Filings through .
Fiduciary Outsourcing LLC
Matched across 9 name variants in the filings
Fiduciary Outsourcing LLC at a glance
Fiduciary Outsourcing LLC appears on 29 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $834M in assets for 24,804 participants. The median client plan holds $19.5M. Most client plans are sponsored in CA, AZ and FL. The largest clients by plan assets are Texo Abc-Agc, Inc., Mayco International LLC and Bosley, Inc.. Plans reported $541K in direct and indirect compensation paid to Fiduciary Outsourcing LLC, a median of $6K per plan.
- Participants
- 24,804
- Median plan assets
- $19.5M
- Median plan participants
- 395
- Median fees per plan
- $6K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Texo Abc-Agc, Inc. | TX | $121M | 4,393 |
| Mayco International LLC | MI | $87.4M | 5,307 |
| Bosley, Inc. | CA | $81.1M | 1,586 |
| Traxys North America LLC | NY | $58.9M | 178 |
| LMC Enterprises | CA | $45.4M | 175 |
| RWC International, LLC | AZ | $45.0M | 906 |
| Saviynt, Inc. | CA | $40.7M | 660 |
| Total Terminals International, LLC | CA | $36.3M | 142 |
| Yoke's Foods, Inc. | WA | $33.5M | 1,975 |
| California Automotive Retailing Group, Inc. | CA | $30.4M | 908 |
| Armstrong Garden Centers, Inc. | CA | $30.2M | 1,716 |
| J&L Ventures, LLC | GA | $26.7M | 619 |
| Fabfitfun Inc. | CA | $25.6M | 501 |
| Drum Workshop, Inc. | CA | $20.9M | 251 |
| Optima Tax Relief, LLC 401(k) Profit Sharing Plan | CA | $19.5M | 454 |
| Biscuitville, Inc. | NC | $17.4M | 1,774 |
| Qualstar Credit Union | WA | $17.2M | 182 |
| Hacienda, Inc. | AZ | $14.9M | 497 |
| DN Solutions America Corporation | IL | $14.6M | 149 |
| Columbia Food Service Company | FL | $14.0M | 1,094 |
| Marshall Electronics, Inc. | CA | $13.8M | 99 |
| Jewish Community Center of Greater Pittsburgh | PA | $11.8M | 395 |
| Booyah Advertising, Inc. | CO | $9.4M | 137 |
| Barrett-Jackson Auction Company, LLC | AZ | $7.7M | 158 |
| Interactive Digital Solutions, Inc. | IN | $6.4M | 95 |
Top client states
- CA10 plans
- AZ4 plans
- FL2 plans
- TX2 plans
- WA2 plans
Frequently asked questions
- Who uses Fiduciary Outsourcing LLC?
- 29 retirement plans list Fiduciary Outsourcing LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Texo Abc-Agc, Inc., Mayco International LLC, Bosley, Inc., Traxys North America LLC and LMC Enterprises. Most client plans are sponsored in CA, AZ and FL.
- How many plans does Fiduciary Outsourcing LLC serve?
- Fiduciary Outsourcing LLC serves 29 retirement plans with $834M in plan assets and 24,804 participants, based on the latest Form 5500 filings through 2024.
- What does Fiduciary Outsourcing LLC charge?
- Plans reported $541K in total Schedule C compensation paid to Fiduciary Outsourcing LLC. The median plan paid $6K. Fees vary with plan size and the services each plan buys.
Market position · 2024
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Fund lineups on plans this firm keeps
Large plans that name Fiduciary Outsourcing as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| TIAA (Nuveen) | 2 |
| Capital Group | 1 |
| JPMorgan | 1 |
| Fidelity (FMR) | 1 |
| T. Rowe Price | 1 |
Target-date series
| Series | Plans |
|---|---|
| American Funds Target Date | 1 |
| Nuveen Lifecycle Index | 1 |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.