Cadaret Grant & Co 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, Cadaret Grant & Co Inc is reported as a service provider on 30 loaded Form 5500 filing(s) across 30 plan sponsor(s) and 30 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $747,714 and reported indirect compensation totals $340,118.
Reported compensation summary
- Reported direct compensation
- $747,714
- Reported indirect compensation
- $340,118
- Total reported compensation
- $1,087,832
- Filings
- 30
- Plan sponsors
- 30
- Plans
- 30
- 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 |
|---|---|---|---|
| Board Of Trustees Bctgm Atlantic Health And Welfare Fund | NY | 1 | $145,131 |
| United Wholesale Mortgage, LLC | MI | 1 | $120,107 |
| Compunnel Software Group Inc | NJ | 1 | $83,373 |
| Rome Memorial Hospital, Inc. | NY | 1 | $81,032 |
| Stark Tech Operating Company LLC | NY | 1 | $80,851 |
| Adma Biologics, Inc. | FL | 1 | $80,003 |
| Mortgage Industry Advisory Corporation | NY | 1 | $50,138 |
| Southern Champion Tray, L P | TN | 1 | $47,087 |
| Simutech Group, Inc. | NY | 1 | $35,581 |
| United Helpers Management Company, Inc. | NY | 1 | $33,770 |
State footprint
Plans reporting Cadaret Grant & Co Inc are sponsored in NY (10), NJ (8), MI (4), PA (3), TN (2), WA (1), IA (1), FL (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Bctgm Atlantic Health And Welfare Fund | Bctgm Atlantic Health And Welfare Fund | 2023 | $145,131 | not reported in the loaded dataset |
| United Wholesale Mortgage, LLC | United Wholesale Mortgage, LLC Profit Sharing Plan And Trust | 2023 | $120,107 | not reported in the loaded dataset |
| Compunnel Software Group Inc | Compunnel Software Group Inc 401(K) Profit Sharing Plan | 2023 | $83,373 | $0 |
| Rome Memorial Hospital, Inc. | Retirement Plan Of Rome Memorial Hospital, Inc. | 2023 | $0 | $81,032 |
| Stark Tech Operating Company LLC | Stark Tech 401(K) Profit Sharing Plan | 2023 | $80,851 | $0 |
| Adma Biologics, Inc. | Adma Biologics, Inc. 401(K) Plan | 2023 | $0 | $80,003 |
| Mortgage Industry Advisory Corporation | Miac Analytics 401(K) Plan | 2023 | $50,138 | not reported in the loaded dataset |
| Southern Champion Tray, L P | Southern Champion Tray, Lp 401(K) Savings And Retirement Plan | 2023 | $47,087 | not reported in the loaded dataset |
| Simutech Group, Inc. | Simutech Group, Inc. 401(K) Plan | 2023 | $0 | $35,581 |
| United Helpers Management Company, Inc. | United Helpers 401(K) Retirement Plan | 2023 | $0 | $33,770 |
| I.D. Systems, Inc. | I.D. Systems, Inc. 401(K) Plan | 2023 | $31,756 | $0 |
| Principal Life Insurance Company | Thrivewise Pooled Employer Plan | 2023 | $31,427 | $27 |
| Wireless Vision, LLC | Wireless Vision, LLC 401(K) Plan | 2023 | $0 | $31,206 |
| Northern Oswego County Health Services, Inc. | Northern Oswego County Health Services, Inc. Erisa 403(B) Plan | 2023 | $30,190 | not reported in the loaded dataset |
| Cancer Care Northwest Centers, P.S. | Cancer Care Northwest Centers, P.S. 401(K) Plan | 2023 | $0 | $30,001 |
| Port Imperial Ferry Corp. | Port Imperial Ferry Corp. 401(K) Plan | 2023 | $23,877 | $0 |
| Brothers Of Mercy Nursing Home Company, Inc. Dba Brothers Of Mercy Nur | Brothers Of Mercy Retirement Savings Plan | 2023 | $0 | $21,638 |
| Ulma Form Works, Inc | Ulma Form Works 401(K) Plan | 2023 | $20,294 | $0 |
| Icm Controls Corp | Icm Corp. 401(K) Profit Sharing Plan | 2023 | $19,622 | not reported in the loaded dataset |
| Premio Foods, Inc. | Premio Foods, Inc. 401(K) Plan | 2023 | $15,433 | $0 |
| Web Runners, Inc. Dba W3r Consulting | W3r Consulting 401(K) Plan | 2023 | $0 | $14,587 |
