Filings through .
Fiducient Advisors LLC
Matched across 13 name variants in the filings
Fiducient Advisors LLC summary
Fiducient Advisors LLC appears on 404 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $162.7B in assets for 1,340,215 participants. The median client plan holds $131M. Most client plans are sponsored in MA, IL and CT. The largest clients by plan assets are Trinet HR III, Inc., Thomson Reuters Holdings Inc. and Illinois Tool Works Inc.. Plans reported $19.1M in direct and indirect compensation paid to Fiducient Advisors LLC. The median is $41K per plan.
- Participants
- 1,340,215
- Median plan assets
- $131M
- Median plan participants
- 1,083
- Median fees per plan
- $41K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Trinet HR III, Inc. | CA | $10.0B | 219,334 |
| Thomson Reuters Holdings Inc. | MN | $4.9B | 19,489 |
| Illinois Tool Works Inc. | IL | $4.4B | 26,304 |
| Anheuser-Busch Companies, LLC | MO | $4.0B | 20,554 |
| RSM US, LLP | IA | $3.9B | 21,459 |
| Hartford Healthcare Corporation | CT | $3.6B | 37,576 |
| Trinet HR IV, LLC | CA | $3.5B | 38,400 |
| Novo Nordisk Inc. | NJ | $2.9B | 13,805 |
| Endeavor Health | IL | $2.9B | 34,679 |
| United Rentals (North America), Inc. | CT | $2.6B | 27,992 |
| Essentia Health | MN | $2.6B | 21,072 |
| Ukg Inc. | MA | $2.2B | 11,647 |
| Troutman Pepper Locke LLP | GA | $2.2B | 5,558 |
| Endeavor Health Clinical Operations | IL | $2.2B | 14,094 |
| Rolls Royce N.A. Inc. | VA | $2.1B | 6,430 |
| Enbridge Employee Services, Inc. | TX | $2.1B | 8,793 |
| Grant Thornton Advisors LLC | IL | $1.9B | 11,898 |
| Foley & Lardner LLP | WI | $1.7B | 3,511 |
| Umass Memorial Health Care, Inc. | MA | $1.7B | 18,337 |
| Evonik Corporation | NJ | $1.7B | 6,589 |
| St. John's University | NY | $1.6B | 5,432 |
| Goodwin Procter LLP | MA | $1.6B | 3,883 |
| Ropes & Gray LLP | MA | $1.5B | 4,533 |
| Children's National Hospital | DC | $1.5B | 11,606 |
| Amrize North America, Inc. | MI | $1.5B | 11,687 |
- Trinet HR III, Inc.$10.0BCAParticipants 219,334
- MNParticipants 19,489
- ILParticipants 26,304
- MOParticipants 20,554
- RSM US, LLP$3.9BIAParticipants 21,459
- CTParticipants 37,576
- Trinet HR IV, LLC$3.5BCAParticipants 38,400
- Novo Nordisk Inc.$2.9BNJParticipants 13,805
- Endeavor Health$2.9BILParticipants 34,679
- CTParticipants 27,992
- Essentia Health$2.6BMNParticipants 21,072
- Ukg Inc.$2.2BMAParticipants 11,647
- GAParticipants 5,558
- ILParticipants 14,094
- VAParticipants 6,430
- TXParticipants 8,793
- ILParticipants 11,898
- Foley & Lardner LLP$1.7BWIParticipants 3,511
- MAParticipants 18,337
- Evonik Corporation$1.7BNJParticipants 6,589
- NYParticipants 5,432
- Goodwin Procter LLP$1.6BMAParticipants 3,883
- Ropes & Gray LLP$1.5BMAParticipants 4,533
- DCParticipants 11,606
- MIParticipants 11,687
Top client states
- MA58 plans
- IL56 plans
- CT53 plans
- NY45 plans
- NJ23 plans
Frequently asked questions
- Who uses Fiducient Advisors LLC?
- 404 retirement plans list Fiducient Advisors LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Trinet HR III, Inc., Thomson Reuters Holdings Inc., Illinois Tool Works Inc., Anheuser-Busch Companies, LLC and RSM US, LLP. Most client plans are sponsored in MA, IL and CT.
- How many plans does Fiducient Advisors LLC serve?
- Fiducient Advisors LLC serves 404 retirement plans with $162.7B in plan assets and 1,340,215 participants, based on the latest Form 5500 filings through 2024.
- What does Fiducient Advisors LLC charge?
- Plans reported $19.1M in total Schedule C compensation paid to Fiducient Advisors LLC. The median plan paid $41K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served404+62 YoYRank #70 of mapped providers
Assets under administration$162.7B0.1%Rank #99 by share of filed assets
Fees received$19MMedian $40,815/planSum across Schedule C direct + indirect
Net wins YoY+3781 won - 44 lostPlan-level switch detection
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