2023 | $13,958 | not reported in the loaded dataset |
| Insight Sourcing Group, Inc. | Insight Sourcing Group, Inc. 401(K) Profit Sharing Plan | 2023 | $13,210 | not reported in the loaded dataset |
| Planesense, Inc. | Planesense, Inc. 401(K) Plan | 2023 | $12,649 | not reported in the loaded dataset |
| Neill Corporation | Neill Corporation 401(K) Profit Sharing Plan & Trust | 2023 | $12,561 | not reported in the loaded dataset |
| Harvey Tool Company, LLC | Harvey Tool Company, LLC 401(K) Retirement Plan | 2023 | $12,229 | not reported in the loaded dataset |
| Louisville Paving Company, Inc. | Lpx, Inc. & Subsidiaries 401k Retirement Savings Plan | 2023 | $12,185 | not reported in the loaded dataset |
| Goodwin University, Inc. | Goodwin University Savings And Retirement Plan | 2023 | $11,259 | not reported in the loaded dataset |
| E.I. Microcircuits, Inc. | E.I. Microcircuits 401(K) Profit Sharing Plan | 2023 | $11,164 | not reported in the loaded dataset |
| Ccfi Companies, LLC | Ccfi Companies, LLC 401(K) Plan | 2023 | $10,915 | not reported in the loaded dataset |
| Oakstar Bank | The Oakstar Bank 401(K) Plan | 2023 | $10,811 | not reported in the loaded dataset |
| Oec Graphics, Inc. | Oec Graphics, Inc. Retirement Plan | 2023 | $10,485 | not reported in the loaded dataset |
| Burd & Fletcher Company | Burd & Fletcher Company 401(K) Profit Sharing Plan | 2023 | $10,445 | not reported in the loaded dataset |
Related Form 5500 pages
- Contractors Retirement Plan Master Trust (plan 001)
- Fringe Benefit Group, Inc. — all reported plans
- Kasco Capricorn 401(K) Plan (plan 001)
- Kasco, LLC — all reported plans
- Pwp 401(K) Plan (plan 001)
- Pwp Employer Lp — all reported plans
- Methodist Hospital Of Southern California Retirement Savings Plan (plan 004)
- Methodist Hospital Of Southern Ca — all reported plans
- Ksa Engineers, Inc. Employee Savings And Protection Plan (plan 001)
- Ksa Engineers, Inc. — all reported plans
- Certain Affinity 401(K) Plan (plan 001)
- Certain Affinity, Inc. — all reported plans
- Cmg Financial Services 401(K) Plan (plan 001)
- Cmg Mortgage, Inc. — all reported plans
- Brighton Center 403b Employer-Sponsored Plan (plan 001)
- Brighton Center — all reported plans
- Lancaster-Fairfield Cap, Inc. 401(K) Profit Sharing Plan (plan 002)
- Lancaster-Fairfield Community Action Program, Inc. — all reported plans
- Prager Metis Cpas, LLC 401(K) Savings Plan I (plan 003)
- Prager Metis Cpas, LLC — all reported plans
- Theracare 401(K) Savings Plan (plan 001)
- Theracare Of New York, Inc — all reported plans
- Rmf Engineering, Inc. 401(K) Plan (plan 001)
- Rmf Engineering, Inc. — all reported plans
- Joeris General Contractors, Ltd. 401(K) Retirement Plan (plan 001)
- Joeris General Contractors, Ltd. — all reported plans
- Nelson Brothers, Inc. Employee Capital Accumulation 401(K) Plan (plan 002)
- Nelson Brothers, Inc. — all reported plans
- Eastern Metal Supply, Inc. 401(K) Profit Sharing Plan (plan 001)
- Eastern Metal Supply, Inc. — all reported plans
- Impact Advisors, LLC 401(K) Plan (plan 001)
- Impact Advisors, LLC — all reported plans
- Gem City Bone & Joint, P.C. 401(K) Plan (plan 003)
- Gem City Bone & Joint, P.C. — all reported plans
- Tpn Holdings LLC 401(K) Plan (plan 001)
- Tpn Holdings LLC — all reported plans
- Posillico 401(K) Profit Sharing Plan (plan 003)
- Posillico Civil, Inc. — all reported plans
- Hancock Lumber Company, Inc. Profit Sharing/401(K) Plan (plan 001)
- Hancock Lumber Company, Inc. — all reported plans
- Suse 401(K) Plan (plan 001)
- Suse, LLC. — all reported plans
- Bonney Forge Corp Deferred Profit Sharing Plan (plan 001)
- Bonney Forge Corp — all reported plans
- Asi 401(K) Profit Sharing Plan (plan 001)
- Asi — all reported plans
- Hunter, Maclean, Exley & Dunn, P.C. 401(K) Profit Sharing Plan (plan 001)
- Hunter, Maclean, Exley & Dunn, P.C. — all reported plans
- X-Fab Texas, Inc. Employees 401(K) Profit Sharing Plan (plan 001)
- X-Fab Texas, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources