Invst — 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, Invst is reported as a service provider on 9 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $387,807 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $387,807
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $387,807
- Filings
- 9
- Plan sponsors
- 9
- Plans
- 9
- 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 |
|---|---|---|---|
| Round Room Holdings, Inc. | IN | 1 | $85,892 |
| Fullstack, Inc. | IN | 1 | $64,136 |
| Customized Energy Solutions, Ltd. | PA | 1 | $62,588 |
| American Legion National Headquarters | IN | 1 | $40,612 |
| Bodine Perry, LLC | OH | 1 | $34,740 |
| Aptura Group, Inc. | IN | 1 | $31,814 |
| Smart It Staffing, Inc. | IN | 1 | $28,675 |
| Kinetic Advantage, LLC | IN | 1 | $20,851 |
| Better Health Group Services, Inc. | FL | 1 | $18,499 |
State footprint
Plans reporting Invst are sponsored in IN (6), FL (1), OH (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Round Room Holdings, Inc. | Round Room Holdings, Inc. 401(K) Profit Sharing Plan | 2023 | $85,892 | not reported in the loaded dataset |
| Fullstack, Inc. | Fullstack Inc. 401(K) Plan | 2023 | $64,136 | not reported in the loaded dataset |
| Customized Energy Solutions, Ltd. | Customized Energy Solutions, Ltd 401(K) Plan | 2023 | $62,588 | not reported in the loaded dataset |
| American Legion National Headquarters | The American Legion Employees Salary Savings Plan | 2023 | $40,612 | not reported in the loaded dataset |
| Bodine Perry, LLC | Bodine Perry, LLC 401(K) Profit Sharing Plan And Trust | 2023 | $34,740 | not reported in the loaded dataset |
| Aptura Group, Inc. | Aptura Group Inc., 401(K) Plan | 2023 | $31,814 | not reported in the loaded dataset |
| Smart It Staffing, Inc. | Onebridge 401(K) Plan | 2023 | $28,675 | not reported in the loaded dataset |
| Kinetic Advantage, LLC | Kinetic Advantage 401(K) Plan | 2023 | $20,851 | not reported in the loaded dataset |
| Better Health Group Services, Inc. | Better Health Retirement Plan | 2023 | $18,499 | not reported in the loaded dataset |
Related Form 5500 pages
- Round Room Holdings, Inc. 401(K) Profit Sharing Plan (plan 001)
- Round Room Holdings, Inc. — all reported plans
- Fullstack Inc. 401(K) Plan (plan 001)
- Fullstack, Inc. — all reported plans
- Customized Energy Solutions, Ltd 401(K) Plan (plan 002)
- Customized Energy Solutions, Ltd. — all reported plans
- The American Legion Employees Salary Savings Plan (plan 002)
- American Legion National Headquarters — all reported plans
- Bodine Perry, LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Bodine Perry, LLC — all reported plans
- Aptura Group Inc., 401(K) Plan (plan 002)
- Aptura Group, Inc. — all reported plans
- Onebridge 401(K) Plan (plan 001)
- Smart It Staffing, Inc. — all reported plans
- Kinetic Advantage 401(K) Plan (plan 001)
- Kinetic Advantage, LLC — all reported plans
- Better Health Retirement Plan (plan 002)
- Better Health Group Services, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources