Truist Investment Services Inc — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Truist Investment Services Inc is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $88,266 and reported indirect compensation totals $30,969.

Reported compensation summary

Reported direct compensation
$88,266
Reported indirect compensation
$30,969
Total reported compensation
$119,235
Filings
7
Plan sponsors
7
Plans
7
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Truist Investment Services Inc
SponsorStatePlansReported compensation
Tmc Technologies Of West Virginia Corp.WV1$28,183
Ra-Lin & Associates, Inc.GA1$21,399
Cloninger Ford, Inc.NC1$20,419
Grandsouth BankSC1$15,084
Generations-Gaither, Inc.TN1$12,656
Fms Financial Management Services, LLCFL1$11,924
Principal Life Insurance CompanyIA1$9,570

State footprint

Plans reporting Truist Investment Services Inc are sponsored in FL (1), GA (1), IA (1), NC (1), SC (1), TN (1), WV (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Tmc Technologies Of West Virginia Corp.Tmc Technologies 401(K)Plan2023$28,183not reported in the loaded dataset
Ra-Lin & Associates, Inc.Ra-Lin Construction Company 401(K) Plan2023$0$21,399
Cloninger Ford, Inc.Cloninger Ford, Inc 401(K) Plan2023$20,419not reported in the loaded dataset
Grandsouth BankGrandsouth Bank 401(K) Plan2023$15,084not reported in the loaded dataset
Generations-Gaither, Inc.Generations-Gaither 401(K) Plan2023$12,656not reported in the loaded dataset
Fms Financial Management Services, LLCFms 401(K) Plan2023$11,924not reported in the loaded dataset
Principal Life Insurance CompanyPrincipal Ease 401(K) Plan2023$0$9,570

Related Form 5500 pages