Bks Financial Investments LLC Dba B — 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 B 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 $121,162 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$121.2KDirect + indirect, across loaded filings$121,162
Plans served3
Plan sponsors3
Filings3
Direct vs. indirect compensation
Direct compensation$121.2K
Indirect compensationNot reported

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 compensation60%Innophos, Inc.
Top state share of plans33%NJ
Plan sponsors served3
By reported compensation

Top plan sponsors by reported compensation

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

  1. 1
    NJ · 1 plan(s)
  2. 2
  3. 3
    OH · 1 plan(s)
Geographic reach

State footprint

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

  1. 1
    NJ1 plan(s)
  2. 2
    OH1 plan(s)
  3. 3
    OR1 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Innophos, Inc.Innophos, Inc. 401(K) Plan2023$73,290not reported in the loaded dataset
Allen Media Broadcast Holdings, LLCAllen Media Broadcasting 401(K) Plan2023$43,872not reported in the loaded dataset
Patriot Software CompanyFoxhire / Patriot Software 401(K) Plan2023$4,000not reported in the loaded dataset

Related Form 5500 pages