Plan5500

Dana Investment Advisors Inc — 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, Dana Investment Advisors Inc is reported as a service provider on 8 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $595,278 and reported indirect compensation totals $9,670.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$604.9KDirect + indirect, across loaded filings$604,948
Plans served8
Plan sponsors7
Filings8
Direct vs. indirect compensation
Direct compensation$595.3K
Indirect compensation$9.7K

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 compensation52%Afl-Cio Staff Retirement Plan Congress Of Industrial Organizations
Top state share of plans50%WI
Plan sponsors served7
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Dana Investment Advisors Inc. Bars show relative scale.

  1. 1
    Afl-Cio Staff Retirement Plan Congress Of Industrial Organizations$311.7K
    DC · 1 plan(s)
  2. 2
    Cascade Health$125.6K
    OR · 1 plan(s)
  3. 3
    Gi Associates, LLC$56.2K
    WI · 1 plan(s)
  4. 4
    Neca Local 145 Ibew Pension Fund$53.9K
    IL · 1 plan(s)
  5. 5
    Hb Performance Systems, Inc.$28.6K
    WI · 2 plan(s)
  6. 6
    Board Of Trustees-Pension Fund Local 96-Ibew$16.3K
    CT · 1 plan(s)
  7. 7
    Guardian Credit Union$12.5K
    WI · 1 plan(s)
Geographic reach

State footprint

Where Dana Investment Advisors Inc 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
    WI4 plan(s)
  2. 2
    CT1 plan(s)
  3. 3
    DC1 plan(s)
  4. 4
    IL1 plan(s)
  5. 5
    OR1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Dana Investment Advisors Inc are sponsored, by plan count.

  1. 1
    Mequon, WI2 plan(s)
  2. 2
    Washington, DC1 plan(s)
  3. 3
    Moline, IL1 plan(s)
  4. 4
    Wallingford, CT1 plan(s)
  5. 5
    Milwaukee, WI1 plan(s)
  6. 6
    Oak Creek, WI1 plan(s)
  7. 7
    Eugene, OR1 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
    Afl-Cio Staff Retirement Plan$311.7K
    Afl-Cio Staff Retirement Plan Congress Of Industrial Organizations, DC · Direct $311.7K · Indirect $0 · 2023
  2. 2
    Retirement Plan For Employees Of Mckenzie-Willamette Hospital$125.6K
    Cascade Health, OR · Direct $125.6K · 2023
  3. 3
    Gi Associates, LLC 401(K) Profit Sharing Plan And Trust 006 Gis$56.2K
    Gi Associates, LLC, WI · Direct $56.2K · 2023
  4. 4
    Neca Local 145 Ibew Pension Fund$53.9K
    Neca Local 145 Ibew Pension Fund, IL · Direct $53.9K · Indirect $0 · 2023
  5. 5
    Hb Performance Systems, Inc. Defined Benefit Plan$19K
    Hb Performance Systems, Inc., WI · Direct $19K · 2023
  6. 6
    Pension Fund Local 96-Ibew$16.3K
    Board Of Trustees-Pension Fund Local 96-Ibew, CT · Direct $16.3K · Indirect $0 · 2023
  7. 7
    Guardian Credit Union 401(K) Plan And Trust$12.5K
    Guardian Credit Union, WI · Direct $12.5K · 2023
  8. 8
    Hb Performance Systems, Inc. 401(K) Plan$9.7K
    Hb Performance Systems, Inc., WI · Direct $0 · Indirect $9.7K · 2023

Related Form 5500 pages