Lutz & Company — 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, Lutz & Company 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 $56,500 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $56,500
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $56,500
- 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 |
|---|---|---|---|
| 10 Roads Express | IA | 1 | $20,500 |
| Jennie Edmundson Memorial Hospital | IA | 1 | $17,750 |
| Koley Jessen P.C., L.L.O. | NE | 1 | $10,250 |
| Baxter Shared Services, LLC | NE | 1 | $8,000 |
State footprint
Plans reporting Lutz & Company are sponsored in IA (2), NE (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| 10 Roads Express | 10 Roads Express 401(K) Plan | 2023 | $20,500 | not reported in the loaded dataset |
| Jennie Edmundson Memorial Hospital | Jennie Edmundson Memorial Hospital Employee Retirement Plan | 2023 | $17,750 | not reported in the loaded dataset |
| Koley Jessen P.C., L.L.O. | Koley Jessen P.C. 401(K) Plan | 2023 | $10,250 | not reported in the loaded dataset |
| Baxter Shared Services, LLC | Baxter Auto Group 401(K) Plan | 2023 | $8,000 | not reported in the loaded dataset |
Related Form 5500 pages
- 10 Roads Express 401(K) Plan (plan 001)
- 10 Roads Express — all reported plans
- Jennie Edmundson Memorial Hospital Employee Retirement Plan (plan 001)
- Jennie Edmundson Memorial Hospital — all reported plans
- Koley Jessen P.C. 401(K) Plan (plan 001)
- Koley Jessen P.C., L.L.O. — all reported plans
- Baxter Auto Group 401(K) Plan (plan 002)
- Baxter Shared Services, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources