Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Fifth Third Bank
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.
For plan year 2024, 134 retirement plans with 100 or more participants reported paying Fifth Third Bank $5,000 or more. Those plans cover 178,993 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $3.5M. Per plan, the median was $43.16 per participant, with the middle half of plans between $24.63 and $82.12. 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 Ohio (43), Michigan (32) and Indiana (16).
In 2009 it appeared on 176 such filings; in 2024, 135 (down 23%). 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 | $24.63 | $43.16 | $82.12 |
| Compensation as a share of plan net assets | 0.06% | 0.10% | 0.13% |
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 |
|---|---|---|---|---|---|
| Cintas Partners' Plan | Cintas Corporation | OH | 66,797 | $4.07B | $267K |
| Laborers Pension Trust Fund - Detroit and Vicinity | Board of Trustees,laborers Pension Trust Fund-Detroit and Vicinity | MI | 11,153 | $884M | $67K |
| Boyne Resorts 401(k) Retirement Plan | Boyne USA, Inc. | MI | 8,147 | $80.4M | $75K |
| Hka Enterprises 401(k) Retirement Savings Plan | Hka Enterprises, LLC | SC | 6,506 | $17.4M | $14K |
| Millwrights' Local 1102 Supplemental Pension Fund | Millwrights' Local 1102 Supplemental Pension Fund | MI | 5,173 | $0 | $48K |
| Jasper Holdings, Inc. 401(k) Plan | Jasper Holdings, Inc. | IN | 4,938 | $357M | $119K |
| Central Ohio UFCW Unions and Retail Employers Pension Plan | Board of Trustees of the Central Ohio UFCW Unions and Employers Pensio | OH | 4,708 | $56.9M | $39K |
| TSFR 401(k) Plan | TSFR Apple Venture LLC | MI | 3,763 | $12.2M | $8,987 |
| Bricklayers of Indiana Retirement Plan | Board of Trustees Bricklayers of Indiana Retirement Plan | IL | 3,251 | $198M | $23K |
| Harmonycares 401(k) Plan | U.S. Medical Management LLC | MI | 3,057 | $63.4M | $57K |
| STC Management Group, LLC 401(k) Retirement Savings Plan | STC Management Group, LLC | KY | 2,487 | $19.0M | $20K |
| UFCW Heartland Pension Fund | Board of Trustees of UFCW Heartland Pension Fund | OH | 2,333 | $58.7M | $57K |
| Cintas Corporation (G&K Services) Pension Plan | Cintas Corporation | OH | 2,290 | $52.8M | $65K |
| Otterbein Homes 401(k) Plan | Otterbein Homes | OH | 2,286 | $28.9M | $28K |
| Dean Transportation, Inc. 401(k) Plan | Dean Transportation, Inc. | MI | 1,650 | $11.9M | $18K |
| TECH24 Retirement Plan | Commercial Foodservice Repair, Inc. | SC | 1,548 | $40.9M | $58K |
| Operative Plasterers and Cement Masons Local No. 109 Pension Plan | Plasterers & Cement Masons Local No. 109 Pension Plan | MI | 1,466 | $127M | $33K |
| One Hope United 403(b) Plan | One Hope United | IL | 1,336 | $9.4M | $12K |
| Plumbers & Steamfitters Local 166 AFL-CIO Pension Plan | Plumbers and Steamfitters Local 166 | IN | 1,324 | $95.0M | $35K |
| Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies | Pennsylvania National Mutual Casualty Insurance Company | PA | 1,072 | $212M | $41K |
| Truenorth 401(k) Plan | True North Management, LLC | OH | 1,023 | $30.1M | $15K |
| Ats Construction 401(k) Retirement Plan | L-M Asphalt Partners, Ltd. (d/b/a Ats Construction) | KY | 997 | $26.9M | $26K |
| Michigan Corporate Services, LLC 401(k) Retirement Plan | Michigan Corporate Services, LLC | MI | 978 | $113M | $25K |
| Kentuckiana Comfort Center 401(k) Profit Sharing Plan | Kentuckiana Comfort Center, Inc. | KY | 971 | $29.0M | $28K |
| Manna, Inc. 401(k) Plan | Manna, Inc. | KY | 964 | $29.6M | $19K |
| Flint Plumb & Pipe Pension Fun | Trustees Flint Plumbing Pension Fun | MI | 961 | $117M | $13K |
| Rite Rug Co. 401(k) Retirement Plan | Rite Rug Company, Inc. | OH | 930 | $18.9M | $25K |
| Whitehall Industries Profit-Sharing and 401(k) Plan | Uacj Automotive Whitehall Industries Inc. | MI | 879 | $35.0M | $35K |
| Disabled American Veterans Retirement / Pension Equity Plan | Disabled American Veterans | KY | 826 | $71.5M | $83K |
| Sheet Metal Workers Local 224 Pension Fund | Sheet Metal Workers Local 224 Pension Fund BD of Trustees | MI | 795 | $76.1M | $10K |
| I.B.E.W. Local 246 Retirement Plan | I.B.E.W. Local 246 Retirement Plan Board of Trustees | PA | 792 | $29.2M | $13K |
| Crescent Park Corporation 401(k) Plan | Crescent Park Corporation | OH | 788 | $10.4M | $15K |
| I.L.A. Prssa Pension Plan | I.L.A. Prssa Pension Plan | PR | 784 | $108M | $12K |
| Elringklinger Retirement Savings Plan | Elringklinger Automotive Manufacturing, Inc. | MI | 764 | $27.6M | $26K |
| Dismas Charities, Inc. Retirement Plan | Dismas Charities, Inc. | KY | 762 | $38.9M | $39K |
| Sheltair Resources 401(k) Plan | Sheltair Resources, LLC | FL | 729 | $14.8M | $19K |
| Gardens Alive 401(k) Salary Savings Plan | Gardens Alive Inc. | IN | 725 | $41.5M | $33K |
| The Gold Medal Products Co. 401(k) Profit Sharing Plan | Gold Medal Products Co. | OH | 696 | $48.9M | $35K |
| Textile Processors Service Trades Health Care Professional and Technical Employees International Union Local No 1 Pension Fund | Board of Trustees, Textile Processors Service Trades Health Care | OH | 682 | $138K | $11K |
| Nationwide Uniform Corporation Retirement Plan | Nationwide Uniform Corporation | KY | 674 | $9.7M | $17K |
Questions and answers
How many plans does Fifth Third Bank serve?
134 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 Fifth Third Bank?
The median plan reported $43.16 per participant in direct and indirect compensation (133 plans reporting an amount), or 0.10% 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) (97 plans), Trustee (bank, trust company, or similar financial institution) (16 plans), Investment management (12 plans) and Custodial (securities) (10 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.