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First Citizens Bank & Trust Company
Matched across 37 name variants in the filings
First Citizens Bank & Trust Company summary
First Citizens Bank & Trust Company appears on 64 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $3.4B in assets for 107,505 participants. The median client plan holds $13.5M. Most client plans are sponsored in NC, SC and GA. The largest clients by plan assets are Bricklayers & Trowel Trades Intl Pension FD BD of Trustee, Pinehurst Medical Clinic, Inc. and Southern Bank and Trust Company. Plans reported $2.7M in direct and indirect compensation paid to First Citizens Bank & Trust Company. The median is $30K per plan.
- Participants
- 107,505
- Median plan assets
- $13.5M
- Median plan participants
- 345
- Median fees per plan
- $30K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- DCParticipants 77,108
- NCParticipants 1,322
- NCParticipants 481
- NCParticipants 682
- Flow Companies, LLC$48.0MNCParticipants 2,895
- IAParticipants 280
- NCParticipants 423
- NCParticipants 188
- Colony Tire Corporation$43.0MNCParticipants 1,048
- TNParticipants 354
- Sie Holdings, Inc.$34.2MNCParticipants 712
- NCParticipants 478
- SCParticipants 1,690
- Kraft Power Corporation$30.2MMAParticipants 261
- Tietex International Ltd$28.4MSCParticipants 455
- NCParticipants 1,448
- FLParticipants 1,086
- GAParticipants 455
- Aops Incorporated$25.5MCAParticipants 1,365
- Triangle Brick Company$24.5MNCParticipants 320
- TXParticipants 428
- Edwards, Inc.$22.7MNCParticipants 420
- NCParticipants 932
- Well Care Health, LLC$20.2MNCParticipants 449
- INParticipants 187
Top client states
- NC38 plans
- SC11 plans
- GA3 plans
- VA3 plans
- CA1 plan
Frequently asked questions
- Who uses First Citizens Bank & Trust Company?
- 64 retirement plans list First Citizens Bank & Trust Company as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Bricklayers & Trowel Trades Intl Pension FD BD of Trustee, Pinehurst Medical Clinic, Inc., Southern Bank and Trust Company and Flow Companies, LLC. Most client plans are sponsored in NC, SC and GA.
- How many plans does First Citizens Bank & Trust Company serve?
- First Citizens Bank & Trust Company serves 64 retirement plans with $3.4B in plan assets and 107,505 participants, based on the latest Form 5500 filings through 2024.
- What does First Citizens Bank & Trust Company charge?
- Plans reported $2.7M in total Schedule C compensation paid to First Citizens Bank & Trust Company. The median plan paid $30K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name First Citizens Bank & Trust as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| BlackRock | 15 |
| Fidelity (FMR) | 13 |
| Vanguard | 12 |
| Federated Hermes | 8 |
| AllianceBernstein | 6 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.