Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Fiducient Advisors LLC
Most often reported for investment advisory and management
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.
Fiducient Advisors LLC is named as a service provider on the Schedule C of 391 retirement plans with 100 or more participants for plan year 2024, covering 1,420,089 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $19.7M. Per plan, the median was $30.35 per participant, with the middle half of plans between $14.74 and $68.06. 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 Massachusetts (54), Illinois (54) and Connecticut (50).
In 2009 it appeared on 55 such filings; in 2024, 390 (up 609%). 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 | $14.74 | $30.35 | $68.06 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.05% |
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 |
|---|---|---|---|---|---|
| Trinet 401(k) Plan | Trinet HR III, Inc. | CA | 238,170 | $8.71B | $60K |
| 7-ELEVEN, Inc. 401(k) Plan | 7-ELEVEN, Inc. | TX | 71,029 | $1.05B | $222K |
| Trinet Select 401(k) Plan | Trinet HR IV, LLC | CA | 42,129 | $2.95B | $60K |
| Hartford Healthcare 401(k) Retirement Plan | Hartford Healthcare Corporation | CT | 36,053 | $2.87B | $77K |
| Magnit Global Solutions, Inc. and Subsidiaries 401(k) Employee Savings Plan | Magnit Global Solutions, Inc. | CA | 33,950 | $484M | $102K |
| Endeavor Health 401(k) Plan | Endeavor Health | IL | 33,877 | $2.32B | $7,500 |
| United Rentals 401(k) Investment Plan | United Rentals (North America), Inc. | CT | 27,666 | $2.27B | $50K |
| Itw Savings and Investment Plan | Illinois Tool Works Inc. | IL | 27,157 | $4.19B | $199K |
| Anheuser-Busch 401(k) Savings and Retirement Plan | Anheuser-Busch Companies, LLC | MO | 21,016 | $3.62B | $100K |
| Essentia Health Retirement Plan | Essentia Health | MN | 20,507 | $2.19B | $138K |
| Samsung 401(k) Plan | Samsung Electronics America, Inc. | NJ | 20,495 | $3.12B | $20K |
| Community Health Network 401(k) Retirement Plan | Community Health Network, Inc. | IN | 20,469 | $1.64B | $107K |
| Thomson Reuters 401(k) Savings Plan | Thomson Reuters Holdings Inc. | MN | 20,290 | $4.47B | $143K |
| R1 RCM Holdco Inc. 401(k) Plan | R1 RCM Holdco Inc. | UT | 18,646 | $665M | $37K |
| Umass Memorial Health Care 401(k) Plan | Umass Memorial Health Care, Inc. | MA | 17,359 | $1.43B | $59K |
| Retirement Plan for Michigan Credit Union Employees 401(k) Savings Plan | Michigan Credit Union League | MI | 15,666 | $996M | $80K |
| Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees | Endeavor Health Clinical Operations | IL | 15,353 | $2.09B | $73K |
| News Corp. 401(k) Savings Plan | NC Transaction, Inc. | NY | 14,148 | $3.66B | $168K |
| Grant Thornton Advisors LLC 401(k) Savings Plan | Grant Thornton Advisors LLC | IL | 12,383 | $1.69B | $111K |
| Ukg Retirement Savings Plan | Ukg Inc. | FL | 11,829 | $1.98B | $70K |
| Holcim (US) Inc. Retirement Savings Plan | Amrize North America Inc. | MI | 11,601 | $1.27B | $62K |
| CNMC Affiliates' 401(k) Retirement Plan | Children's National Hospital | DC | 11,428 | $1.33B | $48K |
| Novo Nordisk Inc. 401(k) Savings Plan | Novo Nordisk Inc. | NJ | 11,320 | $2.54B | $49K |
| Bryan Health Retirement Savings Plan | Bryan Health | NE | 10,431 | $927M | $94K |
| Iron Workers' Mid-America Pension Plan | Board of Trustees of Iw Mid-America Pension Plan | IL | 9,805 | $998M | $237K |
| TRC 401(k) Retirement and Savings Plan | TRC Companies, LLC. | CT | 9,299 | $776M | $62K |
| Idexx Retirement and Incentive Savings Plan | Idexx Laboratories, Inc. | ME | 8,856 | $1.24B | $11K |
| Enbridge Employee Services, Inc. Employees' Savings Plan | Enbridge Employee Services, Inc. | TX | 8,492 | $1.84B | $72K |
| Novo Nordisk Inc. Money Purchase Plan | Novo Nordisk Inc. | NJ | 8,143 | $1.21B | $21K |
| Party City Holdings Inc. 401(k) Plan | Party City Holdings Inc. | NJ | 7,961 | $221M | $84K |
| The Reynolds and Reynolds Company 401(k) Savings Plan | Dealer Computer Services, Inc. | OH | 7,634 | $868M | $81K |
| The Lonza US Savings Plan | Lonza USA Inc. | NJ | 7,570 | $1.19B | $110K |
| UFCW Local Union 1189 and St. Paul Food Employers Defined Contribution Plan | Trustees of UFCW Local Union 1189 and St. Paul Food Employers Def Cont | MN | 7,478 | $226M | $35K |
| B. Braun Medical Inc. Savings Plan | B. Braun Medical Inc. | PA | 7,472 | $977M | $81K |
| Atkore International Retirement Savings and Investment Plan | Atkore International Inc. | IL | 7,002 | $261M | $65K |
| Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund | Trustees of Iron Wkers' Mid-America Supplemental | IL | 6,945 | $771M | $77K |
| Gypsum Management and Supply, Inc. 401(k) Savings Plan | Gypsum Management and Supply Inc. | GA | 6,862 | $310M | $39K |
| Cape Cod Healthcare 403(b) Partnership Plan | Cape Cod Healthcare, Inc. | MA | 6,696 | $929M | $67K |
| Umass Memorial Health Care 403(b) Plan | Umass Memorial Health Care, Inc. | MA | 6,603 | $650M | $29K |
| Evonik Corporation 401(k) Savings Plan | Evonik Corporation | NJ | 6,323 | $1.49B | $106K |
Questions and answers
How many plans does Fiducient Advisors LLC serve?
391 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 Fiducient Advisors LLC?
The median plan reported $30.35 per participant in direct and indirect compensation (391 plans reporting an amount), or 0.02% 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 Investment advisory (plan) (229 plans), Investment management (72 plans), Consulting (general) (55 plans) and Investment advisory (participants) (16 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.