Commonwealth Equity Services LLC — 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, Commonwealth Equity Services LLC is reported as a service provider on 51 loaded Form 5500 filing(s) across 50 plan sponsor(s) and 50 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,456,321 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $1,456,321
- Reported indirect compensation
- $0
- Total reported compensation
- $1,456,321
- Filings
- 51
- Plan sponsors
- 50
- Plans
- 50
- 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 |
|---|---|---|---|
| Mccormick Taylor, Inc. | PA | 1 | $137,455 |
| Peckar & Abramson, Pc | NJ | 1 | $125,612 |
| Berry, Dunn, Mcneil & Parker, Inc. | ME | 1 | $102,217 |
| Ecore International | PA | 1 | $100,886 |
| Creare LLC | NH | 1 | $55,536 |
| Landmark School, Inc. | MA | 1 | $50,000 |
| New Hudson Facades, LLC | PA | 1 | $48,584 |
| Nephrology Associates Medical Group, Inc. | CA | 1 | $42,279 |
| Surgical Referral Services, Ltd. | IL | 1 | $42,006 |
| Fox Associates, L.L.C. | MO | 1 | $39,302 |
State footprint
Plans reporting Commonwealth Equity Services LLC are sponsored in MA (6), PA (6), MD (5), ME (5), CA (4), NH (4), NJ (3), WI (2), NY (2), MI (1), MO (1), NC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Mccormick Taylor, Inc. | Mccormick Taylor, Inc. 401k & Profit Sharing Plan | 2023 | $137,455 | not reported in the loaded dataset |
| Peckar & Abramson, Pc | Peckar & Abramson, Pc Profit Sharing 401(K) Plan | 2023 | $125,612 | not reported in the loaded dataset |
| Berry, Dunn, Mcneil & Parker, Inc. | Berrydunn 401(K) Profit Sharing Plan | 2023 | $102,217 | $0 |
| Ecore International | Ecore International 401(K) Plan | 2023 | $100,886 | not reported in the loaded dataset |
| Creare LLC | Creare 401(K) Savings And Retirement Plan And Trust | 2023 | $55,536 | $0 |
| Landmark School, Inc. | Landmark School 401(K) Plan | 2023 | $50,000 | not reported in the loaded dataset |
| New Hudson Facades, LLC | New Hudson Facades, LLC Retirement Savings Plan | 2023 | $48,584 | not reported in the loaded dataset |
| Nephrology Associates Medical Group, Inc. | Nephrology Associates Medical Grp. Inc. 401(K) Profit-Sharing Plan | 2023 | $42,279 | $0 |
| Surgical Referral Services, Ltd. | Surgical Referral Services, Ltd. 401(K) Profit Sharing Plan | 2023 | $42,006 | not reported in the loaded dataset |
| Fox Associates, L.L.C. | Fox Associates Retirement Savings Plan | 2023 | $39,302 | not reported in the loaded dataset |
| The Baker Company | The Baker Company Profit Sharing And Retirement Plan | 2023 | $38,084 | $0 |
| Hgl-Lbm Holdings LLC | Hgl-Lbm Holdings, LLC Profit Sharing Plan | 2023 | $36,995 | not reported in the loaded dataset |
| National Association Of Community Health Centers, Inc. | National Association Of Community Health Centers, Inc. 403 (B) Plan | 2023 | $35,298 | not reported in the loaded dataset |
| Colart Americas, Inc. | Colart Americas Savings And Investment Plan | 2023 | $32,257 | not reported in the loaded dataset |
| Msi Express, Inc. | Msi Express 401k Plan | 2023 | $30,608 | not reported in the loaded dataset |
| Valsource, Inc. | Valsource, Inc. 401(K) Plan | 2023 | $30,421 | not reported in the loaded dataset |
| We Are Sharing Hope Sc | We Are Sharing Hope Sc Retirement Plan | 2023 | $27,778 | $0 |
