Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Iron Fiduciary
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.
Iron Fiduciary is named as a service provider on the Schedule C of 70 retirement plans with 100 or more participants for plan year 2024, covering 48,187 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $469K. Per plan, the median was $11.10 per participant, with the middle half of plans between $5.63 and $25.17. 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 (7), California (6) and Virginia (6).
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $5.63 | $11.10 | $25.17 |
| Compensation as a share of plan net assets | 0.04% | 0.05% | 0.06% |
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 |
|---|---|---|---|---|---|
| Trion Solutions, Inc. 401(k) Profit Sharing Plan | Trion Solutions, Inc. | MI | 8,551 | $107M | $6,932 |
| Fpi Management, Inc. 401(k) Plan | Fpi Management, Inc. | CA | 4,448 | $23.2M | $8,080 |
| Link Homecare, LLC Retirement Plan and Trust | Link Homecare, LLC | NY | 4,013 | $2.2M | $862 |
| H Mart 401(k) Plan | H Mart Inc. | NJ | 3,928 | $22.7M | $9,903 |
| Tiff's Treats GP, LLC 401(k) Plan | Tiff's Treats GP, LLC | TX | 1,514 | $8.4M | $2,374 |
| C. Ross Management 401(k) and Profit Sharing Plan | C. Ross Management, LLC | GA | 1,512 | $2.7M | $1,050 |
| Elm Staffing, Inc. 401(k) Plan | Employee Liability Management, Inc. | AL | 1,289 | $26.1M | $12K |
| Time Manufacturing Company 401(k) Plan | Time Manufacturing Company | TX | 1,137 | $33.2M | $13K |
| Eyesight Holding Co., LLC 401(k) Plan | Eyesight Holding Co., LLC | TX | 1,064 | $12.4M | $6,328 |
| Kaufman Trailers 401(k) Plan | Kaufman Trailers, LLC | NC | 872 | $9.0M | $5,060 |
| Sheet Metal Workers International Assoc., Local 3 401(k) Plan | Sheet Metal Workers International Assoc., Local 3 | NE | 865 | $52.0M | $25K |
| Pridestaff, Inc. 401(k) Plan | Pridestaff, Inc. | CA | 801 | $9.6M | $4,485 |
| Charter Foods Inc. 401(k) Plan | Charter Foods Inc. | TN | 742 | $9.8M | $4,587 |
| Frick's Meat Products, Inc. 401(k) Plan | Frick's Meat Products, Inc. DBA Frick's Quality Meats, Inc. | MO | 715 | $13.8M | $11K |
| Charlotte Behavioral Health Care, Inc. Retirement Plan | Charlotte Behavioral Health Care, Inc. | FL | 676 | $12.2M | $7,915 |
| The Delta Companies 401(k) Plan | TDC Opco, LLC DBA the Delta Companies | TX | 634 | $11.6M | $11K |
| Epic Fitness Group Retirement Plan | Efg Management Co. Inc. | MI | 603 | $3.9M | $8,480 |
| Trailboss Enterprises, Inc. 401(k) Plan | Trailboss Enterprises | AK | 583 | $6.7M | $4,817 |
| Antwerpen Automotive Group 401(k) Plan | J.A. Motorcars, Inc. | MD | 575 | $7.4M | $1,424 |
| Robert Resources, L.L.C. Retirement Plan and Trust | Robert Resources, L.L.C. | LA | 567 | $4.7M | $2,291 |
| Equality Health, LLC 401(k) Plan | Equality Health, LLC | AZ | 551 | $18.0M | $3,359 |
| Falcons Management 401(k) Plan | Falcons Management LLC | GA | 544 | $3.3M | $1,700 |
| Apla Health & Wellness 403(b) Plan | Apla Health & Wellness | CA | 485 | $23.5M | $17K |
| Compa Industries, Inc. 401(k) Plan | Compa Industries, Inc. | NM | 449 | $11.9M | $2,236 |
| Philly Transportation Group 401(k) Plan | Philly Transportation, LLC | PA | 422 | $2.7M | $290 |
| Mitchell Companies 401(k) Plan | Mitchell Companies, LLC | MS | 413 | $22.6M | $13K |
| The Windermere 401(k) Plan | Windermere Real Estate Services Company | WA | 407 | $27.9M | $13K |
| Homeland Center 401(k) Plan | Home for the Friendless d/b/a Homeland Center | PA | 401 | $9.6M | $1,794 |
| Valley Wide Beverage Company 401(k) Profit Sharing Plan | Fresno Beverage Company, Inc. | CA | 382 | $9.8M | $4,683 |
| Codilis & Associates, P. C. 401(k) Profit Sharing Plan | Codilis & Associates, P.C. | IL | 363 | $37.2M | $18K |
| National Development Associates of New England & Affiliates 401(k) Profit Sharing Plan & Trust | National Development Associates of New England, Inc. | MA | 361 | $72.6M | $28K |
| Country-Wide Insurance Co. 401(k) Plan | Country-Wide Insurance Co. | NY | 357 | $31.9M | $15K |
| Vna Health System 403(b) Plan | Vna Health System | PA | 339 | $8.6M | $6,680 |
| CTC Global Corporation 401(k) Plan | CTC Global Corporation | CA | 336 | $19.0M | $14K |
| Adult Resource Center, Inc. 403(b) Plan | Adult Resources Center, Inc. (d/b/a A.R.C.) | NY | 335 | $2.7M | $1,249 |
| Homestead Funding Corp. 401(k) Plan | Homestead Funding Corp. | NY | 312 | $40.1M | $7,883 |
| Psychiatric Staffing, LLC 401(k) Plan | Psychiatric Staffing, LLC | AL | 312 | $3.5M | $2,587 |
| Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan | Klingbeil Capital Management, Ltd. | VA | 301 | $21.0M | $9,029 |
| Jack Doheny Company 401(k) Plan | Jack Doheny Company | MI | 290 | $16.6M | $7,889 |
| Liberty House Restaurant Corporation 401(k) Plan | Liberty House Restaurant Corporation | GA | 278 | $11.0M | $12K |
Questions and answers
How many plans does Iron Fiduciary serve?
70 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 Fiduciary?
The median plan reported $11.10 per participant in direct and indirect compensation (70 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 Investment management (24 plans), Investment advisory (plan) (18 plans), Investment advisory (participants) (18 plans) and Named fiduciary (4 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.