Plan5500

Financial Advocates Investment Mana — 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, Financial Advocates Investment Mana is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $530,624 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$530.6KDirect + indirect, across loaded filings$530,624
Plans served6
Plan sponsors6
Filings6
Direct vs. indirect compensation
Direct compensation$530.6K
Indirect compensationNot reported

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 compensation61%Tss Corporate Services, LLC
Top state share of plans50%CA
Plan sponsors served6
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Financial Advocates Investment Mana. Bars show relative scale.

  1. 1
    Tss Corporate Services, LLC$325.8K
    NC · 1 plan(s)
  2. 2
    Able Maintenance, Inc.$62.2K
    CA · 1 plan(s)
  3. 3
    The Bay Club Company$53.9K
    CA · 1 plan(s)
  4. 4
    Biagi Bros., Inc.$48.8K
    CA · 1 plan(s)
  5. 5
    Marquis Companies I, Inc.$40K
    OR · 1 plan(s)
  6. 6
    Lucky Eagle Casino$0
    WA · 1 plan(s)
Geographic reach

State footprint

Where Financial Advocates Investment Mana 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
    CA3 plan(s)
  2. 2
    NC1 plan(s)
  3. 3
    OR1 plan(s)
  4. 4
    WA1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Financial Advocates Investment Mana are sponsored, by plan count.

  1. 1
    Napa, CA1 plan(s)
  2. 2
    San Francisco, CA1 plan(s)
  3. 3
    San Jose, CA1 plan(s)
  4. 4
    Pinehurst, NC1 plan(s)
  5. 5
    Milwaukie, OR1 plan(s)
  6. 6
    Rochester, WA1 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
    Trical Group 401(K) Savings Plan$325.8K
    Tss Corporate Services, LLC, NC · Direct $325.8K · 2023
  2. 2
    Sss/Sme/Ami 401(K) Savings Plan$62.2K
    Able Maintenance, Inc., CA · Direct $62.2K · 2023
  3. 3
    The Bay Club Company 401(K) Plan$53.9K
    The Bay Club Company, CA · Direct $53.9K · 2023
  4. 4
    Biagi Bros., Inc. 401(K) Profit Sharing Plan$48.8K
    Biagi Bros., Inc., CA · Direct $48.8K · 2023
  5. 5
    The Marquis 401(K) Savings Plan$40K
    Marquis Companies I, Inc., OR · Direct $40K · 2023
  6. 6
    Lucky Eagle Casino 401(K) Retirement Plan$0
    Lucky Eagle Casino, WA · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Financial Advocates Investment Mana?
Public Form 5500 Schedule C filings report compensation paid to Financial Advocates Investment Mana as a plan service provider. Across loaded filings, total reported compensation is $530,624.
How many plans report Financial Advocates Investment Mana as a service provider?
Financial Advocates Investment Mana appears on 6 loaded plan(s) across 6 sponsor(s).

Related Form 5500 pages