401k Record

Providers › First National Trust Company

First National Trust Company

Plans listing this provider

26

0.05% of the 56,420 plans with Schedule H financials; 24 in 2023

Assets of those plans

$791,598,003

0.01% of all Schedule H plan assets

Plans where it is the recordkeeper

1

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$1,231,392

93% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
27Investment advisory (plan)24
70Consulting fees21
99Other fees2
12Claims processing1
15Recordkeeping and information management1
16Consulting (general)1
18Custodial (other than securities)1
19Custodial (securities)1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Spitzer Management Inc Profit Sharing and Savings PlanSpitzer Management $106,605,1751,337$108,284
Scott Electric Company Employees Retirement PlanScott Electric $106,299,7531,035$77,377
FNB Retirement Success Pooled Employer PlanStandard Retirement Services $79,022,5391,915$216,088
Robindale Energy Services 401(k) PlanRobindale Energy Services $70,573,3181,011$65,238
Burns White Profit Sharing PlanBurns White $58,433,032362$84,578
H.F. Lenz Company 401(k) and Profit Sharing PlanH.F. Lenz $55,859,869240$57,457
Cipriani & Werner, P.C. 401(k) PlanCipriani & Werner $49,865,696314$60,181
Millwood, Inc. 401(k) Profit Sharing PlanMillwood $34,419,1481,309$59,944
Corsa Coal Napp Division 401(k) Retirement Savings PlanWilson Creek Energy $32,581,032462$0
Lane & Associates, Inc. 401(k) PlanLane & Associates $28,552,766855$12,303
David M. Maines & Associates, Inc. 401(k) PlanDavid M. Maines Associates $22,100,296151$45,794
Hilco Holdings & Subsidiaries 401(k) Profit Sharing PlanHilco Holdings $19,722,207342$42,894
Chemstream, Inc. 401(k) PlanChemstream $16,216,348253$38,290
P.W. Campbell Contracting Company Profit Sharing PlanP.W. Campbell Contracting $12,291,219142$35,214
The Anderson Companies Profit Sharing and 401(k) PlanO. D. Anderson $12,036,129279$30,972
Quality Custom Cabinetry, Inc. Profit Sharing PlanQuality Custom Cabinetry $11,797,177136$34,809
Distributor Service, Inc. 401(k) PlanDistributor Service $11,060,544147$33,689
Passavant Memorial Homes 401(k) PlanPassavant Memorial Homes $10,028,508151$30,563
Northway Industries, Inc. Retirement PlanNorthway Industries $8,276,058108$0
Chestnut Ridge Foam, Inc. Retirement Savings PlanChestnut Ridge Foam $7,681,463123$27,751
Wright Automotive Group 401(k) Profit Sharing PlanrecordkeeperWright of Wexford Inc. DBA Wright Automotive Group $7,425,623172$53,696
Avalon Holdings Corporation Participating Companies Profit Sharing Plan and TrustAvalon Holdings $7,240,433223$24,354
Denison Group 401(k) and Profit Sharing PlanDenison Landscaping $6,428,294115$26,600
ROC Service Company, LLC 401(k) PlanROC Service $6,146,070128$22,775
Blue Max Trucking, Inc. 401(k) PlanBlue Max Trucking $6,099,615129$21,447

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.