Filings through .
Hays Financial Group
Matched across 17 name variants in the filings
Hays Financial Group summary
Hays Financial Group appears on 73 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.7B in assets for 63,694 participants. The median client plan holds $22.4M. Most client plans are sponsored in MN, MA and TX. The largest clients by plan assets are American Equity Investment Life Insurance Company, Coborn's Incorporated and Minnesota Best Maid Cookie Co., Inc.. Plans reported $2.8M in direct and indirect compensation paid to Hays Financial Group. The median is $38K per plan.
- Participants
- 63,694
- Median plan assets
- $22.4M
- Median plan participants
- 479
- Median fees per plan
- $38K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| American Equity Investment Life Insurance Company | IA | $182M | 1,141 |
| Coborn's Incorporated | MN | $180M | 8,153 |
| Minnesota Best Maid Cookie Co., Inc. | MN | $154M | 3,680 |
| American Equity Investment Life Holding Company | IA | $153M | 1,084 |
| Arctic Wolf Networks, Inc. | MN | $132M | 1,785 |
| Everbridge, Inc. | VA | $114M | 1,120 |
| Empirical Technology, Inc. | SD | $104M | 1,641 |
| Skywater Technology Foundry, Inc. | MN | $86.4M | 1,849 |
| Versant Health Holdco, Inc. | NY | $79.8M | 1,324 |
| Baldor Professional Services, LLC | NY | $78.4M | 3,103 |
| Simplisafe, Inc. | MA | $74.3M | 1,407 |
| Eye Health America, LLC | SC | $64.2M | 1,665 |
| Sunbelt Solomon Services, LLC | KS | $57.0M | 1,640 |
| Ruffalo Noel Levitz | IA | $54.2M | 560 |
| Christensen Farms & Feedlots, Inc. | MN | $53.8M | 1,263 |
| Tgi Friday's Inc. | TX | $52.3M | 2,086 |
| Hal Leonard LLC | WI | $49.8M | 431 |
| Beginnings Credit Union | NY | $40.7M | 286 |
| Astrup Drug, Inc. | MN | $40.6M | 617 |
| Cloud Sports Data LLC | MN | $38.0M | 599 |
| Uhl Company, Inc. | MN | $36.6M | 226 |
| Berexco LLC | KS | $35.6M | 239 |
| Planned Parenthood North Central States | MN | $32.6M | 688 |
| Swanson Health Products, Inc. | ND | $32.2M | 613 |
| Midcountry Bank | MN | $31.8M | 333 |
- IAParticipants 1,141
- MNParticipants 8,153
- MNParticipants 3,680
- IAParticipants 1,084
- MNParticipants 1,785
- Everbridge, Inc.$114MVAParticipants 1,120
- SDParticipants 1,641
- MNParticipants 1,849
- NYParticipants 1,324
- NYParticipants 3,103
- Simplisafe, Inc.$74.3MMAParticipants 1,407
- Eye Health America, LLC$64.2MSCParticipants 1,665
- KSParticipants 1,640
- Ruffalo Noel Levitz$54.2MIAParticipants 560
- MNParticipants 1,263
- Tgi Friday's Inc.$52.3MTXParticipants 2,086
- Hal Leonard LLC$49.8MWIParticipants 431
- Beginnings Credit Union$40.7MNYParticipants 286
- Astrup Drug, Inc.$40.6MMNParticipants 617
- Cloud Sports Data LLC$38.0MMNParticipants 599
- Uhl Company, Inc.$36.6MMNParticipants 226
- Berexco LLC$35.6MKSParticipants 239
- MNParticipants 688
- NDParticipants 613
- Midcountry Bank$31.8MMNParticipants 333
Top client states
- MN18 plans
- MA7 plans
- TX7 plans
- WI6 plans
- IA4 plans
Frequently asked questions
- Who uses Hays Financial Group?
- 73 retirement plans list Hays Financial Group as a service provider on Schedule C of Form 5500. The largest clients by plan assets include American Equity Investment Life Insurance Company, Coborn's Incorporated, Minnesota Best Maid Cookie Co., Inc., American Equity Investment Life Holding Company and Arctic Wolf Networks, Inc.. Most client plans are sponsored in MN, MA and TX.
- How many plans does Hays Financial Group serve?
- Hays Financial Group serves 73 retirement plans with $2.7B in plan assets and 63,694 participants, based on the latest Form 5500 filings through 2024.
- What does Hays Financial Group charge?
- Plans reported $2.8M in total Schedule C compensation paid to Hays Financial Group. The median plan paid $38K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
See full Hays Financial Group analytics with Pro. Pro is free for 7 days and then costs $49 a month.
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Hays Financial Group as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Capital Group | 4 |
| Fidelity (FMR) | 4 |
| JPMorgan | 4 |
| Vanguard | 3 |
| T. Rowe Price | 2 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.