Institutional Investment 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, Institutional Investment Consulting is reported as a service provider on 24 loaded Form 5500 filing(s) across 21 plan sponsor(s) and 24 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $693,432 and reported indirect compensation totals $208,999.
Reported compensation summary
- Reported direct compensation
- $693,432
- Reported indirect compensation
- $208,999
- Total reported compensation
- $902,431
- Filings
- 24
- Plan sponsors
- 21
- Plans
- 24
- 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 |
|---|---|---|---|
| Warner Bros. Discovery, Inc. | NY | 1 | $172,300 |
| Gcp Applied Technologies Inc. | PA | 2 | $125,742 |
| Boise Cascade Company | ID | 3 | $83,999 |
| Board Of Directors Of The Ibew Locals' Saving & Retirement Group Trust | NY | 1 | $80,000 |
| Linde Inc. | CT | 1 | $61,500 |
| International Transmission Company | MI | 1 | $50,000 |
| Independent Bank Corporation | MI | 1 | $50,000 |
| Fn America LLC | VA | 1 | $45,000 |
| Zen-Noh Grain Corporation | LA | 1 | $36,450 |
| Thermoforming Technology Group LLC | MI | 1 | $35,000 |
State footprint
Plans reporting Institutional Investment Consulting are sponsored in MI (6), CT (4), ID (3), VA (2), LA (2), NY (2), PA (2), GA (1), DC (1), FL (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Warner Bros. Discovery, Inc. | Warner Bros. Discovery Defined Contribution Master Trust | 2023 | $172,300 | not reported in the loaded dataset |
| Board Of Directors Of The Ibew Locals' Saving & Retirement Group Trust | International Brotherhood Of Electrical Workers Local Unions Savings & Security Plan | 2023 | $80,000 | not reported in the loaded dataset |
| Gcp Applied Technologies Inc. | Gcp Applied Technologies Inc. Retirement Plan For Salaried Employees | 2023 | $68,242 | not reported in the loaded dataset |
| Linde Inc. | Linde Retirement Savings Plan | 2023 | $61,500 | not reported in the loaded dataset |
| Gcp Applied Technologies | Gcp Applied Technologies Inc. Savings & Investment Plan | 2023 | $57,500 | not reported in the loaded dataset |
| Independent Bank Corporation | Independent Bank Corporation 401(K) Plan | 2023 | $0 | $50,000 |
| International Transmission Company | International Transmission Company Retirement Plan | 2023 | $50,000 | not reported in the loaded dataset |
| Fn America LLC | Employees' Savings Plan Of Fn America, LLC | 2023 | $0 | $45,000 |
| Boise Cascade Company | Boise Cascade Company Savings Plan | 2023 | $0 | $37,552 |
| Zen-Noh Grain Corporation | Zen-Noh Grain Corporation Retirement Savings Plan | 2023 | $36,450 | not reported in the loaded dataset |
| Thermoforming Technology Group LLC | Brown Machine Group 401(K) Plan | 2023 | $35,000 | not reported in the loaded dataset |
| Hospital For Special Care | Hospital For Special Care 403(B) Retirement Plan | 2023 | $34,417 | not reported in the loaded dataset |
| Redico, LLC. | Redico Retirement Savings Plan | 2023 | $30,898 | not reported in the loaded dataset |
| Boise Cascade Company | Boise Cascade Company Hourly Savings Plan | 2023 | $0 | $26,542 |
| Ion Financial, Mhc | Ion Financial, Mhc 401k Plan | 2023 | $0 | $20,000 |
| Boise Cascade Company | Boise Cascade Company Retirement Savings Plan | 2023 | $0 | $19,905 |
| Embassy Of The Federal Republic Of Germany | Embassy Of The Federal Republic Of Germany 401(K) Plan | 2023 | $17,500 | not reported in the loaded dataset |
