Investment Research & Adv Group — 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, Investment Research & Adv Group is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $123,750 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$123.8KDirect + indirect, across loaded filings$123,750
Plans served3
Plan sponsors3
Filings3
Direct vs. indirect compensation
Direct compensation$123.8K
Indirect compensationNot reported

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 compensation44%Ssab Enterprises LLC
Top state share of plans33%AL
Plan sponsors served3
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Investment Research & Adv Group. Bars show relative scale.

  1. 1
    AL · 1 plan(s)
  2. 2
    GA · 1 plan(s)
  3. 3
    CO · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Investment Research & Adv Group are sponsored, by plan count.

  1. 1
    AL1 plan(s)
  2. 2
    CO1 plan(s)
  3. 3
    GA1 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Ssab Enterprises LLCSsab Enterprises, LLC Retirement Savings And Profit Sharing Plan2023$55,000not reported in the loaded dataset
Mclarens, LLCMclarens, LLC Defined Contribution 401(K) Plan2023$35,000not reported in the loaded dataset
Innospec, Inc.Innospec 401(K) And Profit Sharing Plan2023$33,750not reported in the loaded dataset

Related Form 5500 pages