Independent Retirement Consulting, — 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, Independent Retirement Consulting, is reported as a service provider on 11 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 11 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $111,438 and reported indirect compensation totals $18,611.
Reported compensation summary
- Reported direct compensation
- $111,438
- Reported indirect compensation
- $18,611
- Total reported compensation
- $130,049
- Filings
- 11
- Plan sponsors
- 11
- Plans
- 11
- 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 |
|---|---|---|---|
| Ak-Chin Indian Community | AZ | 1 | $33,265 |
| Herbert Malarkey Roofing Company | OR | 1 | $24,288 |
| Idm Companies, LLC | WA | 1 | $22,333 |
| James W. Fowler Co. | OR | 1 | $16,675 |
| Willamette Valley Bank | OR | 1 | $9,938 |
| Openroad Transportation, Inc | OR | 1 | $8,386 |
| Weston Investment Company, LLC Dba American Property Management | OR | 1 | $6,614 |
| Shoestring Valley Holdings Inc. | OR | 1 | $2,951 |
| Opportunity Foundation Of Central Oregon | OR | 1 | $2,599 |
| Superior Tire Service Inc | OR | 1 | $1,800 |
State footprint
Plans reporting Independent Retirement Consulting, are sponsored in OR (9), AZ (1), WA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Ak-Chin Indian Community | Ak-Chin Indian Community 401(K) Retirement Savings Plan | 2023 | $33,265 | not reported in the loaded dataset |
| Herbert Malarkey Roofing Company | Herbert Malarkey Roofing Company 401(K) Profit Sharing Plan | 2023 | $24,288 | not reported in the loaded dataset |
| Idm Companies, LLC | Idm Companies, LLC 401(K) Profit Sharing Plan Trust | 2023 | $22,333 | not reported in the loaded dataset |
| James W. Fowler Co. | James W. Fowler Co. 401(K) Profit Sharing Plan | 2023 | $6,675 | $10,000 |
| Willamette Valley Bank | Willamette Valley Bank 401(K) Profit Sharing Plan | 2023 | $9,938 | not reported in the loaded dataset |
| Openroad Transportation, Inc | Openroad Transportation, Inc. 401(K) Profit Sharing Plan | 2023 | $1,650 | $6,736 |
| Weston Investment Company, LLC Dba American Property Management | American Property Management Retirement Plan | 2023 | $6,614 | not reported in the loaded dataset |
| Shoestring Valley Holdings Inc. | Shoestring Valley Holdings Retirement Plan | 2023 | $2,250 | $701 |
| Opportunity Foundation Of Central Oregon | Opportunity Foundation Of Central Oregon Retirement Plan | 2023 | $1,425 | $1,174 |
| Superior Tire Service Inc | Superior Tire Service Inc 401(K) Profit Sharing Plan And Trust | 2023 | $1,800 | $0 |
| Thesis, LLC | Thesis, LLC 401(K) Profit Sharing Plan | 2023 | $1,200 | not reported in the loaded dataset |
Related Form 5500 pages
- Ak-Chin Indian Community 401(K) Retirement Savings Plan (plan 001)
- Ak-Chin Indian Community — all reported plans
- Herbert Malarkey Roofing Company 401(K) Profit Sharing Plan (plan 001)
- Herbert Malarkey Roofing Company — all reported plans
- Idm Companies, LLC 401(K) Profit Sharing Plan Trust (plan 001)
- Idm Companies, LLC — all reported plans
- James W. Fowler Co. 401(K) Profit Sharing Plan (plan 003)
- James W. Fowler Co. — all reported plans
- Willamette Valley Bank 401(K) Profit Sharing Plan (plan 001)
- Willamette Valley Bank — all reported plans
- Openroad Transportation, Inc. 401(K) Profit Sharing Plan (plan 001)
- Openroad Transportation, Inc — all reported plans
- American Property Management Retirement Plan (plan 001)
- Weston Investment Company, LLC Dba American Property Management — all reported plans
- Shoestring Valley Holdings Retirement Plan (plan 001)
- Shoestring Valley Holdings Inc. — all reported plans
- Opportunity Foundation Of Central Oregon Retirement Plan (plan 001)
- Opportunity Foundation Of Central Oregon — all reported plans
- Superior Tire Service Inc 401(K) Profit Sharing Plan And Trust (plan 002)
- Superior Tire Service Inc — all reported plans
- Thesis, LLC 401(K) Profit Sharing Plan (plan 001)
- Thesis, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources