Slavic Mutual Funds Management Corp.
- Regulatory AUM
- $5.0B
- Discretionary
- $5.0B
- Clients
- 655
- Avg AUM / client
- $7.6M
- Accounts
- 6,754
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Apr 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 304 | $35.8M | 0.72% |
| Pension and profit sharing plans | 351 | $4.9B | 99.3% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Julius Slavic | President/Chief Compliance Officer | Dec 1986 (40y) | ≈ 37.5% – 75% via Slavic401 K Holdings, Llc (Sh) | |
| James Martin Schoenmaker | Chief Strategy Officer | Apr 1998 (28y) | Less than 5% | |
| Jasna B Djurin | Registered representative | Apr 2013 (13y) | ||
| Kurt Stephen Guinn | Registered representative | Apr 2013 (13y) | ||
| Jeffrey Lynn Dickerson | Registered representative | May 2013 (13y) | ||
| Robert Thomas Walsh | Registered representative | Jun 2018 (8y) | ||
| Kevin David Hurley | Registered representative | Sep 2024 (2y) | ||
| Barbara Vaughan Redstone | Registered representative | Jun 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Slavic401 K Holdings, Llc (Sh) | Holding Company | May 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- John Julius Slavic: 50% – 75% of Slavic401 K Holdings, Llc (Sh) × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (79)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Teamsnap Retirement Savings Plan | Teamsnap, Inc. | 176 | $7.2M | 01/01/2024 |
| Integrity Outsource Retirement Savings Plan | Integrity Outsource, Llc | 0 | $0 | 01/01/2024 |
| Logical Innovations, Inc. Retirement Savings Plan | Logical Innovations, Inc. | 0 | $0 | 01/01/2024 |
| Ehs Support, Llc Retirement Savings Plan | Ehs Support, Llc | 138 | $18.0M | 01/01/2024 |
| Uap 401(k) Plan & Trust | United American Payroll, Llc | 277 | $12.2M | 01/01/2024 |
| G & A Partners Multiple Employer 401(k) Plan | G & A Outsourcing, Inc. Dba G & A Partners | 34,105 | $1.4B | 01/01/2024 |
| Erigo 401(k) Plan | Erigo, Inc. / Northkey Community Care | 474 | $14.7M | 01/01/2024 |
| List Industries, Inc. 401(k) Retirement Plan | List Industries, Inc. | 459 | $18.1M | 01/01/2024 |
| Securus 401(k) Plan | Tilson Hr, Inc. | 966 | $52.9M | 01/01/2024 |
| Advanstaff, Inc. 401(k) Plan & Trust | Advanstaff, Inc. | 4,490 | $127M | 01/01/2024 |
| Tandium Corporation Retirement Savings Plan | Tandium Corporation | 208 | $12.4M | 01/01/2024 |
| Swbc Professional Employer Services 401(k) Plan | Swbc Professional Employer Services V, Llc | 11,989 | $201M | 01/01/2024 |
| Optimum Employer Solutions Retirement Plan | Optimum Employer Solutions | 1,288 | $118M | 01/01/2024 |
| Bcn Administrative Services Multiple Employer Plan | Bcn Administrative Services, Inc. | 2,586 | $61.0M | 01/01/2024 |
| Pro Resources Retirement Savings Plan | Pro Systems Corporation | 1,965 | $50.4M | 01/01/2024 |
| Frankcrum Retirement Savings Plan | Frankcrum 11, Inc. | 8,562 | $206M | 01/01/2024 |
| Questco Companies Retirement Plan | Questco Holdings, Inc. | 11,428 | $442M | 01/01/2024 |
| Emplova 401(k) Retirement Savings Plan | Emplova, Llc | 726 | $90.4M | 01/01/2024 |
| Connectify Hr Retirement Savings Plan | Connectify Hr, Llc | 2,187 | $84.4M | 01/01/2024 |
| Unique Staffing 401(k) Retirement Plan | Unique Staff Leasing I, Ltd. | 677 | $14.9M | 01/01/2024 |
| Lotus Hr, Inc. 401(k) Plan | Lotus Hr, Inc. | 198 | $6.7M | 01/01/2024 |
| Vensure Employer Services, Inc. 401(k) Profit Sharing Plan | Vensure Employer Services, Inc. | 30,380 | $982M | 01/01/2024 |
| Hr & P Solutions, Inc. 401 K Salary Reduction Plan | Hr & P Solutions, Inc. | 1,692 | $80.9M | 01/01/2024 |
| Back Office Risk Retirement Savings Plan | Back Office Risk, Inc. | 345 | $7.9M | 01/01/2024 |
| Procare Hr Retirement Savings Plan | Procare Hr Corporation I | 5,404 | $49.1M | 01/01/2024 |
Top 25 of 79 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/27/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $3.7B (75% of AUM) Apr 2026
- American Trust Custody $1.2B (24% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 27, 2026.
View current Form ADV (SEC/IAPD) ↗