Filings through .
Human Interest Advisor LLC
Matched across 16 name variants in the filings
Human Interest Advisor LLC summary
Human Interest Advisor LLC appears on 216 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.2B in assets for 70,345 participants. The median client plan holds $3.8M. Most client plans are sponsored in CA, NY and TX. The largest clients by plan assets are PT&C Group LLC, Oddball, Inc. and Ninjaone, LLC. Plans reported $4.0M in direct and indirect compensation paid to Human Interest Advisor LLC. The median is $15K per plan.
- Participants
- 70,345
- Median plan assets
- $3.8M
- Median plan participants
- 209
- Median fees per plan
- $15K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| PT&C Group LLC | UT | $41.8M | 1,212 |
| Oddball, Inc. | VA | $27.8M | 388 |
| Ninjaone, LLC | FL | $21.4M | 1,063 |
| Modern Life Inc. | CA | $20.8M | 445 |
| Alphonso, Inc. | CA | $20.7M | 302 |
| Gilleland Chevrolet Cadillac, Inc. | MN | $20.1M | 370 |
| Revamp Engineering, Inc. | CA | $17.7M | 202 |
| Yosemite Pathology Medical Group, Inc. | CA | $17.4M | 208 |
| Watershed Technology, Inc. | CA | $17.0M | 352 |
| Descript, Inc. | CA | $15.6M | 226 |
| Enveda Therapeutics, Inc. | CO | $15.1M | 209 |
| Roadie, Inc. | GA | $15.0M | 388 |
| Strategic Solutions Group LLC | MA | $14.9M | 135 |
| McKinley Management Inc. | AK | $14.8M | 89 |
| Ellab, Inc. | CO | $14.6M | 281 |
| Zenbusiness Inc | TX | $14.2M | 454 |
| Atria Health LLC | NY | $14.0M | 424 |
| Waste Control Specialists LLC | TX | $13.9M | 220 |
| Rhombus Power, Inc | CA | $13.0M | 258 |
| Byheart, Inc. | NY | $12.8M | 483 |
| Efficio LLC | NY | $12.6M | 206 |
| Emed LLC | FL | $11.9M | 415 |
| HG Insights, Inc. | CA | $11.7M | 238 |
| Agility Health Holdings, LLC | CA | $11.7M | 372 |
| Criteria Corp | CA | $11.6M | 164 |
- PT&C Group LLC$41.8MUTParticipants 1,212
- Oddball, Inc.$27.8MVAParticipants 388
- Ninjaone, LLC$21.4MFLParticipants 1,063
- Modern Life Inc.$20.8MCAParticipants 445
- Alphonso, Inc.$20.7MCAParticipants 302
- MNParticipants 370
- Revamp Engineering, Inc.$17.7MCAParticipants 202
- CAParticipants 208
- CAParticipants 352
- Descript, Inc.$15.6MCAParticipants 226
- COParticipants 209
- Roadie, Inc.$15.0MGAParticipants 388
- MAParticipants 135
- McKinley Management Inc.$14.8MAKParticipants 89
- Ellab, Inc.$14.6MCOParticipants 281
- Zenbusiness Inc$14.2MTXParticipants 454
- Atria Health LLC$14.0MNYParticipants 424
- TXParticipants 220
- Rhombus Power, Inc$13.0MCAParticipants 258
- Byheart, Inc.$12.8MNYParticipants 483
- Efficio LLC$12.6MNYParticipants 206
- Emed LLC$11.9MFLParticipants 415
- HG Insights, Inc.$11.7MCAParticipants 238
- CAParticipants 372
- Criteria Corp$11.6MCAParticipants 164
Top client states
- CA55 plans
- NY24 plans
- TX19 plans
- FL16 plans
- GA8 plans
Frequently asked questions
- Who uses Human Interest Advisor LLC?
- 216 retirement plans list Human Interest Advisor LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include PT&C Group LLC, Oddball, Inc., Ninjaone, LLC, Modern Life Inc. and Alphonso, Inc.. Most client plans are sponsored in CA, NY and TX.
- How many plans does Human Interest Advisor LLC serve?
- Human Interest Advisor LLC serves 216 retirement plans with $1.2B in plan assets and 70,345 participants, based on the latest Form 5500 filings through 2024.
- What does Human Interest Advisor LLC charge?
- Plans reported $4.0M in total Schedule C compensation paid to Human Interest Advisor LLC. The median plan paid $15K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 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 Human Interest Advisor as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 185 |
| Fidelity (FMR) | 7 |
| State Street (SSgA) | 5 |
| BlackRock | 4 |
| Charles Schwab | 3 |
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.