Cfs Investment Advisory Services — 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, Cfs Investment Advisory Services is reported as a service provider on 8 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $374,600 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$374,600
Reported indirect compensation
$0
Total reported compensation
$374,600
Filings
8
Plan sponsors
8
Plans
8
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

Plan sponsors reporting the most compensation to Cfs Investment Advisory Services
SponsorStatePlansReported compensation
Allen Flavors, Inc.NJ1$70,737
Lamtec CorporationPA1$68,503
Reiner Group, Inc.NJ1$65,133
Jesco, Inc.NJ1$61,556
Rks AssociatesNJ1$53,935
Grocery Haulers, Inc.NJ1$22,736
Acadia Realty Limited PartnershipNY1$20,000
Alvin Ailey Dance Foundation, Inc.NY1$12,000

State footprint

Plans reporting Cfs Investment Advisory Services are sponsored in NJ (5), NY (2), PA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Allen Flavors, Inc.Allen Flavors, Inc. 401(K) Profit Sharing Plan2023$70,737$0
Lamtec CorporationLamtec Corporation 401(K) Profit Sharing Plan2023$68,503not reported in the loaded dataset
Reiner Group, Inc.Reiner Group, Inc. 401(K) Plan2023$65,133not reported in the loaded dataset
Jesco, Inc.Jesco, Inc. Savings And Investment Plan2023$61,556not reported in the loaded dataset
Rks AssociatesRks Associates 401(K) Plan2023$53,935not reported in the loaded dataset
Grocery Haulers, Inc.Grocery Haulers, Inc. 401(K) Plan2023$22,736not reported in the loaded dataset
Acadia Realty Limited PartnershipAcadia Realty Trust 401(K) Savings And Retirement Plan2023$20,000not reported in the loaded dataset
Alvin Ailey Dance Foundation, Inc.Alvin Ailey Dance Foundation, Inc. 403(B) Retirement Plan2023$12,000not reported in the loaded dataset

Related Form 5500 pages