Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Iron-Co-Fid-Comprehensive
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, 29 retirement plans with 100 or more participants reported paying Iron-Co-Fid-Comprehensive $5,000 or more. Those plans cover 13,934 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $257K. Per plan, the median was $14.04 per participant, with the middle half of plans between $5.45 and $33.78. 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 New York (6), California (4) and Florida (2).
In 2013 it appeared on 15 such filings; in 2024, 29. 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 | $5.45 | $14.04 | $33.78 |
| Compensation as a share of plan net assets | 0.02% | 0.04% | 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 |
|---|---|---|---|---|---|
| Brio Living Services 403(b) Plan | United Methodist Retirement Communities, Inc. | MI | 1,554 | $32.2M | $14K |
| Upa 401(k) Savings Plan | University Physicians Association Inc. | TN | 1,502 | $39.6M | $0 |
| Homecentris Healthcare, LLC 401(k) Profit Sharing Plan and Trust | Homecentris Healthcare, LLC | MD | 1,299 | $3.2M | $1,116 |
| Cherry Health 403(b) Retirement Plan | Cherry Street Services, Inc. | MI | 943 | $42.5M | $20K |
| The Arc of Union County, Inc. Retirement Plan | The Arc of Union County, Inc. | NJ | 918 | $13.6M | $6,440 |
| Pinion, LLC 401(k) Plan | Pinion, LLC | KS | 783 | $126M | $61K |
| GMRG 401(k) Plan | GMRG Acq 1, LLC | KS | 691 | $3.7M | $726 |
| Key Family 401(k) Plan | Key Benefit Administrators | IN | 520 | $21.6M | $2,512 |
| Ludvik Electric Co. 401(k) Plan | Ludvik Electric Co. | CO | 471 | $22.7M | $2,860 |
| Golden Gate Regional Center 403(b) Plan | Golden Gate Regional Center | CA | 456 | $73.6M | $28K |
| Cooper Carry, Inc. 401(k) Plan | Cooper Carry, Inc. | GA | 442 | $64.7M | $30K |
| Hellenic American Neighborhood Action Committee 403(b) Erisa Retirement Plan | Hellenic American Neighborhood Action Committee | NY | 367 | $5.4M | $2,424 |
| Carter Funds LLC 401(k) Plan | Carter Funds LLC | FL | 353 | $7.4M | $1,359 |
| D2G Group, LLC 401(k) Plan | D2G Group, LLC | MA | 324 | $8.4M | $1,519 |
| Brethren Hillcrest Homes 403(b) Plan | Brethren Hillcrest Homes | CA | 313 | $11.3M | $5,260 |
| The Floating Hospital Tax Sheltered Annuity Plan | The Floating Hospital, Inc. | NY | 298 | $11.6M | $5,438 |
| Blair, Church & Flynn Consulting Engineers Retirement Plan | Blair, Church & Flynn Consulting Engineers, Inc. | CA | 296 | $22.2M | $9,850 |
| SJB Child Development Centers 403(b) Plan | SJB Child Development Centers | CA | 285 | $5.2M | $945 |
| Goodwill Industries of Central North Carolina, Inc. 401(k) Plan | Goodwill Industries of Central North Carolina, Inc. | NC | 268 | $9.0M | $4,491 |
| GDM Seeds, Inc. Employee Savings Trust | GDM Seeds, Inc. | IL | 245 | $9.4M | $1,698 |
| Orthopedic Specialists of SW Florida, P.A. 401(k) Profit Sharing Plan | Orthopedic Specialists of SW Florida, P.A. | FL | 234 | $34.7M | $0 |
| Network Adjusters, Incorporated 401(k) Profit Sharing Plan & Trust | Network Adjusters, Incorporated | NY | 230 | $17.7M | $12K |
| Coulson Aviation (USA), Inc. 401(k) Plan | Coulson Aviation (USA), Inc. | OR | 208 | $10.1M | $23K |
| Section 403(b) Retirement Plan for Amida Care, Inc. | Amida Care, Inc. | NY | 192 | $18.1M | $8,253 |
| All American Dairy Products, Inc. 401(k) Profit Sharing Plan | All American Dairy Products, Inc. | PA | 167 | $4.5M | $2,345 |
| Bush Auto Group Retirement Fund | Infiniti of West Chester, Inc. | PA | 167 | $7.4M | $5,724 |
| TCRS 401(k) Plan | Tri Cities Residential Services, Inc. | WA | 148 | $3.3M | $623 |
| Section 403(b) Retirement Plan for Big Brothers Big Sisters of New York City | Big Brothers Big Sisters of New York City | NY | 140 | $6.5M | $3,122 |
| Adrianna Papell, LLC Employees Profit Sharing & 401(k) Plan | Adrianna Papell, LLC | NY | 120 | $9.2M | $858 |
Questions and answers
How many plans does Iron-Co-Fid-Comprehensive serve?
29 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 Iron-Co-Fid-Comprehensive?
The median plan reported $14.04 per participant in direct and indirect compensation (27 plans reporting an amount), or 0.04% 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 management (8 plans), Investment advisory (plan) (7 plans), Investment advisory (participants) (7 plans) and Named fiduciary (3 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.