Cape Investment Advisory 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, Cape Investment Advisory Inc is reported as a service provider on 6 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 $209,027 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $209,027
- Reported indirect compensation
- $0
- Total reported compensation
- $209,027
- Filings
- 6
- 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 |
|---|---|---|---|
| Paychex Retirement LLC | NY | 1 | $159,720 |
| Phase3 Media, LLC | GA | 1 | $25,201 |
| 9line LLC | FL | 1 | $12,064 |
| T5 Data Centers LLC | GA | 1 | $6,796 |
| Intex Diy Inc | GA | 1 | $5,222 |
| Upland Community Housing Inc | CA | 1 | $24 |
State footprint
Plans reporting Cape Investment Advisory Inc are sponsored in GA (3), CA (1), FL (1), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Paychex Retirement LLC | Paychex Pooled Employer 401(K) Plan | 2023 | $159,720 | not reported in the loaded dataset |
| Phase3 Media, LLC | Phase3 Media, LLC 401(K) Plan | 2023 | $25,201 | $0 |
| 9line LLC | 9line LLC 401k Profit Sharing Plan And Trust | 2023 | $12,064 | $0 |
| T5 Data Centers LLC | T5 Data Centers LLC 401(K) Profit Sharing Plan & Trust | 2023 | $6,796 | not reported in the loaded dataset |
| Intex Diy Inc | Intex Diy Inc 401(K) Profit Sharing Plan & Trust | 2023 | $5,222 | not reported in the loaded dataset |
| Upland Community Housing Inc | Paychex Pooled Employer 401(K) Plan - 529765 | 2023 | $24 | $0 |
Related Form 5500 pages
- Paychex Pooled Employer 401(K) Plan (plan 001)
- Paychex Retirement LLC — all reported plans
- Phase3 Media, LLC 401(K) Plan (plan 001)
- Phase3 Media, LLC — all reported plans
- 9line LLC 401k Profit Sharing Plan And Trust (plan 001)
- 9line LLC — all reported plans
- T5 Data Centers LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- T5 Data Centers LLC — all reported plans
- Intex Diy Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Intex Diy Inc — all reported plans
- Paychex Pooled Employer 401(K) Plan - 529765 (plan 001)
- Upland Community Housing Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources