Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › 3 38 Investment Fiduciaries Inc
3 38 Investment Fiduciaries Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $94,751
Assets of those plans
$308,397,049
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$94,751
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 10 |
| 99 | Other fees | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| 9dot 401(k) Plan | 9 Dot Education Solutions | $101,743,671 | 2,104 | $20,837 |
| NTS Technical Systems, LLC 401(k) Profit Sharing Plan | NTS Technical Systems DBA National Technical Systems | $65,048,910 | 925 | $10,975 |
| Cementation USA, Inc. 401(k) Plan | Cementation USA | $38,791,701 | 498 | $19,082 |
| Hennebery Eddy Architects, Inc. 401(k) Plan | Hennebery Eddy Architects | $18,663,456 | 142 | $7,735 |
| Bank of Southern California NA 401(k) Profit Sharing Plan | California Bank of Commerce | $18,202,331 | 231 | $6,506 |
| Hawktree Retirement Plan | Hawktree International | $16,443,440 | 308 | $7,605 |
| B & D Industries, Inc. 401(k) Profit Sharing Plan | B & D Industries | $15,689,320 | 248 | $5,680 |
| Big Health, Inc. 401(k) Plan | Big Health | $9,166,538 | 148 | $4,634 |
| Robbins Bros. Jewelry, Inc. 401(k) Plan | Robbins Bros. Jewelry | $8,777,899 | 236 | $4,494 |
| Kuhl Retirement Plan | Alfwear | $8,436,645 | 333 | $3,491 |
| Kapua Orchards Inc. 401(k) Profit Sharing Plan | Kapua Orchards | $4,520,785 | 194 | $2,319 |
| Portland Specialty Baking, LLC 401(k) Plan | Portland Specialty Baking | $2,912,353 | 85 | $1,263 |
| Agile Occupational Medicine 401(k) Plan | Agile Upper Holdco | $0 | 0 | $130 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.