Providers › Other services
Service provider · Schedule C, plan year 2024
Administrative Fiduciary Services
Most often reported for other services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 27 retirement plans with 100 or more participants reported paying Administrative Fiduciary Services $5,000 or more. Those plans cover 29,651 participant records, and the service most often reported is other services.
Reported compensation from those plans, direct and indirect, totalled $524K. Per plan, the median was $16.06 per participant, with the middle half of plans between $9.04 and $22.88. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in North Carolina (6), California (6) and Texas (5).
In 2017 it appeared on 7 such filings; in 2024, 27. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $9.04 | $16.06 | $22.88 |
| Compensation as a share of plan net assets | 0.02% | 0.05% | 0.11% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Leafhome 401(k) Plan | Leaffilter North, LLC | OH | 3,488 | $44.7M | $28K |
| Carolina Dealerships Inc. 401(k) Plan | Carolina Dealerships Inc. | NC | 3,364 | $112M | $134K |
| Senior Resource Group 401(k) Retirement Plan | SRG Operating, Inc. | CA | 2,968 | $40.1M | $63K |
| Mac Haik Employees' Retirement Plan | Mac Haik Management LLC | TX | 2,716 | $61.2M | $18K |
| Toyota of Orange 401(k) Plan | Dwwto | CA | 2,106 | $135M | $69K |
| American Financial Network, Inc. 401(k) Profit Sharing Plan | American Financial Network, Inc. | CA | 1,881 | $43.2M | $8,825 |
| Mac Pizza Management 401(k) Plan | Mac Pizza Management, Inc. | TX | 1,312 | $8.4M | $12K |
| Westmont Living 401(k) Plan | Westmont Living, Inc. | CA | 1,296 | $11.7M | $23K |
| TT Electronics 401(k) Retirement Plan | TT Group Industries, Inc. | TX | 1,253 | $67.2M | $11K |
| Cnhi, LLC 401(k) Plan | Cnhi, LLC | AL | 1,016 | $64.2M | $18K |
| Asa North Texas Multiple Employer 401(k) Plan | American Subcontractors Association North Texas Chapter | TX | 884 | $11.1M | $5,268 |
| Accurus Aerospace Corporation 401(k) Plan | Accurus Aerospace Corporation | OK | 774 | $22.4M | $9,913 |
| Msabc Multiple Employer 401(k) Plan | Mississippi Associated Builders & Contractors, Inc. | MS | 722 | $10.2M | $12K |
| Apache Mills Inc. 401(k) Plan | Apache Mills, Inc. | GA | 650 | $8.8M | $2,000 |
| Aldridge Group, LLC 401(k) Retirement Plan | Aldridge Group, LLC | IL | 634 | $117M | $8,852 |
| Hi-Temp Insulation Savings and Retirement Plan | Hi-Temp Insulation, Inc. | CA | 627 | $49.9M | $9,581 |
| Firestone Walker, Inc. 401(k) Plan | Firestone Walker, Inc. DBA Firestone Walker Brewing Co. | CA | 585 | $25.7M | $1,902 |
| Nyle Maxwell Family of Dealerships 401(k) and Profit Sharing Plan | Nyle Maxwell of Austin, LLC | TX | 507 | $27.4M | $23K |
| Teall Capital Partners LLC 401(k) Profit Sharing Plan | Teall Capital Partners LLC | NC | 455 | $13.1M | $19K |
| Healthcrest Surgical 401(k) Plan | Healthcrest Surgical Management, LLC | OK | 452 | $12.1M | $4,630 |
| American Radio Television 401(k) Plan | American Radio Television Cable, Inc. | NC | 383 | $19.0M | $11K |
| McDonough Corporation Savings and Profit Sharing Plan | McDonough Corporation | AZ | 353 | $43.2M | $3,875 |
| Diagnostic Imaging Centers, P.A. 401(k) Profit Sharing Plan | Diagnostic Imaging Centers, P.A. | KS | 330 | $43.3M | $5,300 |
| Seiren North America, LLC 401(k) Plan | Seiren North America, LLC | NC | 290 | $6.3M | $6,549 |
| Tack Automotive DBA Mike Johnson's Hickory Toyota 401(k) Plan | Tack Automotive, LLC | NC | 247 | $9.1M | $5,594 |
| Advanced Digital Cable, Inc. 401(k) Plan | Advanced Digital Cable, Inc. | NC | 190 | $6.0M | $4,393 |
| Kear Civil Corporation & Spectra 401(k) Plan | Kear Civil Corporation | AZ | 168 | $3.4M | $5,700 |
Questions and answers
How many plans does Administrative Fiduciary Services serve?
27 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Administrative Fiduciary Services?
The median plan reported $16.06 per participant in direct and indirect compensation (27 plans reporting an amount), or 0.05% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Contract Administrator (4 plans), Investment advisory (plan) (3 plans), Named fiduciary (2 plans) and Recordkeeping and information management (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.