Cadaret Grant & Company — 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 & Company is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $137,437 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$137.4KDirect + indirect, across loaded filings$137,437
Plans served4
Plan sponsors4
Filings4
Direct vs. indirect compensation
Direct compensation$137.4K
Indirect compensation$0

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 compensation56%Bctgm Atlantic Profit Sharing Fund
Top state share of plans25%FL
Plan sponsors served4
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Cadaret Grant & Company. Bars show relative scale.

  1. 1
  2. 2
  3. 3
  4. 4
Geographic reach

State footprint

States where plans reporting Cadaret Grant & Company are sponsored, by plan count.

  1. 1
    FL1 plan(s)
  2. 2
    MI1 plan(s)
  3. 3
    OH1 plan(s)
  4. 4
    PA1 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Bctgm Atlantic Profit Sharing FundBctgm Atlantic Profit Sharing Fund2023$76,614not reported in the loaded dataset
Cleveland Bakers And Affiliated Union 401(K) PlanCleveland Bakers And Affiliated Unions 401(K) Plan2023$52,437not reported in the loaded dataset
Board Of Trustees Local 18 Pension FundLocal 18 International Union Of Police & Protection Employees - Isopgu Pension Fund2023$8,386$0
Pipp Mobile Storage Systems, IncPipp Mobile Storage Systems 401(K) Retirement Plan2023$0$0

Related Form 5500 pages