Investment Research & Advisory — 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 & Advisory is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $85,856 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $85,856
- Reported indirect compensation
- $0
- Total reported compensation
- $85,856
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| Larson-Juhl Us LLC | GA | 1 | $38,185 |
| Impact Tech Inc. | CA | 1 | $25,000 |
| Leigh Fibers, Inc. | SC | 1 | $13,921 |
| On Services, LLC | GA | 1 | $8,750 |
State footprint
Plans reporting Investment Research & Advisory are sponsored in GA (2), CA (1), SC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Larson-Juhl Us LLC | Larson-Juhl Retirement Investment Plan | 2023 | $38,185 | not reported in the loaded dataset |
| Impact Tech Inc. | Impact 401(K) Plan | 2023 | $25,000 | not reported in the loaded dataset |
| Leigh Fibers, Inc. | Leigh Fibers, LLC Incentive Savings And Retirement Plan | 2023 | $13,921 | $0 |
| On Services, LLC | On Services 401(K) Retirement Savings Plan | 2023 | $8,750 | not reported in the loaded dataset |
Related Form 5500 pages
- Larson-Juhl Retirement Investment Plan (plan 001)
- Larson-Juhl Us LLC — all reported plans
- Impact 401(K) Plan (plan 001)
- Impact Tech Inc. — all reported plans
- Leigh Fibers, LLC Incentive Savings And Retirement Plan (plan 003)
- Leigh Fibers, Inc. — all reported plans
- On Services 401(K) Retirement Savings Plan (plan 001)
- On Services, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources