TRUIST ADVISORY
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
86
Active participants
24,605
Total plan assets
$1.5B
Filings (rows)
87
Direct comp
$1.4M
Indirect comp
$1.1M
Aggregating 2 name variants under "TRUIST ADVISORY"
SERVICES PROVIDED
Advisor / Consultant68
Other18
Top plans served
Showing top 87 of 86 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SENTRY EQUIPMENT ERECTORS, INC. SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | FOREST, VA | Other INVESTMENT AD VISORY PLAN | 169 | $87.3M | $51K |
| KAPSCH TRAFFICCOM USA, INC. KAPSCH TRAFFICCOM 401(K) PLAN | DULUTH, GA | Advisor / Consultant INVESTMENT ADVISORY | 615 | $84.8M | $0 |
| KAPSCH TRAFFICCOM USA, INC. KAPSCH TRAFFICCOM 401(K) PLAN | DULUTH, GA | Advisor / Consultant INVESTMENT ADVISORY | 658 | $66.4M | $0 |
| MANNING & KASS, ELLROD, RAMIREZ, TRESTER LLP MANNING & KASS, ELLROD, RAMIREZ, TRESTER LLP 401(K) PLAN | LOS ANGELES, CA | Advisor / Consultant RIA | 219 | $54.8M | $4K |
| FAIRFAX NEONATAL ASSOCIATES, P.C. FAIRFAX NEONATAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | FAIRFAX, VA | Advisor / Consultant INVESTMENT ADVISOR | 70 | $44.6M | $0 |
| ST. ANNE'S BELFIELD, INC. ST. ANNE'S BELFIELD, INC. 403(B) RETIREMENT PLAN | CHARLOTTESVILLE, VA | Advisor / Consultant INVESTMENT ADVISORY | 272 | $44.0M | $43K |
| GASTROINTESTINAL SPECIALIST OF GEOR GIA, INC. GASTROINTESTINAL SPECIALIST OF GEOR GIA, INC. 401(K) PROFIT SHARING PLAN | MARIETTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 113 | $40.4M | $46K |
| UNIVERSITY PHYSICIANS ASSOCIATION INC UPA 401(K) SAVINGS PLAN | KNOXVILLE, TN | Advisor / Consultant PLAN ADVISOR | 1,075 | $39.6M | $152K |
| QUALITY EQUIPMENT, LLC QUALITY EQUIPMENT, LLC 401(K) PLAN | FUQUAY-VARINA, NC | Other SERVICE PROVIDER | 645 | $39.4M | $0 |
| RED LIGHT MANAGEMENT, LLC RED LIGHT MANAGEMENT, LLC 401(K) PLAN | CHARLOTTESVILLE, VA | Advisor / Consultant INVESTMENT ADVISORY | 296 | $35.1M | $0 |
| UNIVERSITY PHYSICIANS ASSOCIATION INC UPA 401(K) SAVINGS PLAN | KNOXVILLE, TN | Advisor / Consultant PLAN ADVISOR | 1,052 | $34.4M | $76K |
| QUALITY EQUIPMENT, LLC QUALITY EQUIPMENT, LLC 401(K) PLAN | FUQUAY-VARINA, NC | Other SERVICE PROVIDER | 688 | $33.9M | $0 |
| KBS, INC. KBS, INC. PROFIT SHARING PLAN AND TRUST | RICHMOND, VA | Advisor / Consultant ADVISOR | 108 | $31.1M | $65K |
| SENTRY EQUIPMENT ERECTORS, LLC SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | FOREST, VA | Other INVESTMENT AD VISORY PLAN | 184 | $29.8M | $49K |
| MARY'S CENTER FOR MATERNAL AND CHILD CARE INC. MARY'S CENTER 403(B) RETIREMENT PLAN | WASHINGTION, DC | Advisor / Consultant INVESTMENT ADVISORY | 822 | $29.3M | $27K |
| RED LIGHT MANAGEMENT, LLC RED LIGHT MANAGEMENT, LLC 401(K) PLAN | CHARLOTTESVILLE, VA | Advisor / Consultant INVESTMENT ADVISORY | 265 | $28.7M | $0 |
| UNIVERSITY PHYSICIANS ASSOCIATION INC UPA 401(K) SAVINGS PLAN | KNOXVILLE, TN | Other | 1,008 | $27.0M | $63K |
| QUALITY EQUIPMENT, LLC QUALITY EQUIPMENT, LLC 401(K) PLAN | FUQUAY-VARINA, NC | Other SERVICE PROVIDER | 665 | $25.6M | $0 |
| MARY'S CENTER FOR MATERNAL AND CHILD CARE INC. MARY'S CENTER 403(B) RETIREMENT PLAN | WASHINGTION, DC | Advisor / Consultant INVESTMENT ADVISORY | 824 | $25.2M | $6K |
| NORTHERN VIRGINIA FAMILY SERVICE, INC. NVFS 401(K) PLAN | FALLS CHURCH, VA | Advisor / Consultant INVESTMENT ADVISORY | 324 | $23.9M | $0 |
| KBS, INC. KBS, INC. PROFIT SHARING PLAN AND TRUST | RICHMOND, VA | Advisor / Consultant ADVISOR | 118 | $23.7M | $33K |
| RED LIGHT MANAGEMENT, LLC RED LIGHT MANAGEMENT, LLC 401(K) PLAN | CHARLOTTESVILLE, VA | Advisor / Consultant INVESTMENT ADVISORY | 222 | $23.7M | $0 |
| TECHLAW CONSULTANTS, INC. TECHLAW CONSULTANTS, INC. PROFIT SHARING 401(K) PLAN | CHANTILLY, VA | Advisor / Consultant INVESTMENT ADVISOR | 165 | $22.4M | $20K |
| FMS FINANCIAL MANAGEMENT SERVICES, LLC FMS 401(K) PLAN | FORT LAUDERDALE, FL | Advisor / Consultant ADVISOR | 250 | $21.0M | $28K |
| NORTHERN VIRGINIA FAMILY SERVICE, INC. NVFS 401(K) PLAN | OAKTON, VA | Advisor / Consultant INVESTMENT ADVISORY | 323 | $20.9M | $0 |
| KT ENTERPRISES, INC. KT ENTERPRISES, INC. 401(K) PLAN | BRISTOW, VA | Advisor / Consultant INVESTMENT ADVISORY | 278 | $20.6M | $0 |
| K-SOLV, LP K SOLV 401(K) PLAN | HOUSTON, TX | Advisor / Consultant ADVISOR | 372 | $20.4M | $53K |
| KT ENTERPRISES, INC. KT ENTERPRISES, INC. 401(K) PLAN | BRISTOW, VA | Advisor / Consultant INVESTMENT ADVISORY | 290 | $19.1M | $0 |
| K-SOLV, LP K SOLV 401(K) PLAN | HOUSTON, TX | Advisor / Consultant ADVISOR | 304 | $17.9M | $35K |
| NORTHERN VIRGINIA FAMILY SERVICE, INC. NVFS 401(K) PLAN | OAKTON, VA | Advisor / Consultant INVESTMENT ADVISORY | 325 | $17.6M | $0 |
| J BECKER SOLUTIONS INC J BECKER SOLUTIONS INC 401K PROFIT SHARING PLAN & TRUST | WESTLAKE, OH | Other INVESTMENT/FINANCIAL ADVI | 106 | $17.2M | $31K |
| KT ENTERPRISES, INC. KT ENTERPRISES, INC. 401(K) PLAN | BRISTOW, VA | Advisor / Consultant INVESTMENT ADVISORY | 297 | $16.3M | $0 |
| COMPUTER ENTERPRISES, INC. COMPUTER ENTERPRISES, INC. 401(K) PLAN | PITTSBURGH, PA | Other NONE | 521 | $15.9M | $19K |
| JERRY'S GM, LLC JERRY'S GM, LLC 401(K) PLAN | WEATHERFORD, TX | Advisor / Consultant INVESTMENT ADVISORY - PLA | 230 | $15.7M | $20K |
| BROCK & SCOTT PLLC BROCK & SCOTT PLLC 401K PROFIT SHARING PLAN AND TRUST | WINSTON SALEM, NC | Advisor / Consultant ADVISOR | 628 | $15.4M | $54K |
| PARTNERS HAIR DESIGN GROUP, INC. PHD, INC. PROFIT SHARING PLAN | MCLEAN, VA | Advisor / Consultant INVESTMENT ADVISOR | 230 | $14.8M | $28K |
| FLORIDA COMMUNITY HEALTH CENTERS FLORIDA COMMUNITY HEALTH CENTERS , INC. 401(K) PLAN | WEST PALM BEACH, FL | Other INVESTMENT/FINANCIAL ADVI | 327 | $14.3M | $27K |
| J BECKER SOLUTIONS INC J BECKER SOLUTIONS INC 401K PROFIT SHARING PLAN & TRUST | WESTLAKE, OH | Other INVESTMENT/FINANCIAL ADVI | 120 | $14.2M | $12K |
| PARTNERS HAIR DESIGN GROUP, INC. PHD, INC. PROFIT SHARING PLAN | MCLEAN, VA | Advisor / Consultant INVESTMENT ADVISOR | 230 | $13.7M | $24K |
| ABSOLUTE BUSINESS SOLUTIONS INCORPORATED ABSOLUTE BUSINESS SOLUTIONS 401(K) PROFIT SHARING PLAN | MCLEAN, VA | Advisor / Consultant INVESTMENT ADVISOR | 67 | $13.6M | $32K |
| GLOBAL WIRELESS SOLUTIONS, INC. GLOBAL WIRELESS SOLUTIONS, INC. 401(K) PLAN | DULLES, VA | Advisor / Consultant INVESTMENT ADVISORY | 27 | $12.8M | $0 |
| GLOBAL WIRELESS SOLUTIONS, INC. GLOBAL WIRELESS SOLUTIONS, INC. 401(K) PLAN | DULLES, VA | Advisor / Consultant INVESTMENT ADVISORY | 112 | $12.7M | $0 |
| GLOBAL WIRELESS SOLUTIONS, INC. GLOBAL WIRELESS SOLUTIONS, INC. 401(K) PLAN | DULLES, VA | Advisor / Consultant INVESTMENT ADVISORY | 55 | $12.6M | $0 |
| SOUTH JERSEY GLASS CO, INC. SOUTH JERSEY GLASS CO, INC. 401(K) PLAN | VINELAND, NJ | Other INVESTMENT SERVICES | 162 | $12.6M | $0 |
| FLORIDA COMMUNITY HEALTH CENTERS FLORIDA COMMUNITY HEALTH CENTERS , INC. 401(K) PLAN | WEST PALM BEACH, FL | Other INVESTMENT/FINANCIAL ADVI | 357 | $12.1M | $20K |
| ABSOLUTE BUSINESS SOLUTIONS INCORPORATED ABSOLUTE BUSINESS SOLUTIONS 401(K) PROFIT SHARING PLAN | MCLEAN, VA | Advisor / Consultant INVESTMENT ADVISOR | 121 | $12.1M | $13K |
| BROCK & SCOTT PLLC BROCK & SCOTT PLLC 401(K) PROFIT SHARING PLAN & TRUST | WINSTON SALEM, NC | Advisor / Consultant ADVISOR | 497 | $11.8M | $35K |
| PARTNERS HAIR DESIGN GROUP, INC. PHD, INC. PROFIT SHARING PLAN | MCLEAN, VA | Advisor / Consultant INVESTMENT ADVISOR | 241 | $11.5M | $24K |
| CONNER INDUSTRIES, INC. CONNER INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | FORT WORTH, TX | Advisor / Consultant INVESTMENT ADVISORY | 563 | $11.0M | $34K |
| NET100, LTD. NET100 401K PLAN | CHANTILLY, VA | Advisor / Consultant INVESTMENT ADVISORY | 171 | $9.8M | $0 |
| CONNER INDUSTRIES, INC. CONNER INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | FORT WORTH, TX | Advisor / Consultant INVESTMENT ADVISORY | 525 | $9.1M | $8K |
