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Service provider · Schedule C, plan year 2024

Vanguard Fiduciary Trust Company

Most often reported for recordkeeping and administration

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.

36plans naming this provider
45,004participant records in those plans
$1.5Mcompensation reported, direct and indirect
$51.90median reported per participant35 plans with an amount

For plan year 2024, 36 retirement plans with 100 or more participants reported paying Vanguard Fiduciary Trust Company $5,000 or more. Those plans cover 45,004 participant records, and the service most often reported is recordkeeping and administration.

Reported compensation from those plans, direct and indirect, totalled $1.5M. Per plan, the median was $51.90 per participant, with the middle half of plans between $26.07 and $74.57. 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 (8), Pennsylvania (3) and Virginia (3).

In 2009 it appeared on 138 such filings; in 2024, 36 (down 74%). 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 plans25th percentileMedian75th percentile
Compensation per participant$26.07$51.90$74.57
Compensation as a share of plan net assets0.02%0.04%0.09%

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

2009: 1382010: 1242011: 1112012: 942013: 822014: 582015: 672016: 592017: 612018: 622019: 622020: 602021: 572022: 512023: 442024: 361383620092012201620202024
Plans with 100+ participants naming this provider
2009: $17.0M2010: $13.4M2011: $11.7M2012: $7.6M2013: $7.4M2014: $6.8M2015: $6.3M2016: $7.0M2017: $6.6M2018: $7.6M2019: $8.4M2020: $9.1M2021: $7.8M2022: $5.7M2023: $2.4M2024: $1.5M$17.0M$1.5M20092012201620202024
Compensation reported by those plans

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

Trustee (bank, trust company, or similar financial institution)17
Recordkeeping and information management12
Investment management5
Contract Administrator5
Participant loan processing4
Trustee (directed)4

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
The Nemours Foundation Section 403(b) PlanThe Nemours FoundationFL16,384$1.31B$17K
Employees' Retirement Plan of United Health ServicesUnited Health Services Hospitals Inc.NY3,688$249M$67K
IBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan BIBEW Local Union No. 22/NECA Joint Board of TrusteesNE3,296$353M$187K
Dollar Bank Employee Tax-Sheltered Incentive Savings PlanDollar Bank, Federal Savings BankPA2,390$245M$143K
Stanford University Staff Retirement Annuity PlanThe Board of Trustees of the Leland Stanford Junior UniversityCA2,367$197M$177K
I.B.E.W. Local Union No. 728 Annuity FundTrustees of IBEW Local 728 Annuity FundFL1,823$93.3M$87K
The Hyster-Yale Materials Handling, Inc. Combined Pension PlanHyster-Yale Materials Handling, Inc.OH1,377$45.0M$44K
Group Pension Plan for Employees of Central Insurance CompanyCentral Insurance CompanyOH1,271$220M$5,822
Hillsdale College Defined Contribution Retirement PlanHillsdale CollegeMI1,262$205M$4,892
The Kennedy Krieger Institute Pension PlanThe Kennedy Krieger InstituteMD833$48.3M$18K
Kirkland & Ellis LLP 2011 Retirement PlanKirkland & Ellis LLPIL783$784M$54K
University of Virginia Physicians Group Clinicians Supplemental Retirement PlanUniversity of Virginia Physicians GroupVA756$223M$10K
Drummond Company, Inc. Savings Plan for Salaried EmployeesDrummond Company, Inc.AL734$126M$27K
Woodward HRT Pension PlanWoodward, Inc.CO692$150M$41K
The American University in Cairo Custodial Retirement PlanThe American University in CairoNY621$84.5M$22K
Topflight Corporation Revised Retirement PlanTopflight CorporationPA600$98.6M$21K
Scripps Networks Interactive Pension PlanDiscovery Communications, LLCNY568$46.3M$58K
Pottstown Memorial Medical Center Retirement Income PlanPMMC Over Liquidation, LLCPA564$40.9M$37K
Ardent Mills, LLC Pension Plan for Union EmployeesArdent Mills, LLCCO543$16.7M$14K
The Retirement Plan of Kennebunk Savings BankKennebunk Savings BankME530$68.3M$18K
Hawaiian Telcom Hourly Employees Pension PlanHawaiian Telcom Communications, Inc.HI434$69.8M$77K
Mod-Pac Corp. Profit SHARING/401(K) PlanMod-Pac Corp.NY405$32.3M$0
Mbi, Inc. 401(k) PlanMbi, Inc.CT403$64.7M$21K
Retirement Income Plan for Employees of Edison Electric InstituteEdison Electric InstituteDC336$130M$27K
Woodward FST Employees' Pension PlanWoodward, Inc.CO292$18.7M$11K
Drummond Company, Inc. Steelworkers 401(k) PlanDrummond Company, Inc.AL264$18.3M$6,950
Ub Distributors, LLC Pension PlanUb Distributors, LLCNY250$7.5M$6,431
National Cargo Bureau, Inc. Pension PlanNational Cargo Bureau, Inc.NY243$119M$22K
HRL Pension Plan for Non-Bargained EmployeesHRL Laboratories, LLCCA212$38.8M$16K
Husch Blackwell LLP Cash Balance Pension PlanHusch Blackwell LLPMO196$17.4M$11K
Burke & Herbert Bank & Trust Company Retirement PlanBurke & Herbert Bank & Trust CompanyVA195$30.6M$3,492
Insulators & Allied Workers Local 39 Money Purchase Pension PlanTrustees of Insulators & Allied Workers Local 39 Pension PlanNE181$51.4M$75K
The New York Community Hospital of Brooklyn, Inc. Employees' Pension PlanThe New York Community Hospital of BrooklynNY139$13.6M$13K
Pentagon Federal Credit Union Fort Buchanan Retirement PlanPentagon Federal Credit UnionVA130$4.4M$8,246
Retirement Income Plan of Graham CorporationGraham CorporationNY122$30.8M$17K
Winpak Portion Packaging, Inc. - Pension PlanWinpak Portion Packaging Inc.IL120$18.5M$103K

Questions and answers

How many plans does Vanguard Fiduciary Trust Company 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 Vanguard Fiduciary Trust Company?

The median plan reported $51.90 per participant in direct and indirect compensation (35 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 Trustee (bank, trust company, or similar financial institution) (17 plans), Recordkeeping and information management (12 plans), Investment management (5 plans) and Contract Administrator (5 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.