Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › Fiduciary Outsourcing, LLC DBA PMA
Fiduciary Outsourcing, LLC DBA PMA
- Service provider, as named on Schedule C
- EIN 472079321
- Plan year 2024
- Direct compensation reported $275,203
Assets of those plans
$360,708,262
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
6
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$275,203
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 |
|---|---|---|
| 15 | Recordkeeping and information management | 6 |
| 37 | Participant loan processing | 6 |
| 64 | Recordkeeping fees | 6 |
| 50 | Direct payment from the plan | 2 |
| 13 | Contract administrator | 1 |
| 14 | Plan administrator | 1 |
| 16 | Consulting (general) | 1 |
| 27 | Investment advisory (plan) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Texo Members 401(k) Plan | Texo Abc-agc | $117,075,362 | 2,149 | $2,520 |
| Global Affiliates Salaried 401(k) Plan | Mayco International | $77,188,667 | 3,563 | $114,996 |
| RWC International, Ltd. Profit Sharing and 401(k) Planrecordkeeper | RWC International | $37,152,357 | 461 | $38,487 |
| TTI 401(k) Planrecordkeeper | Total Terminals International | $32,583,654 | 151 | $6,240 |
| Armstrong Garden Centers, Inc. 401(k) Planrecordkeeper | Armstrong Garden Centers | $30,185,687 | 519 | $43,914 |
| Drum Workshop, Inc. 401(k) Profit Sharing Plan | Drum Workshop | $17,894,430 | 248 | $7,040 |
| Optima Tax Relief, LLC 401(k) Profit Sharing Planrecordkeeper | Optima Tax Relief | $15,910,316 | 258 | $20,942 |
| Marshall Electronics, Inc. 401(k) Profit Sharing Planrecordkeeper | Marshall Electronics | $12,229,713 | 106 | $6,812 |
| Jewish Community Center of Greater Pittsburgh 401(k) Retirement Plan | Jewish Community Center of Greater Pittsburgh | $11,808,702 | 150 | $1,200 |
| Barrett-jackson 401(k) Planrecordkeeper | Barrett-jackson Auction | $5,585,160 | 136 | $26,052 |
| Arizona Science Center 401(k) Plan | Arizona Science Center | $3,094,214 | 127 | $7,000 |
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.