| Torrington Supply Company, Inc. | Torrington Supply Company, Inc. 401(K) Profit Sharing Plan | 2023 | $16,500 | not reported in the loaded dataset |
| American House Management Company, LLC | American House 401(K) Plan | 2023 | $11,111 | not reported in the loaded dataset |
| Oceus Networks, LLC | Oceus Networks, LLC 401(K) Plan | 2023 | $11,014 | not reported in the loaded dataset |
| Cooper Consolidated, LLC | Cooper Consolidated, LLC 401(K) Retirement Savings Plan | 2023 | $10,000 | not reported in the loaded dataset |
| Ionia County Community Mental Health Authorit | Ionia County Community Mental Health Authority 401(A) Plan | 2023 | $0 | $5,000 |
| Herbert, Rowland & Grubic, Inc. | Herbert, Rowland & Grubic, Inc. Profit Sharing And Savings Plan | 2023 | $0 | $5,000 |
| Linde | Nuco2 Management LLC 401(K) Savings & Retirement Plan | 2023 | $1,000 | not reported in the loaded dataset |
Related Form 5500 pages
- Warner Bros. Discovery Defined Contribution Master Trust (plan 001)
- Warner Bros. Discovery, Inc. — all reported plans
- International Brotherhood Of Electrical Workers Local Unions Savings & Security Plan (plan 023)
- Board Of Directors Of The Ibew Locals' Saving & Retirement Group Trust — all reported plans
- Gcp Applied Technologies Inc. Retirement Plan For Salaried Employees (plan 001)
- Gcp Applied Technologies Inc. — all reported plans
- Linde Retirement Savings Plan (plan 334)
- Linde Inc. — all reported plans
- Gcp Applied Technologies Inc. Savings & Investment Plan (plan 123)
- Independent Bank Corporation 401(K) Plan (plan 003)
- Independent Bank Corporation — all reported plans
- International Transmission Company Retirement Plan (plan 002)
- International Transmission Company — all reported plans
- Employees' Savings Plan Of Fn America, LLC (plan 002)
- Fn America LLC — all reported plans
- Boise Cascade Company Savings Plan (plan 010)
- Boise Cascade Company — all reported plans
- Zen-Noh Grain Corporation Retirement Savings Plan (plan 002)
- Zen-Noh Grain Corporation — all reported plans
- Brown Machine Group 401(K) Plan (plan 001)
- Thermoforming Technology Group LLC — all reported plans
- Hospital For Special Care 403(B) Retirement Plan (plan 004)
- Hospital For Special Care — all reported plans
- Redico Retirement Savings Plan (plan 001)
- Redico, LLC. — all reported plans
- Boise Cascade Company Hourly Savings Plan (plan 030)
- Ion Financial, Mhc 401k Plan (plan 002)
- Ion Financial, Mhc — all reported plans
- Boise Cascade Company Retirement Savings Plan (plan 025)
- Embassy Of The Federal Republic Of Germany 401(K) Plan (plan 001)
- Embassy Of The Federal Republic Of Germany — all reported plans
- Torrington Supply Company, Inc. 401(K) Profit Sharing Plan (plan 002)
- Torrington Supply Company, Inc. — all reported plans
- American House 401(K) Plan (plan 001)
- American House Management Company, LLC — all reported plans
- Oceus Networks, LLC 401(K) Plan (plan 001)
- Oceus Networks, LLC — all reported plans
- Cooper Consolidated, LLC 401(K) Retirement Savings Plan (plan 001)
- Cooper Consolidated, LLC — all reported plans
- Ionia County Community Mental Health Authority 401(A) Plan (plan 001)
- Ionia County Community Mental Health Authorit — all reported plans
- Herbert, Rowland & Grubic, Inc. Profit Sharing And Savings Plan (plan 001)
- Herbert, Rowland & Grubic, Inc. — all reported plans
- Nuco2 Management LLC 401(K) Savings & Retirement Plan (plan 002)
- Linde — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources