Plan5500

Bks Financial Investments LLC Dba — 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, Bks Financial Investments LLC Dba is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $125,372 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$125.4KDirect + indirect, across loaded filings$125,372
Plans served3
Plan sponsors3
Filings3
Direct vs. indirect compensation
Direct compensation$125.4K
Indirect compensationNot reported

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation64%Donovan Marine, Inc.
Top state share of plans33%LA
Plan sponsors served3
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Bks Financial Investments LLC Dba. Bars show relative scale.

  1. 1
    Donovan Marine, Inc.$79.7K
    LA · 1 plan(s)
  2. 2
    Lopez Negrete Communications, Inc.$41.9K
    TX · 1 plan(s)
  3. 3
    Bush Holdings Leasing, Inc.$3.7K
    OH · 1 plan(s)
Geographic reach

State footprint

Where Bks Financial Investments LLC Dba appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    LA1 plan(s)
  2. 2
    OH1 plan(s)
  3. 3
    TX1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Bks Financial Investments LLC Dba are sponsored, by plan count.

  1. 1
    Harahan, LA1 plan(s)
  2. 2
    Mason, OH1 plan(s)
  3. 3
    Houston, TX1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Donovan Marine, Inc. Retirement And Profit Sharing Plan$79.7K
    Donovan Marine, Inc., LA · Direct $79.7K · 2023
  2. 2
    Lopez Negrete Communications, Inc. 401(K) Plan$41.9K
    Lopez Negrete Communications, Inc., TX · Direct $41.9K · 2023
  3. 3
    Bush Truck Leasing Inc. 401k Profit Sharing Plan And Trust$3.7K
    Bush Holdings Leasing, Inc., OH · Direct $3.7K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Bks Financial Investments LLC Dba?
Public Form 5500 Schedule C filings report compensation paid to Bks Financial Investments LLC Dba as a plan service provider. Across loaded filings, total reported compensation is $125,372.
How many plans report Bks Financial Investments LLC Dba as a service provider?
Bks Financial Investments LLC Dba appears on 3 loaded plan(s) across 3 sponsor(s).

Related Form 5500 pages