Cadaret Grant & Co — 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, Cadaret Grant & Co is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $192,694 and reported indirect compensation totals $34,780.
Reported compensation summary
- Reported direct compensation
- $192,694
- Reported indirect compensation
- $34,780
- Total reported compensation
- $227,474
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- 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
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Oswego Health | NY | 1 | $103,530 |
| The Cleveland Clinic Foundation | OH | 1 | $51,019 |
| Maschmeyer Concrete Company Of Florida | FL | 1 | $34,724 |
| The Cleveland Clinic Foundation | OH | 1 | $29,781 |
| Principal Life Insurance Company | IA | 1 | $8,420 |
State footprint
Plans reporting Cadaret Grant & Co are sponsored in OH (2), FL (1), IA (1), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Oswego Health | Oswego Health 403(B) Retirement Plan | 2023 | $103,530 | not reported in the loaded dataset |
| The Cleveland Clinic Foundation | Cleveland Clinic Savings And Investment Plan | 2023 | $51,019 | not reported in the loaded dataset |
| Maschmeyer Concrete Company Of Florida | Maschmeyer Concrete Company 401(K) Plan | 2023 | $0 | $34,724 |
| The Cleveland Clinic Foundation | The Cleveland Clinic Foundation Dc Plans Master Trust | 2023 | $29,781 | not reported in the loaded dataset |
| Principal Life Insurance Company | Principal Ease 401(K) Plan | 2023 | $8,364 | $56 |
Related Form 5500 pages
- Oswego Health 403(B) Retirement Plan (plan 002)
- Oswego Health — all reported plans
- Cleveland Clinic Savings And Investment Plan (plan 002)
- The Cleveland Clinic Foundation — all reported plans
- Maschmeyer Concrete Company 401(K) Plan (plan 001)
- Maschmeyer Concrete Company Of Florida — all reported plans
- The Cleveland Clinic Foundation Dc Plans Master Trust (plan 012)
- The Cleveland Clinic Foundation — all reported plans
- Principal Ease 401(K) Plan (plan 334)
- Principal Life Insurance Company — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources