Human Investing

Human Investing at a glance

Human Investing appears on 26 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $880M in assets for 12,665 participants. The median client plan holds $21.3M. Most client plans are sponsored in OR, WA and AK. The largest clients by plan assets are Tillamook County Creamery Association, New Seasons Market LLC and Alaska Communications Systems Holdings, Inc.. Plans reported $913K in direct and indirect compensation paid to Human Investing, a median of $29K per plan.

Participants

12,665

Median plan assets

$21.3M

Median plan participants

297

Median fees per plan

$29K

Schedule C direct + indirect

Frequently asked questions

Who uses Human Investing?

26 retirement plans list Human Investing as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Tillamook County Creamery Association, New Seasons Market LLC, Alaska Communications Systems Holdings, Inc., Rogers Machinery Company, Inc. and The Center. Most client plans are sponsored in OR, WA and AK.

How many plans does Human Investing serve?

Human Investing serves 26 retirement plans with $880M in plan assets and 12,665 participants, based on the latest Form 5500 filings through 2024.

What does Human Investing charge?

Plans reported $913K in total Schedule C compensation paid to Human Investing. The median plan paid $29K. Fees vary with plan size and the services each plan buys.