Bfc Planning Inc. — 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, Bfc Planning Inc. is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $65,677 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$65,677
Reported indirect compensation
$0
Total reported compensation
$65,677
Filings
4
Plan sponsors
4
Plans
4
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 Bfc Planning Inc.
SponsorStatePlansReported compensation
Sharp Oilfield Services, LLCTX1$21,542
Esperanza Health Systems, Ltd Dba La Hacienda Treatment CenterTX1$21,525
Tarditi, Inc.CA1$13,858
The Cleveland Clinic FoundationOH1$8,752

State footprint

Plans reporting Bfc Planning Inc. are sponsored in TX (2), CA (1), OH (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Sharp Oilfield Services, LLCSharp Oilfield Services, 401(K) Plan2023$21,542not reported in the loaded dataset
Esperanza Health Systems, Ltd Dba La Hacienda Treatment CenterEsperanza Health Systems 401(K) Plan2023$21,525not reported in the loaded dataset
Tarditi, Inc.Tarditi, Inc. 401(K) Profit Sharing Plan2023$13,858$0
The Cleveland Clinic FoundationCleveland Clinic Savings And Investment Plan2023$8,752not reported in the loaded dataset

Related Form 5500 pages