# Human Interest
Source: https://planprovider.pro/provider/human-interest-inc

> Retirement plan administration is the core of Human Interest’s business, with recordkeeping and compliance support for employers that offer 401(k) and 403(b)…

Third-Party Administrator

San Francisco, CA

## About Human Interest

<p>Retirement plan administration is the core of Human Interest’s business, with recordkeeping and compliance support for employers that offer 401(k) and 403(b) plans. Founded in 2015, the firm has 771 employees and works with 40,000 clients, reporting $8.1B in AUM (2026).</p>

<p>Headquartered in San Francisco in the Bay Area, with an additional office in Lindon in the Provo–Orem metro, Human Interest supports plans across the United States. Its setup is built around payroll connections, including integrations with more than 500 payroll providers, to cut down on manual contribution and census work.</p>

<p>Human Interest also takes on fiduciary roles when requested, including 3(16) administration, 3(21) co-fiduciary support, and 3(38) investment management, along with participant advice and plan design help. A practical differentiator is its product add-ons such as (k)ickstart® (a 3% cashback incentive for participants) and Audit Relief, which it says can save businesses over $10,000 on annual plan audits.</p>

<ul>
<li>Recordkeeping and day-to-day plan administration</li>
<li>Compliance testing and ERISA support</li>
<li>3(16), 3(21), and 3(38) fiduciary services</li>
<li>Participant advice and investment education</li>
<li>Plan design for 401(k) and 403(b) plans</li>
</ul>

Website: [https://humaninterest.com](https://humaninterest.com)

Founded: 2015

Employees: 771

## Office Locations

- San Francisco, CA (Headquarters)

- Lindon, UT

## Accreditations & Certifications

- RIA

## Services Offered

- Recordkeeping

- Compliance Services

- 3(38) Investment Manager

- 3(21) Investment Advisor

- Participant Investment Advice

- Plan Design Consulting

- 3(16) Plan Administrator

## Client Statistics (2026)

- Total Clients: 40,000

- Total AUM: $8.1B

- Total Participants: 792,873

## Products & Pricing

- **Essentials**: $120 base fee, $5/employee, 6 bps AUM fee

- **Complete**: $160 base fee, $7/employee, 6 bps AUM fee

- **Concierge**: $200 base fee, $9/employee, 6 bps AUM fee

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