| Rock Solid Technologies, Inc. | Rock Solid Technologies, Inc. Retirement Plan For Employees Of Rock Solid Technologies, Inc. | 2023 | $27,023 | $0 |
| Schneider Heating & Air Conditioning, Inc. | Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan | 2023 | $26,833 | not reported in the loaded dataset |
| Blue Mantis, Inc | Blue Mantis, Inc 401k Plan | 2023 | $25,000 | $0 |
| Encompass LLC | Encompass LLC 401(K) Profit Sharing Plan | 2023 | $24,902 | $0 |
| Rsi Logistics, Inc. | Rsi Logistics, Inc. Employee Deferred Compensation Plan | 2023 | $24,639 | not reported in the loaded dataset |
| R.J. Grondin & Sons | R.J. Grondin & Sons 401(K) Retirement Plan | 2023 | $24,124 | not reported in the loaded dataset |
| Mbms, LLC | Mbms 401k Plan | 2023 | $23,174 | not reported in the loaded dataset |
| Point Breeze Credit Union | Point Breeze Credit Union Retirement Savings Plan | 2023 | $22,271 | not reported in the loaded dataset |
| Accounting Fulfillment Services, LLC. | Afs 401(K) Profit Sharing Plan | 2023 | $20,796 | not reported in the loaded dataset |
| Mercury Wire Products, Inc. | Mercury Wire Products, Inc. 401(K)/Profit Sharing Plan | 2023 | $20,000 | not reported in the loaded dataset |
| Coastal Auto, Inc | Coastal Auto Parts 401(K) Plan | 2023 | $18,155 | $0 |
| Mp Global Products, LLC | Mp Global Products, LLC 401(K) Plan | 2023 | $17,855 | not reported in the loaded dataset |
| Middleton Family Medicine Urgent Care, LLC | Middleton Family Medicine Urgent Care, LLC 401(K) Plan | 2023 | $17,596 | $0 |
| Axiom Systems, Inc. | Axiom Systems, Inc. 401(K) Plan | 2023 | $16,933 | not reported in the loaded dataset |
| Branding Brand, Inc. | Branding Brand, Inc. 401(K) Profit Sharing Plan | 2023 | $16,314 | not reported in the loaded dataset |
| Skagit Horticulture, L.L.C. | Skagit Horticulture L. L. C. 401(K) Savings Plan | 2023 | $16,000 | not reported in the loaded dataset |
| Buckner Heavylift Cranes, LLC | Buckner Heavylift Cranes, LLC 401(K) Plan | 2023 | $15,559 | not reported in the loaded dataset |
| Controlled Environment Systems, LLC | Controlled Environment Systems, LLC 401(K) Plan | 2023 | $14,909 | not reported in the loaded dataset |
| Makor Management LLC | Makor Management LLC 401(K) Plan | 2023 | $13,818 | not reported in the loaded dataset |
| Turbocam, Inc. | Turbocam, Inc. 401(K) Retirement Plan | 2023 | $12,500 | not reported in the loaded dataset |
| Gallagher & Associates, LLC | Gallagher & Associates LLC 401(K) Retirement Plan | 2023 | $12,103 | not reported in the loaded dataset |
| Senior Care Of Hamilton | Hamilton Continuing Care Center Retirement Plan | 2023 | $10,566 | $0 |
| Board Of Trustees Of Teamsters Managed Health Care Trust Fund | Teamsters Managed Health Care Trust Fund | 2023 | $9,354 | not reported in the loaded dataset |
| The Master'S Academy Of Central Florida, Inc. | The Master'S Academy 401(K) Plan | 2023 | $7,860 | $0 |
| Potato King, Inc. | Potato King, Inc. 401(K) Plan | 2023 | $7,080 | not reported in the loaded dataset |
| District Of Columbia International School | Dc International 401(K) Plan | 2023 | $6,863 | not reported in the loaded dataset |
| Board Of Trustees, Labor Alliance Managed Trust Fund | Labor Alliance Managed Trust Fund | 2023 | $6,750 | not reported in the loaded dataset |
| A&T Systems, Inc. | A&T Systems, Inc. 401(K) Profit Sharing Plan | 2023 | $6,390 | not reported in the loaded dataset |
