TRUIST INVESTMENT
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
48
Active participants
276,534
Total plan assets
$1.7B
Filings (rows)
48
Direct comp
$805K
Indirect comp
$201K
Aggregating 5 name variants under "TRUIST INVESTMENT"
SERVICES PROVIDED
Advisor / Consultant24
Other19
Broker4
TPA / Administrator1
Top plans served
All 48 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES, IA | Other OTHER SERVICES | 161,040 | $650.9M | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES, IA | Other OTHER SERVICES | 106,368 | $384.2M | $0 |
| QUANTUM PHYSICIAN SERVICES, LLC QUANTUM RADIOLOGY, P.C. RETIREMENT PLAN | MARIETTA, GA | Other NONE | 151 | $86.4M | $0 |
| QUANTUM PHYSICIAN SERVICES, LLC QUANTUM RADIOLOGY, P.C. RETIREMENT PLAN | MARIETTA, GA | Other NONE | 151 | $78.9M | $0 |
| QUANTUM PHYSICIAN SERVICES, LLC QUANTUM RADIOLOGY, P.C. RETIREMENT PLAN | MARIETTA, GA | Other NONE | 122 | $61.7M | $12K |
| PRISM MARITIME, LLC PRISM MARITIME, LLC RETIREMENT TRUST | CHESAPEAKE, VA | Advisor / Consultant INVESTMENT ADVISOR | 353 | $26.2M | $52K |
| TECHLAW CONSULTANTS, INC. TECHLAW CONSULTANTS, INC. PROFIT SHARING 401(K) PLAN | CHANTILLY, VA | Advisor / Consultant INVESTMENT ADVISOR | 166 | $25.2M | $38K |
| PRISM MARITIME, LLC PRISM MARITIME, LLC RETIREMENT TRUST | CHESAPEAKE, VA | Advisor / Consultant INVESTMENT ADVISOR | 304 | $22.1M | $45K |
| PRISM MARITIME, LLC PRISM MARITIME, LLC RETIREMENT TRUST | CHESAPEAKE, VA | Advisor / Consultant INVESTMENT ADVISOR | 327 | $17.7M | $42K |
| FMS FINANCIAL MANAGEMENT SERVICES, LLC FMS 401(K) PLAN | FORT LAUDERDALE, FL | Advisor / Consultant ADVISOR | 248 | $17.4M | $12K |
| GRANDSOUTH BANK GRANDSOUTH BANK 401(K) PLAN | GREENVILLE, SC | Advisor / Consultant INVESTMENT ADVISOR | 193 | $14.8M | $39K |
| EAST COAST REPAIR AND FABRICATION, LLC EAST COAST REPAIR AND FABRICATION 401(K) PROFIT SHARING PLAN | PORTSMOUTH, VA | Other SHAREHOLDER PROVIDER | 232 | $14.0M | $27K |
| TMC TECHNOLOGIES OF WEST VIRGINIA CORP. TMC TECHNOLOGIES 401(K) PLAN | FAIRMONT, WV | Advisor / Consultant INVESTMENT ADVISOR | 140 | $14.0M | $38K |
| EAST COAST REPAIR AND FABRICATION, LLC EAST COAST REPAIR AND FABRICATION 401(K) PROFIT SHARING PLAN | PORTSMOUTH, VA | Other SHAREHOLDER PROVIDER | 223 | $13.1M | $32K |
| RCSS HOLDINGS, INC. RCSS HOLDINGS, INC. 401(K) PLAN | BOWLING GREEN, KY | Other SERVICE PROVIDER | 249 | $13.0M | $0 |
| RA-LIN & ASSOCIATES, INC. RA-LIN CONSTRUCTION COMPANY 401(K) PLAN | CARROLLTON, GA | Advisor / Consultant ADVISOR | 141 | $12.2M | $0 |
| RCSS HOLDINGS, INC. RCSS HOLDINGS, INC. 401(K) PLAN | BOWLING GREEN, KY | Other SERVICE PROVIDER | 227 | $11.6M | $0 |
| TMC TECHNOLOGIES OF WEST VIRGINIA CORP. TMC TECHNOLOGIES 401(K)PLAN | FAIRMONT, WV | Advisor / Consultant INVESTMENT ADVISOR | 131 | $11.3M | $28K |
| HOMELAND SECURITY SOLUTIONS H.S.S.I. 401(K) PLAN | HAMPTON, VA | Advisor / Consultant INVESTMENT ADVISOR | 45 | $11.0M | $7K |
| EAST COAST REPAIR AND FABRICATION, LLC EAST COAST REPAIR AND FABRICATION 401(K) PROFIT SHARING PLAN | PORTSMOUTH, VA | Other SHAREHOLDER PROVIDER | 208 | $10.7M | $27K |
| RA-LIN & ASSOCIATES, INC. RA-LIN CONSTRUCTION COMPANY 401(K) PLAN | CARROLLTON, GA | Advisor / Consultant ADVISOR | 128 | $10.6M | $0 |
| RCSS HOLDINGS, INC. RCSS HOLDINGS, INC. 401(K) PLAN | BOWLING GREEN, KY | Other SERVICE PROVIDER | 230 | $9.9M | $0 |
| RICCOBENE CENTRAL SERVICES, INC RCS 401(K) RETIREMENT SAVINGS PLAN | CARY, NC | Advisor / Consultant INVESTMENT ADVISOR | 935 | $9.7M | $5K |
| CURTIS CONTRACTING, INC. CURTIS CONTRACTING, INC. 401(K) PROFIT SHARING PLAN | WEST POINT, VA | Other PARTY IN INTEREST | 182 | $9.7M | $39K |
| CLONINGER FORD, INC. CLONINGER FORD, INC 401(K) PLAN | SALISBURY, NC | Other RETAINED BY EMPLOYER | 367 | $9.1M | $25K |
| TMC TECHNOLOGIES OF WEST VIRGINIA CORP TMC TECHNOLOGIES OF 401(K) PLAN | FAIRMONT, WV | Advisor / Consultant INVESTMENT ADVISOR | 131 | $8.8M | $33K |
| SOC LLC CREWS AUTO GROUP 401(K) PLAN | CHARLESTON, SC | Broker BROKER | 145 | $8.5M | $16K |
| CLONINGER FORD, INC. CLONINGER FORD, INC 401(K) PLAN | SALISBURY, NC | Other RETAINED BY EMPLOYER | 455 | $8.3M | $20K |
| GCC TECHNOLOGIES, LLC GCC TECHNOLOGIES, LLC RETIREMENT PLAN AND TRUST | OAKLAND, MD | Advisor / Consultant INVESTMENT ADVISOR | 51 | $8.3M | $19K |
| RA-LIN & ASSOCIATES, INC. RA-LIN CONSTRUCTION COMPANY 401(K) PLAN | CARROLLTON, GA | Advisor / Consultant ADVISOR | 106 | $8.1M | $0 |
| CURTIS CONTRACTING, INC. CURTIS CONTRACTING, INC. 401(K) PROFIT SHARING PLAN | WEST POINT, VA | Other PARTY IN INTEREST | 175 | $7.8M | $33K |
| GCC TECHNOLOGIES, LLC GCC TECHNOLOGIES, LLC RETIREMENT PLAN AND TRUST | OAKLAND, MD | Advisor / Consultant INVESTMENT ADVISOR | 52 | $7.5M | $17K |
| SOC LLC CREWS AUTO GROUP 401(K) PLAN | CHARLESTON, SC | Broker BROKER | 155 | $7.4M | $25K |
| GCC TECHNOLOGIES, LLC GCC TECHNOLOGIES, LLC RETIREMENT PLAN AND TRUST | OAKLAND, MD | Advisor / Consultant INVESTMENT ADVISOR | 58 | $6.8M | $13K |
| CLONINGER FORD, INC. CLONINGER FORD, INC 401(K) PLAN | SALISBURY, NC | Other RETAINED BY EMPLOYER | 414 | $6.4M | $18K |
| SOC LLC CREWS AUTO GROUP 401(K) PLAN | CHARLESTON, SC | Broker BROKER | 143 | $5.9M | $22K |
| SUMMIT BIOSCIENCES, INC. SUMMIT BIOSCIENCES 401(K) PLAN | LEXINGTON, KY | Other SERVICE PROVIDER | 121 | $5.0M | $0 |
| WHITEWOOD INDUSTRIES, INC. WHITEWOOD INDUSTRIES 401K PLAN | THOMASVILLE, NC | Advisor / Consultant INVESTMENT ADVISOR | 182 | $4.0M | $21K |
| RICHMOND FITNESS, INC. DBA AMERICAN FAMILY FITNESS RICHMOND FITNESS, INC. EMPLOYEE SAVINGS PLAN | GLEN ALLEN, VA | Advisor / Consultant INVESTMENT ADVISOR | 185 | $3.7M | $11K |
| SUMMIT BIOSCIENCES, INC. SUMMIT BIOSCIENCES 401(K) PLAN | LEXINGTON, KY | Other SERVICE PROVIDER | 124 | $3.7M | — |
| YANG ENTERPRISES, INC. YANG ENTERPRISES, INC. UNION 401(K) PLAN | OVIEDO, FL | Advisor / Consultant INVESTMENT ADVISOR | 25 | $2.7M | $7K |
| ATSG CORPORATION ATSG 401(K) PLAN | FAIRFAX, VA | Broker SECURITIES BROKER | 98 | $2.6M | $10K |
| GRACE MANAGEMENT GROUP, LLC GRACE MANAGEMENT GROUP, LLC 401(K) PLAN | SPARTANBURG, SC | TPA / Administrator CONTRACT ADMIN/OTHER | 162 | $2.0M | $7K |
| THE MARWIN COMPANY, INC. THE MARWIN COMPANY RETIREMENT SAVINGS PLAN | WEST COLUMBIA, SC | Advisor / Consultant INVESTMENT ADVISOR | 209 | $1.8M | $6K |
| TEN OAKS, LLC TEN OAKS, LLC 401(K) PLAN | STUART, VA | Other INVESTMENTS | 170 | $1.7M | $12K |
| GENERATIONS-GAITHER, INC. GENERATIONS-GAITHER 401(K) PLAN | MCMINNVILLE, TN | Advisor / Consultant INVESTMENT ADVISORY | 260 | $1.6M | $18K |
| GRANDSOUTH BANK GRANDSOUTH BANK 401(K) PLAN | GREENVILLE, SC | Advisor / Consultant INVESTMENT ADVISOR | 0 | $978K | $15K |
| GENERATIONS-GAITHER, INC. GENERATIONS-GAITHER 401(K) PLAN | MCMINNVILLE, TN | Advisor / Consultant INVESTMENT ADVISORY | 252 | $960K | $13K |