Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › Truist Bank
Truist Bank
- Service provider, as named on Schedule C
- EIN 561074313
- Plan year 2024
- Direct compensation reported $663,927
Assets of those plans
$2,405,120,001
0.03% 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
$663,927
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 |
|---|---|---|
| 28 | Investment management | 12 |
| 50 | Direct payment from the plan | 12 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Beacon Sales Acquisition, Inc. 401(k) Profit Sharing Plan | Beacon Sales Acquisition | $653,851,871 | 9,305 | $20,187 |
| Veradigm LLC. Retirement Savings Plan | Medic Computer Systems | $604,996,675 | 4,021 | $46,521 |
| Clariant Retirement Savings Plan | Clariant | $329,851,563 | 1,844 | $17,780 |
| Madison Air 401(k) Plan | Madison IAQ | $279,887,665 | 4,406 | $75,822 |
| Institute of Nuclear Power Operations 401(k) Retirement Savings Plan | Institute of Nuclear Power Operations | $136,945,743 | 408 | $67,531 |
| Perry Ellis Shared Services LLC 401(k) Plan | Perry Ellis Shared Services | $98,010,393 | 1,768 | $55,536 |
| Elma Electronic Inc. Savings Plan | Elma Electronic | $64,477,331 | 391 | $62,500 |
| The Smithers Group 401(k) Retirement Savings Plan | Smithers Group | $60,561,643 | 596 | $86,451 |
| Cole, Scott & Kissane, PA 401(k) Plan | Cole Scott & Kissane | $59,334,995 | 1,345 | $94,681 |
| Bernhardt Furniture Company Retirement Plan | Bernhardt Furniture | $57,712,469 | 1,194 | $56,020 |
| Viscofan USA, Inc. Retirement Savings Plan | Viscofan USA | $41,568,759 | 349 | $54,636 |
| Malco Products, Inc. Incentive Savings Plan and Trust | Malco Products | $17,920,894 | 241 | $26,262 |
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.