| JETSON SPECIALTY MARKETING SERVI JETSON SPECIALTY MARKETING SERVICES INC. 401(K) RETIREMENT | KUTZTOWN, PA | Other INVESTMENT/FINANCIAL ADVI | 349 | $8.9M | $17K |
| JETSON SPECIALTY MARKETING SERVI JETSON SPECIALTY MARKETING SERVICES INC. 401(K) RETIREMENT | KUTZTOWN, PA | Other INVESTMENT/FINANCIAL ADVI | 349 | $8.9M | $17K |
| NET100, LTD. NET100 401K PLAN | CHANTILLY, VA | Advisor / Consultant INVESTMENT ADVISORY | 165 | $8.9M | $0 |
| MORTENSEN WOODWORK, INC. MORTENSEN WOODWORK, INC. 401(K) PROFIT SHARING PLAN | UNION CITY, GA | Advisor / Consultant INVESTMENT ADVISORY | 99 | $8.7M | $0 |
| AMBIOPHARM, INC. AMBIOPHARM, INC. 401(K) PLAN | BEECH ISLAND, SC | Advisor / Consultant INVESTMENT ADVISORY | 165 | $8.2M | $6K |
| JACKSON MARKETING GROUP, INC. JACKSON MARKETING GROUP, INC. 401K PROFIT SHARING | SIMPSONVILLE, SC | Other SERVICE PROVIDER | 77 | $7.8M | $0 |
| BROCK & SCOTT PLLC BROCK & SCOTT PLLC 401(K) PROFIT SHARING PLAN & TRUST | WINSTON SALEM, NC | Advisor / Consultant ADVISOR | 440 | $7.7M | $28K |
| MORTENSEN WOODWORK, INC. MORTENSEN WOODWORK, INC. 401(K) PROFIT SHARING PLAN | UNION CITY, GA | Advisor / Consultant INVESTMENT ADVISORY | 120 | $7.5M | $0 |
| THE RABEN GROUP, LLC THE RABEN GROUP, LLC 401(K) RETIREMENT PLAN | WASHINGTON, DC | Advisor / Consultant INVESTMENT ADVISORY | 95 | $7.5M | $0 |
| JACKSON MARKETING GROUP, INC. JACKSON MARKETING GROUP, INC. 401K PROFIT SHARING | SIMPSONVILLE, SC | Other SERVICE PROVIDER | 83 | $7.2M | $0 |
| FIRST SETTLEMENT PHYSICAL THERAPY, INC. FIRST SETTLEMENT PHYSICAL THERAPY 401(K) PLAN | PARKERSBURG, WV | Advisor / Consultant INVESTMENT ADVISOR | 225 | $7.2M | $17K |
| MORTENSEN WOODWORK, INC. MORTENSEN WOODWORK, INC. 401(K) PROFIT SHARING PLAN | UNION CITY, GA | Advisor / Consultant INVESTMENT ADVISORY | 115 | $7.0M | $0 |
| AMBIOPHARM, INC. AMBIOPHARM, INC. 401(K) PLAN | BEECH ISLAND, SC | Advisor / Consultant INVESTMENT ADVISORY | 146 | $6.9M | $23K |
| SOUTHEASTERN PRODUCTS, INC. SOUTHEASTERN PRODUCTS 401(K) RETIREMENT SAVINGS PLAN | FOUNTAIN INN, SC | Advisor / Consultant INVESTMENT ADVISORY | 129 | $6.6M | $0 |
| COMMUNITY NEWSPAPERS, INC. COMMUNITY NEWSPAPERS, INC. RETIREMENT PLAN FOR EMPLOYEES | ATHENS, GA | Advisor / Consultant ADVISOR | 274 | $6.6M | $16K |
| JETSON SPECIALTY MARKETING SERVI JETSON SPECIALTY MARKETING SERVICES INC. 401(K) RETIREMENT | KUTZTOWN, PA | Other INVESTMENT/FINANCIAL ADVI | 349 | $6.4M | $12K |
| VERTICAL EARTH, INC. VERTICAL EARTH 401(K) PLAN | CUMMING, GA | Advisor / Consultant INVESTMENT ADVISORY | 355 | $6.4M | $0 |
| KINETIC PHYSICAL THERAPY AND WELLNESS, INC KINETIC PHYSICAL THERAPY AND WELLNESS 401(K) PLAN | GREENVILLE, NC | Advisor / Consultant ADVISOR | 284 | $6.2M | $17K |
