Barclay Planning Group — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Barclay Planning Group is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $143,811 and reported indirect compensation totals $426.

Reported compensation summary

Reported direct compensation
$143,811
Reported indirect compensation
$426
Total reported compensation
$144,237
Filings
7
Plan sponsors
7
Plans
7
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Barclay Planning Group
SponsorStatePlansReported compensation
Stahls' Inc.MI1$56,573
Northern Concrete Pipe, Inc.MI1$38,584
Quality Spring/TogoMI1$22,596
Joint Board Of TrusteesMI1$22,520
Michigan Surgery Specialists, P.C.MI1$2,209
Fronius Usa, LLCIN1$1,329
Southfield Rehabilitation CompanyMI1$426

State footprint

Plans reporting Barclay Planning Group are sponsored in MI (6), IN (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Stahls' Inc.Stahls' Inc. Employees' Salary Savings Plan2023$56,573not reported in the loaded dataset
Northern Concrete Pipe, Inc.Northern Concrete Pipe 401k Profit Sharing Plan2023$38,584not reported in the loaded dataset
Quality Spring/TogoQuality Spring/Togo, Inc. Hourly Employees Retirement Plan2023$22,596not reported in the loaded dataset
Joint Board Of TrusteesDetroit Brewers And Distributors 401(K) Plan And Trust Agreement2023$22,520not reported in the loaded dataset
Michigan Surgery Specialists, P.C.Michigan Surgery Specialists, P.C. 401(K) Plan And Trust2023$2,209not reported in the loaded dataset
Fronius Usa, LLCFronius Usa 401(K) Plan2023$1,329not reported in the loaded dataset
Southfield Rehabilitation CompanySurgeons Choice Medical Center 401(K) Plan And Trust2023$0$426

Related Form 5500 pages