Plans listing this provider
29
0.05% of the 56,420 plans with Schedule H financials; 26 in 2023
Providers › Truist Advisory Services, Inc.
Truist Advisory Services, Inc.
- Service provider, as named on Schedule C
- EIN 371808847
- Plan year 2024
- Direct compensation reported $535,308
Assets of those plans
$570,056,330
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$535,308
53% 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) | 18 |
| 99 | Other fees | 16 |
| 50 | Direct payment from the plan | 4 |
| 15 | Recordkeeping and information management | 3 |
| 21 | Trustee (bank, trust company or similar) | 3 |
| 26 | Investment advisory (participants) | 3 |
| 49 | Other services | 3 |
| 64 | Recordkeeping fees | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Kapsch Trafficcom 401(k) Plan | Kapsch Trafficcom USA | $84,763,410 | 807 | $0 |
| Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan | Manning & Kass Ellrod Ramirez Trester | $55,340,190 | 396 | $4,421 |
| UPA 401(k) Savings Plan | University Physicians Association | $39,638,446 | 1,464 | $152,060 |
| Quality Equipment, LLC 401(k) Plan | Quality Equipment | $39,382,655 | 815 | $0 |
| Red Light Management, LLC 401(k) Plan | Red Light Management | $35,148,742 | 281 | $0 |
| KBS, Inc. Profit Sharing Plan and Trust | KBS | $33,716,613 | 128 | $45,642 |
| NVFS 401(k) Plan | Northern Virginia Family Service | $23,872,601 | 475 | $0 |
| Techlaw Consultants, Inc. Profit Sharing 401(k) Plan | Techlaw Consultants | $23,341,753 | 222 | $0 |
| FMS 401(k) Plan | FMS Financial Management Services | $20,961,642 | 275 | $28,077 |
| KT Enterprises, Inc. 401(k) Plan | KT Enterprises | $20,630,970 | 254 | $0 |
| K SOLV 401(k) Plan | K-solv | $20,355,357 | 440 | $53,027 |
| J Becker Solutions Inc 401(k) Profit Sharing Plan & Trustrecordkeeper | J Becker Solutions | $17,171,452 | 132 | $31,492 |
| Brock & Scott PLLC 401(k) Profit Sharing Plan and Trust | Brock & Scott | $15,442,669 | 534 | $53,515 |
| Florida Community Health Centers , Inc. 401(k) Planrecordkeeper | Florida Community Health Centers | $14,267,054 | 336 | $26,576 |
| Absolute Business Solutions 401(k) Profit Sharing Plan | Absolute Business Solutions | $13,633,682 | 176 | $32,405 |
| RCSS Holdings, Inc. 401(k) Plan | RCSS Holdings | $13,033,290 | 122 | $0 |
| Global Wireless Solutions, Inc. 401(k) Plan | Global Wireless Solutions | $12,804,276 | 87 | $0 |
| South Jersey Glass Co, Inc. 401(k) Plan | South Jersey Glass | $12,558,129 | 133 | $0 |
| Conner Industries, Inc. 401(k) Profit Sharing Plan | Conner Industries | $10,959,652 | 583 | $34,100 |
| Spero Health, Inc. 401(k) Plan | Spero Health | $10,364,754 | 273 | $0 |
| CMA Retirement Plan | Community Management Associates | $9,163,308 | 132 | $0 |
| Jetson Specialty Marketing Services Inc. 401(k) Retirementrecordkeeper | Jetson Specialty Marketing Servi | $8,948,847 | 481 | $34,569 |
| Mortensen Woodwork, Inc. 401(k) Profit Sharing Plan | Mortensen Woodwork | $8,685,908 | 134 | $0 |
| Vertical Earth 401(k) Plan | Vertical Earth | $6,419,139 | 425 | $0 |
| Kinetic Physical Therapy and Wellness 401(k) Plan | Kinetic Physical Therapy and Wellness | $6,178,394 | 139 | $17,327 |
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.