| Amare Medical Network, Inc. | Amare Medical Network, Inc. 401(K) Plan | 2023 | $5,675 | not reported in the loaded dataset |
| Pleasant Valley Trailers | Pleasant Valley Trailers Retirement Plan | 2023 | $5,000 | not reported in the loaded dataset |
| Newton Montessori School Inc. Dba Wellan Montess | Wellan Montessori School 403(B) Plan | 2023 | $3,458 | not reported in the loaded dataset |
| Inscripta, Inc. | Inscripta 401(K) Plan | 2023 | $1,503 | not reported in the loaded dataset |
| Turbocam, Inc. | Turbocam, Inc. 401(K) Retirement Plan | 2023 | not reported in the loaded dataset | not reported in the loaded dataset |
Related Form 5500 pages
- Mccormick Taylor, Inc. 401k & Profit Sharing Plan (plan 001)
- Mccormick Taylor, Inc. — all reported plans
- Peckar & Abramson, Pc Profit Sharing 401(K) Plan (plan 002)
- Peckar & Abramson, Pc — all reported plans
- Berrydunn 401(K) Profit Sharing Plan (plan 001)
- Berry, Dunn, Mcneil & Parker, Inc. — all reported plans
- Ecore International 401(K) Plan (plan 003)
- Ecore International — all reported plans
- Creare 401(K) Savings And Retirement Plan And Trust (plan 003)
- Creare LLC — all reported plans
- Landmark School 401(K) Plan (plan 001)
- Landmark School, Inc. — all reported plans
- New Hudson Facades, LLC Retirement Savings Plan (plan 001)
- New Hudson Facades, LLC — all reported plans
- Nephrology Associates Medical Grp. Inc. 401(K) Profit-Sharing Plan (plan 001)
- Nephrology Associates Medical Group, Inc. — all reported plans
- Surgical Referral Services, Ltd. 401(K) Profit Sharing Plan (plan 001)
- Surgical Referral Services, Ltd. — all reported plans
- Fox Associates Retirement Savings Plan (plan 001)
- Fox Associates, L.L.C. — all reported plans
- The Baker Company Profit Sharing And Retirement Plan (plan 001)
- The Baker Company — all reported plans
- Hgl-Lbm Holdings, LLC Profit Sharing Plan (plan 001)
- Hgl-Lbm Holdings LLC — all reported plans
- National Association Of Community Health Centers, Inc. 403 (B) Plan (plan 001)
- National Association Of Community Health Centers, Inc. — all reported plans
- Colart Americas Savings And Investment Plan (plan 002)
- Colart Americas, Inc. — all reported plans
- Msi Express 401k Plan (plan 001)
- Msi Express, Inc. — all reported plans
- Valsource, Inc. 401(K) Plan (plan 002)
- Valsource, Inc. — all reported plans
- We Are Sharing Hope Sc Retirement Plan (plan 002)
- We Are Sharing Hope Sc — all reported plans
- Rock Solid Technologies, Inc. Retirement Plan For Employees Of Rock Solid Technologies, Inc. (plan 001)
- Rock Solid Technologies, Inc. — all reported plans
- Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan (plan 001)
- Schneider Heating & Air Conditioning, Inc. — all reported plans
- Blue Mantis, Inc 401k Plan (plan 001)
- Blue Mantis, Inc — all reported plans
- Encompass LLC 401(K) Profit Sharing Plan (plan 001)
- Encompass LLC — all reported plans
- Rsi Logistics, Inc. Employee Deferred Compensation Plan (plan 001)
- Rsi Logistics, Inc. — all reported plans
- R.J. Grondin & Sons 401(K) Retirement Plan (plan 001)
- R.J. Grondin & Sons — all reported plans
- Mbms 401k Plan (plan 003)
- Mbms, LLC — all reported plans
- Point Breeze Credit Union Retirement Savings Plan (plan 002)
- Point Breeze Credit Union — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources