First Citizens Investor Services

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

886

Total plan assets

$71.1M

Filings (rows)

Direct comp

$31K

Indirect comp

$3K

Showing only "FIRST CITIZENS INVESTOR SERVICES"

View all 16 variants aggregated →

FIRST CITIZENS BANK & TRUST36 FIRST CITIZENS BANK AND TRUST COMPA22 FIRST CITIZENS BANK20 FIRST CITIZENS BANK AND TRUST CO15 FIRST CITIZENS BANK INST TRUST8 FIRST CITIZENS INVESTOR SERVICES I7

SERVICES PROVIDED

Advisor / Consultant2

Other service providers1

Prospecting the plans that use First Citizens Investor Services?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Barnhardt Manufacturing Company Barnhardt Manufacturing Company 401(k) Plan · all filings	CHARLOTTE, NC	Advisor / Consultant	236	$39.2M	$24K	$0
Tietex International Ltd. Tietex International, Ltd., 401(k) Retirement Savings Plan · all filings	SPARTANBURG, SC	Advisor / Consultant	373	$28.9M	$7K	$0
Wayne Action Group for Economic Solvency, Inc. 401(a) Thrift Plan of Wayne Action Group for Economic Solvency, Inc. · all filings	GOLDSBORO, NC	Other service providers	277	$3.0M	$0	$3K