Kovitz Investment 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, Kovitz Investment Group is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $58,343 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $58,343
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $58,343
- Filings
- 2
- Plan sponsors
- 2
- Plans
- 2
- 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 |
|---|---|---|---|
| Trustees Of Sheet Metal Workers' Local 10 Pension Fund | MN | 1 | $52,920 |
| Board Of Trustees Ibew Local No 461 Defined Contribution Pension | MI | 1 | $5,423 |
State footprint
Plans reporting Kovitz Investment Group are sponsored in MI (1), MN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Trustees Of Sheet Metal Workers' Local 10 Pension Fund | Sheet Metal Workers' Local 10 Pension Fund | 2023 | $52,920 | not reported in the loaded dataset |
| Board Of Trustees Ibew Local No 461 Defined Contribution Pension | Ibew Local No 461 Defined Contribution Pension Plan | 2023 | $5,423 | not reported in the loaded dataset |
Related Form 5500 pages
- Sheet Metal Workers' Local 10 Pension Fund (plan 001)
- Trustees Of Sheet Metal Workers' Local 10 Pension Fund — all reported plans
- Ibew Local No 461 Defined Contribution Pension Plan (plan 001)
- Board Of Trustees Ibew Local No 461 Defined Contribution Pension — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources