Congress Asset Mgmt 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 Mgmt 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 $174,571 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$174,571
Reported indirect compensation
$0
Total reported compensation
$174,571
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

Plan sponsors reporting the most compensation to Congress Asset Mgmt Co.
SponsorStatePlansReported compensation
National Automatic Sprinkler Industry Pension Fund Jt Board Of TrusteeMD1$125,668
Tidalhealth, Inc.MD1$48,903

State footprint

Plans reporting Congress Asset Mgmt Co. are sponsored in MD (2).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
National Automatic Sprinkler Industry Pension Fund Jt Board Of TrusteeNational Automatic Sprinkler Industry Pension Fund2023$125,668not reported in the loaded dataset
Tidalhealth, Inc.Tidalhealth Pension Plan2023$48,903$0

Related Form 5500 pages