| Ntc Marketing, Inc | Ntc Marketing Inc 401(K) Profit Sharing Plan & Trust | 2023 | $13,254 | not reported in the loaded dataset |
| Hopephl | Hopephl 401(K) Plan | 2023 | $0 | $11,817 |
| C & J Industries, Inc. | C & J Industries, Inc. 401(K) Profit Sharing Plan | 2023 | $11,059 | not reported in the loaded dataset |
| Quality Management Associates | Quality Management Associates, Inc. 401(K) Profit Sharing Plan | 2023 | $9,561 | $0 |
| Fusion Transport, LLC | Fusion Transport, LLC 401(K) Plan | 2023 | $7,607 | $0 |
| Spruce Technology, Inc. | Spruce Technology, Inc. 401(K) Plan | 2023 | $6,947 | $0 |
| Northern Tier Counseling, Inc | Northern Tier Counseling, Inc. Tax Deferred Annuity Plan | 2023 | $0 | $456 |
| Plum Market Corporation, Inc. | Plum Market 401(K) Plan | 2023 | $0 | $0 |
| Reliance Partners, LLC | Reliance Partners, LLC | 2023 | $0 | $0 |
Related Form 5500 pages
- Bctgm Atlantic Health And Welfare Fund (plan 501)
- Board Of Trustees Bctgm Atlantic Health And Welfare Fund — all reported plans
- United Wholesale Mortgage, LLC Profit Sharing Plan And Trust (plan 001)
- United Wholesale Mortgage, LLC — all reported plans
- Compunnel Software Group Inc 401(K) Profit Sharing Plan (plan 001)
- Compunnel Software Group Inc — all reported plans
- Retirement Plan Of Rome Memorial Hospital, Inc. (plan 001)
- Rome Memorial Hospital, Inc. — all reported plans
- Stark Tech 401(K) Profit Sharing Plan (plan 001)
- Stark Tech Operating Company LLC — all reported plans
- Adma Biologics, Inc. 401(K) Plan (plan 001)
- Adma Biologics, Inc. — all reported plans
- Miac Analytics 401(K) Plan (plan 002)
- Mortgage Industry Advisory Corporation — all reported plans
- Southern Champion Tray, Lp 401(K) Savings And Retirement Plan (plan 001)
- Southern Champion Tray, L P — all reported plans
- Simutech Group, Inc. 401(K) Plan (plan 001)
- Simutech Group, Inc. — all reported plans
- United Helpers 401(K) Retirement Plan (plan 003)
- United Helpers Management Company, Inc. — all reported plans
- I.D. Systems, Inc. 401(K) Plan (plan 001)
- I.D. Systems, Inc. — all reported plans
- Thrivewise Pooled Employer Plan (plan 333)
- Principal Life Insurance Company — all reported plans
- Wireless Vision, LLC 401(K) Plan (plan 001)
- Wireless Vision, LLC — all reported plans
- Northern Oswego County Health Services, Inc. Erisa 403(B) Plan (plan 001)
- Northern Oswego County Health Services, Inc. — all reported plans
- Cancer Care Northwest Centers, P.S. 401(K) Plan (plan 002)
- Cancer Care Northwest Centers, P.S. — all reported plans
- Port Imperial Ferry Corp. 401(K) Plan (plan 001)
- Port Imperial Ferry Corp. — all reported plans
- Brothers Of Mercy Retirement Savings Plan (plan 001)
- Brothers Of Mercy Nursing Home Company, Inc. Dba Brothers Of Mercy Nur — all reported plans
- Ulma Form Works 401(K) Plan (plan 001)
- Ulma Form Works, Inc — all reported plans
- Icm Corp. 401(K) Profit Sharing Plan (plan 001)
- Icm Controls Corp — all reported plans
- Premio Foods, Inc. 401(K) Plan (plan 001)
- Premio Foods, Inc. — all reported plans
- W3r Consulting 401(K) Plan (plan 001)
- Web Runners, Inc. Dba W3r Consulting — all reported plans
- Ntc Marketing Inc 401(K) Profit Sharing Plan & Trust (plan 004)
- Ntc Marketing, Inc — all reported plans
- Hopephl 401(K) Plan (plan 001)
- Hopephl — all reported plans
- C & J Industries, Inc. 401(K) Profit Sharing Plan (plan 002)
- C & J Industries, Inc. — all reported plans
- Quality Management Associates, Inc. 401(K) Profit Sharing Plan (plan 001)
- Quality Management Associates — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources