M Group Investment Advisor LLC — 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, M Group Investment Advisor LLC 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 $65,981 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$65,981
Reported indirect compensation
$0
Total reported compensation
$65,981
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

Plan sponsors reporting the most compensation to M Group Investment Advisor LLC
SponsorStatePlansReported compensation
Rogue Valley Physicians, P.C.OR1$44,921
Swank Enterprises IncMT1$21,060

State footprint

Plans reporting M Group Investment Advisor LLC are sponsored in MT (1), OR (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Rogue Valley Physicians, P.C.Rogue Valley Physicians, P.C. 401(K) Plan2023$44,921$0
Swank Enterprises IncSwank Enterprises Inc Davis-Bacon Pension Plan And Trust2023$21,060$0

Related Form 5500 pages