Congress Asset Management Co. — 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, Congress Asset Management Co. is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $88,860 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $88,860
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $88,860
- Filings
- 2
- Plan sponsors
- 2
- Plans
- 2
- 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 |
|---|---|---|---|
| Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio | NY | 1 | $64,499 |
| Joint Board Of Trustees Cement Masons Pension Trust Fund-Detroit | MI | 1 | $24,361 |
State footprint
Plans reporting Congress Asset Management Co. are sponsored in MI (1), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio | Annuity Fd Of The Iuoe Local Union 94, 94a, 94b Afl-Cio | 2023 | $64,499 | not reported in the loaded dataset |
| Joint Board Of Trustees Cement Masons Pension Trust Fund-Detroit | Cement Masons Pension Trust Fund - Detroit And Vicinity | 2023 | $24,361 | not reported in the loaded dataset |
Related Form 5500 pages
- Annuity Fd Of The Iuoe Local Union 94, 94a, 94b Afl-Cio (plan 001)
- Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio — all reported plans
- Cement Masons Pension Trust Fund - Detroit And Vicinity (plan 001)
- Joint Board Of Trustees Cement Masons Pension Trust Fund-Detroit — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources