Truist Financial Corporation 401(k) Savings Plan
Sponsored by Truist Financial Corporation · EIN 560939887 · Plan #003
- Total assets
- $9.2B
- Net assets
- $9.2B
- Active participants
- 38,574
- With balances
- 54,653
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $2,248,624 |
| Legal & General Investment Mgmt Am | Investment management | $260,069 |
| Mercer, Llc | Named fiduciary | $90,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$126,005 |