Cambridge Investment Research Adv. — 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, Cambridge Investment Research Adv. is reported as a service provider on 7 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $259,963 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $259,963
- Reported indirect compensation
- $0
- Total reported compensation
- $259,963
- Filings
- 7
- Plan sponsors
- 6
- Plans
- 6
- 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 |
|---|---|---|---|
| The Beautiful Group, LLC | CA | 1 | $150,439 |
| Server Suites, LLC | OH | 1 | $38,567 |
| Nonprofit Association Of The Midlan Ds | NE | 1 | $32,671 |
| Harbin Lumber Co., Inc. | GA | 1 | $17,439 |
| Progress Foundation | CA | 1 | $13,050 |
| Pittman Construction Company | GA | 1 | $7,797 |
State footprint
Plans reporting Cambridge Investment Research Adv. are sponsored in CA (2), GA (2), NE (1), OH (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| The Beautiful Group, LLC | The Beautiful Group 401(K) Retirement Savings Plan | 2023 | $83,102 | $0 |
| The Beautiful Group, LLC | The Beautiful Group 401(K) Retirement Savings Plan | 2023 | $67,337 | $0 |
| Server Suites, LLC | Server Suites, LLC 401k & Profit Sharing Plan | 2023 | $38,567 | not reported in the loaded dataset |
| Nonprofit Association Of The Midlan Ds | Nonprofit Association Of The Midlands 403(B) Plan | 2023 | $32,671 | not reported in the loaded dataset |
| Harbin Lumber Co., Inc. | Harbin Lumber Co., Inc. 401(K) Profit Sharing Plan | 2023 | $17,439 | not reported in the loaded dataset |
| Progress Foundation | Progress Foundation 403(B) Retirement Plan | 2023 | $13,050 | not reported in the loaded dataset |
| Pittman Construction Company | Pittman Construction Company Profit Sharing Plan | 2023 | $7,797 | $0 |
Related Form 5500 pages
- The Beautiful Group 401(K) Retirement Savings Plan (plan 001)
- The Beautiful Group, LLC — all reported plans
- The Beautiful Group 401(K) Retirement Savings Plan (plan 001)
- Server Suites, LLC 401k & Profit Sharing Plan (plan 001)
- Server Suites, LLC — all reported plans
- Nonprofit Association Of The Midlands 403(B) Plan (plan 001)
- Nonprofit Association Of The Midlan Ds — all reported plans
- Harbin Lumber Co., Inc. 401(K) Profit Sharing Plan (plan 001)
- Harbin Lumber Co., Inc. — all reported plans
- Progress Foundation 403(B) Retirement Plan (plan 001)
- Progress Foundation — all reported plans
- Pittman Construction Company Profit Sharing Plan (plan 001)
- Pittman Construction Company — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources