Plans listing this provider
55
0.10% of the 56,420 plans with Schedule H financials; 1 in 2023
Providers › 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.
| Service code | Meaning | Plans |
|---|---|---|
| 28 | Investment management | 20 |
| 26 | Investment advisory (participants) | 14 |
| 59 | Shareholder servicing fees | 13 |
| 27 | Investment advisory (plan) | 12 |
| 51 | Investment management fees paid directly by plan | 4 |
| 31 | Named fiduciary | 3 |
| 64 | Recordkeeping fees | 3 |
| 13 | Contract administrator | 2 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Trion Solutions, Inc. 401(k) Profit Sharing Plan | Trion Solutions | $106,581,603 | 4,088 | $6,932 |
| National Development Associates of New England & Affiliates 401(k) Profit Sharing Plan & Trust | National Development Associates of New England | $72,637,624 | 361 | $28,372 |
| Gentry Locke Rakes & Moore, LLP Cash OR Deferred Profit Sharing Plan | Gentry Locke Rakes & Moore | $47,938,258 | 203 | $22,341 |
| Homestead Funding Corp. 401(k) Plan | Homestead Funding | $40,102,380 | 264 | $7,883 |
| Time Manufacturing Company 401(k) Plan | Time Manufacturing | $33,206,623 | 1,015 | $12,922 |
| Country-wide Insurance Co. 401(k) Plan | Country-wide Insurance | $31,933,643 | 292 | $15,275 |
| The Windermere 401(k) Planrecordkeeper | Windermere Real Estate Services | $27,928,182 | 359 | $13,380 |
| Elm Staffing, Inc. 401(k) Plan | Employee Liability Management | $26,130,750 | 707 | $11,637 |
| Novak Francella LLC 401(k) Profit Sharing Planrecordkeeper | Novak Francella | $24,107,418 | 170 | $11,452 |
| FPI Management, Inc. 401(k) Plan | FPI Management | $23,177,722 | 1,383 | $8,080 |
| H Mart 401(k) Plan | H Mart | $22,719,226 | 991 | $9,903 |
| Mitchell Companies 401(k) Planrecordkeeper | Mitchell Companies | $22,627,246 | 241 | $13,120 |
| Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan | Klingbeil Capital Management | $20,998,912 | 242 | $9,029 |
| CTC Global Corporation 401(k) Plan | CTC CABLE | $18,977,873 | 209 | $14,257 |
| Equality Health, LLC 401(k) Plan | Equality Health | $18,049,258 | 547 | $3,359 |
| Jack Doheny Company 401(k) Planrecordkeeper | Jack Doheny | $16,584,559 | 264 | $7,889 |
| Ohio Valley Electrical Services, Inc. 401(k) Retirement Plan | Ohio Valley Electrical Services | $14,936,167 | 153 | $8,531 |
| Frick's Meat Products, Inc. 401(k) Plan | Frick's Meat Products Inc. DBA Frick's Quality Meats | $13,815,010 | 463 | $10,762 |
| Spirit Bankcorp, Inc. 401(k) Plan and Trustrecordkeeper | Spirit Bankcorp | $13,689,740 | 226 | $6,498 |
| Eyesight Holding Co., LLC 401(k) Plan | Eyesight Holding | $12,382,616 | 899 | $6,328 |
| AAI Associates, Inc. 401(k) Plan | AAI Associates | $12,002,823 | 130 | $10,583 |
| Compa Industries, Inc. 401(k) Planrecordkeeper | Compa Industries | $11,867,799 | 332 | $2,236 |
| The Delta Companies 401(k) Plan | TDC Opco LLC DBA the Delta Companies | $11,634,767 | 549 | $11,125 |
| MMM Cash OR Deferred Plan | Mega Contracting Group | $11,603,067 | 127 | $1,191 |
| Liberty House Restaurant Corporation 401(k) Plan | Liberty House Restaurant | $11,045,661 | 233 | $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.