Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Truist Advisory Services, Inc.
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.
Truist Advisory Services, Inc. is named as a service provider on the Schedule C of 36 retirement plans with 100 or more participants for plan year 2024, covering 14,686 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $1.2M. Per plan, the median was $75.80 per participant, with the middle half of plans between $60.28 and $106. 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 Virginia (11), Georgia (5) and Florida (3).
In 2021 it appeared on 14 such filings; in 2024, 36. 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 | $60.28 | $75.80 | $106 |
| Compensation as a share of plan net assets | 0.14% | 0.20% | 0.26% |
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 |
|---|---|---|---|---|---|
| Upa 401(k) Savings Plan | University Physicians Association Inc. | TN | 1,502 | $39.6M | $152K |
| Mary's Center 403(b) Retirement Plan | Mary's Center for Maternal and Child Care Inc. | DC | 987 | $29.3M | $27K |
| Quality Equipment, LLC 401(k) Plan | Quality Equipment, LLC | NC | 839 | $39.4M | $62K |
| Kapsch Trafficcom 401(k) Plan | Kapsch Trafficcom USA, Inc. | GA | 824 | $84.8M | $70K |
| Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust | Brock & Scott PLLC | NC | 706 | $15.4M | $54K |
| Computer Enterprises, Inc. 401(k) Plan | Computer Enterprises, Inc. | PA | 683 | $15.9M | $19K |
| Conner Industries, Inc. 401(k) Profit Sharing Plan | Conner Industries, Inc. | TX | 611 | $11.0M | $34K |
| K Solv 401(k) Plan | K-Solv, LP | TX | 533 | $20.4M | $53K |
| Jetson Specialty Marketing Services Inc. 401(k) Retirement | Jetson Specialty Marketing Servi | PA | 494 | $8.9M | $35K |
| NVFS 401(k) Plan | Northern Virginia Family Service, Inc. | VA | 483 | $23.9M | $32K |
| St. Anne's Belfield, Inc. 403(b) Retirement Plan | St. Anne's Belfield, Inc. | VA | 483 | $47.0M | $34K |
| Vertical Earth 401(k) Plan | Vertical Earth, Inc. | GA | 463 | $6.4M | $18K |
| Spero Health, Inc. 401(k) Plan | Spero Health, Inc. | TN | 447 | $10.4M | $26K |
| Florida Community Health Centers , Inc. 401(k) Plan | Florida Community Health Centers | FL | 432 | $14.3M | $27K |
| Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan | Manning & Kass, Ellrod, Ramirez, Trester LLP | CA | 424 | $55.3M | $4,421 |
| KT Enterprises, Inc. 401(k) Plan | KT Enterprises, Inc. | VA | 325 | $20.6M | $26K |
| Red Light Management, LLC 401(k) Plan | Red Light Management, LLC | VA | 320 | $35.1M | $72K |
| Kinetic Physical Therapy and Wellness 401(k) Plan | Kinetic Physical Therapy and Wellness, Inc. | NC | 311 | $6.2M | $17K |
| FMS 401(k) Plan | FMS Financial Management Services, LLC | FL | 307 | $21.0M | $28K |
| Cma Retirement Plan | Community Management Associates, Inc. | GA | 306 | $9.2M | $25K |
| PHD, Inc. Profit Sharing Plan | Partners Hair Design Group, Inc. | VA | 273 | $14.8M | $28K |
| First Settlement Physical Therapy 401(k) Plan | First Settlement Physical Therapy, Inc. | WV | 270 | $7.2M | $17K |
| RCSS Holdings, Inc. 401(k) Plan | RCSS Holdings, Inc. | KY | 267 | $13.0M | $28K |
| Belcher Pharmaceuticals LLC 401(k) Plan | Belcher Pharmaceuticals LLC | FL | 256 | $1.3M | $1,776 |
| Ten Oaks, LLC 401(k) Plan | Ten Oaks, LLC | VA | 252 | $2.8M | $12K |
| Techlaw Consultants, Inc. Profit Sharing 401(k) Plan | Techlaw Consultants, Inc. | VA | 236 | $23.3M | $33K |
| Ambiopharm, Inc. 401(k) Plan | Ambiopharm, Inc. | SC | 212 | $6.9M | $23K |
| Grand Brands 401(k) Plan | Grand Brands LLC | VA | 210 | $5.3M | $13K |
| South Jersey Glass Co., Inc. 401(k) Plan | South Jersey Glass Co., Inc. | NJ | 208 | $12.6M | $22K |
| Absolute Business Solutions 401(k) Profit Sharing Plan | Absolute Business Solutions Incorporated | VA | 191 | $13.6M | $32K |
| Gastrointestinal Specialist of Geor Gia, Inc. 401(k) Profit Sharing Plan | Gastrointestinal Specialist of Geor Gia, Inc. | GA | 152 | $40.4M | $46K |
| Mortensen Woodwork, Inc. 401(k) Profit Sharing Plan | Mortensen Woodwork, Inc. | GA | 149 | $8.7M | $20K |
| KBS, Inc. Profit Sharing Plan and Trust | KBS, Inc. | VA | 146 | $33.7M | $46K |
| Komet USA, LLC 401(k) Plan | Komet USA, LLC | SC | 138 | $4.4M | $8,738 |
| J Becker Solutions Inc. 401(k) Profit Sharing Plan & Trust | J Becker Solutions Inc. | OH | 136 | $17.2M | $31K |
| Fairfax Neonatal Associates, P.C. 401(k) Profit Sharing Plan | Fairfax Neonatal Associates, P.C. | VA | 110 | $44.6M | $0 |
Questions and answers
How many plans does Truist Advisory Services, Inc. serve?
36 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 Truist Advisory Services, Inc.?
The median plan reported $75.80 per participant in direct and indirect compensation (35 plans reporting an amount), or 0.20% 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) (24 plans), Investment advisory (participants) (4 plans), Recordkeeping and information management (3 plans) and Trustee (bank, trust company, or similar financial institution) (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.