H & H Investment Advisors — 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, H & H Investment Advisors is reported as a service provider on 4 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $8,471 and reported indirect compensation totals $44,951.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$53.4KDirect + indirect, across loaded filings$53,422
Plans served4
Plan sponsors3
Filings4
Direct vs. indirect compensation
Direct compensation$8.5K
Indirect compensation$45K

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 compensation39%Hazen Paper Company
Top state share of plans75%MA
Plan sponsors served3
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to H & H Investment Advisors. Bars show relative scale.

  1. 1
    MA · 2 plan(s)
  2. 2
    NJ · 1 plan(s)
  3. 3
    MA · 1 plan(s)
Geographic reach

State footprint

Where H & H Investment Advisors 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
    MA3 plan(s)
  2. 2
    NJ1 plan(s)
Geographic reach

City footprint

Cities where plans reporting H & H Investment Advisors are sponsored, by plan count.

  1. 1
    Holyoke, MA1 plan(s)
  2. 2
  3. 3
    Westfield, MA1 plan(s)
  4. 4
    Somerset, NJ1 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
    Ps Intermediate Holdco Ii LLC, NJ · Direct $0 · Indirect $17.8K · 2023
  2. 2
    Westfield Bank, MA · Direct $8.5K · Indirect $6.3K · 2023
  3. 3
    Hazen Paper Company, MA · Direct $0 · Indirect $11.8K · 2023
  4. 4
    Hazen Paper Company, MA · Direct $0 · Indirect $9K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about H & H Investment Advisors?
Public Form 5500 Schedule C filings report compensation paid to H & H Investment Advisors as a plan service provider. Across loaded filings, total reported compensation is $53,422.
How many plans report H & H Investment Advisors as a service provider?
H & H Investment Advisors appears on 4 loaded plan(s) across 3 sponsor(s).

Related Form 5500 pages