401k Record

Providers › Iron Fiduciary

Iron Fiduciary

Plans listing this provider

55

0.10% of the 56,420 plans with Schedule H financials; 1 in 2023

Assets of those plans

$853,169,416

0.01% of all Schedule H plan assets

Plans where it is the recordkeeper

7

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$340,538

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 codeMeaningPlans
28Investment management20
26Investment advisory (participants)14
59Shareholder servicing fees13
27Investment advisory (plan)12
51Investment management fees paid directly by plan4
31Named fiduciary3
64Recordkeeping fees3
13Contract administrator2

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Trion Solutions, Inc. 401(k) Profit Sharing PlanTrion Solutions $106,581,6034,088$6,932
National Development Associates of New England & Affiliates 401(k) Profit Sharing Plan & TrustNational Development Associates of New England $72,637,624361$28,372
Gentry Locke Rakes & Moore, LLP Cash OR Deferred Profit Sharing PlanGentry Locke Rakes & Moore $47,938,258203$22,341
Homestead Funding Corp. 401(k) PlanHomestead Funding $40,102,380264$7,883
Time Manufacturing Company 401(k) PlanTime Manufacturing $33,206,6231,015$12,922
Country-wide Insurance Co. 401(k) PlanCountry-wide Insurance $31,933,643292$15,275
The Windermere 401(k) PlanrecordkeeperWindermere Real Estate Services $27,928,182359$13,380
Elm Staffing, Inc. 401(k) PlanEmployee Liability Management $26,130,750707$11,637
Novak Francella LLC 401(k) Profit Sharing PlanrecordkeeperNovak Francella $24,107,418170$11,452
FPI Management, Inc. 401(k) PlanFPI Management $23,177,7221,383$8,080
H Mart 401(k) PlanH Mart $22,719,226991$9,903
Mitchell Companies 401(k) PlanrecordkeeperMitchell Companies $22,627,246241$13,120
Klingbeil Capital Management, Ltd. 401(k) Profit Sharing PlanKlingbeil Capital Management $20,998,912242$9,029
CTC Global Corporation 401(k) PlanCTC CABLE $18,977,873209$14,257
Equality Health, LLC 401(k) PlanEquality Health $18,049,258547$3,359
Jack Doheny Company 401(k) PlanrecordkeeperJack Doheny $16,584,559264$7,889
Ohio Valley Electrical Services, Inc. 401(k) Retirement PlanOhio Valley Electrical Services $14,936,167153$8,531
Frick's Meat Products, Inc. 401(k) PlanFrick's Meat Products Inc. DBA Frick's Quality Meats $13,815,010463$10,762
Spirit Bankcorp, Inc. 401(k) Plan and TrustrecordkeeperSpirit Bankcorp $13,689,740226$6,498
Eyesight Holding Co., LLC 401(k) PlanEyesight Holding $12,382,616899$6,328
AAI Associates, Inc. 401(k) PlanAAI Associates $12,002,823130$10,583
Compa Industries, Inc. 401(k) PlanrecordkeeperCompa Industries $11,867,799332$2,236
The Delta Companies 401(k) PlanTDC Opco LLC DBA the Delta Companies $11,634,767549$11,125
MMM Cash OR Deferred PlanMega Contracting Group $11,603,067127$1,191
Liberty House Restaurant Corporation 401(k) PlanLiberty House Restaurant $11,045,661233$11,810

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.