| SOUTHEASTERN PRODUCTS, INC. SOUTHEASTERN PRODUCTS 401(K) RETIREMENT SAVINGS PLAN | FOUNTAIN INN, SC | Advisor / Consultant INVESTMENT ADVISOR | 115 | $5.5M | $0 |
| GRAND BRANDS LLC GRAND BRANDS 401(K) PLAN | VIRGINIA BEACH, VA | Advisor / Consultant INVESTMENT ADVISOR | 185 | $5.3M | $13K |
| GRAND BRANDS LLC GRAND BRANDS 401(K) PLAN | VIRGINIA BEACH, VA | Advisor / Consultant INVESTMENT ADVISOR | 180 | $5.1M | $11K |
| LIGHTNIN' PRODUCTION RENTALS, INC. LIGHTNIN PRODUCTION RENTALS 401(K) PLAN | LAWRENCEVILLE, GA | Advisor / Consultant INVESTMENT ADVISORY | 73 | $4.8M | $0 |
| HOSPICE OF THE PIEDMONT, INC. HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN | CHARLOTTESVILLE, VA | Advisor / Consultant INVESTMENT ADVISORY | 182 | $4.8M | $0 |
| KOMET USA, LLC KOMET USA, LLC 401(K) PLAN | ROCK HILL, SC | Advisor / Consultant INVESTMENT ADVISORY- PLAN | 87 | $4.6M | $8K |
| KINETIC PHYSICAL THERAPY AND WELLNESS, INC KINETIC PHYSICAL THERAPY AND WELLNESS 401(K) PLAN | GREENVILLE, NC | Advisor / Consultant ADVISOR | 158 | $4.5M | $10K |
| KOMET USA, LLC KOMET USA, LLC 401(K) PLAN | ROCK HILL, SC | Advisor / Consultant INVESTMENT ADVISORY- PLAN | 85 | $4.4M | $9K |
| VERTICAL EARTH, INC. VERTICAL EARTH 401(K) PLAN | CUMMING, GA | Advisor / Consultant INVESTMENT ADVISORY | 215 | $4.4M | $0 |
| LIGHTNIN' PRODUCTION RENTALS, INC. LIGHTNIN PRODUCTION RENTALS 401(K) PLAN | LAWRENCEVILLE, GA | Advisor / Consultant INVESTMENT ADVISORY | 75 | $4.1M | $0 |
| COASTAL HOSPITALITY ASSOCIATES, LLC COASTAL HOSPITALITY ASSOCIATES, LLC 401(K) PLAN | VIRGINIA BEACH, VA | Advisor / Consultant REG INVESTMENT ADVISOR | 194 | $3.7M | $2K |
| KOMET USA, LLC KOMET USA, LLC 401(K) PLAN | ROCK HILL, SC | Advisor / Consultant INVESTMENT ADVISORY- PLAN | 84 | $3.7M | $8K |
| UNITED OBSTETRICS AND GYNECOLOGY, P.C. UNITED OBSTETRICS AND GYNECOLOGY, P. C. 401(K) PLAN | TIFTON, GA | Advisor / Consultant INVESTMENT ADVISORY | 157 | $3.2M | $0 |
| VERTICAL EARTH, INC. VERTICAL EARTH 401(K) PLAN | CUMMING, GA | Advisor / Consultant INVESTMENT ADVISORY | 108 | $3.1M | $0 |
| ENGINEERED TOWER SOLUTIONS, PLLC ENGINEERED TOWER SOLUTIONS 401(K) PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISOR | 86 | $2.5M | $12K |
| BELCHER PHARMACEUTICALS LLC BELCHER PHARMACEUTICALS LLC 401(K) PLAN | LARGO, FL | Other NONE | 255 | $1.3M | $2K |
| PARAMOUNT HOSPITALITY MANAGEMENT PARAMOUNT HOSPITALITY MANAGEMENT 401(K) PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 153 | $888K | $0 |
| BAYWOOD CRENSHAW, LLC BAYWOOD CROSSING REHABILITATION AND HEALTHCARE CENTER 401(K) PLAN | HOUSTON, TX | Other NONE | 437 | $490K | $309 |