Bookmark Advisors — 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, Bookmark Advisors is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $129,832 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$129,832
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$129,832
Filings
2
Plan sponsors
2
Plans
2
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 Bookmark Advisors
SponsorStatePlansReported compensation
Monroe College, Ltd.NY1$100,000
Pritchard Industries, LLCNY1$29,832

State footprint

Plans reporting Bookmark Advisors are sponsored in NY (2).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Monroe College, Ltd.Monroe College, Ltd. Retirement Savings Plan2023$100,000not reported in the loaded dataset
Pritchard Industries, LLCPritchard Industries, LLC 401(K) Profit Sharing Plan2023$29,832not reported in the loaded dataset

Related Form 5500 pages