Cfs Investment Advisory Services Ll — 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 Ll is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $0 and reported indirect compensation totals $69,710.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$69.7KDirect + indirect, across loaded filings$69,710
Plans served3
Plan sponsors3
Filings3
Direct vs. indirect compensation
Direct compensation$0
Indirect compensation$69.7K

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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 compensation43%Catalent Pharma Solutions, Inc.
Top state share of plans33%MN
Plan sponsors served3
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Cfs Investment Advisory Services Ll. Bars show relative scale.

  1. 1
    NJ · 1 plan(s)
  2. 2
    NY · 1 plan(s)
  3. 3
Geographic reach

State footprint

Where Cfs Investment Advisory Services Ll appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    MN1 plan(s)
  2. 2
    NJ1 plan(s)
  3. 3
    NY1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Cfs Investment Advisory Services Ll are sponsored, by plan count.

  1. 1
    St. Cloud, MN1 plan(s)
  2. 2
    Somerset, NJ1 plan(s)
  3. 3
    New York, NY1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Catalent Pharma Solutions, Inc., NJ · Direct $0 · Indirect $30.2K · 2023
  2. 2
    5w Public Relations, NY · Direct $0 · Indirect $22.9K · 2023
  3. 3
    Epromos Promotional Products LLC, MN · Direct $0 · Indirect $16.6K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Cfs Investment Advisory Services Ll?
Public Form 5500 Schedule C filings report compensation paid to Cfs Investment Advisory Services Ll as a plan service provider. Across loaded filings, total reported compensation is $69,710.
How many plans report Cfs Investment Advisory Services Ll as a service provider?
Cfs Investment Advisory Services Ll appears on 3 loaded plan(s) across 3 sponsor(s).

Related Form 5500 pages