Morton Capital Management 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, Morton Capital Management 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 $174,749 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $174,749
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $174,749
- 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 |
|---|---|---|---|
| Ventura County Professional Firefighters Assoc. | CA | 1 | $95,006 |
| Loma Linda University Faculty Medical Group | CA | 1 | $79,743 |
State footprint
Plans reporting Morton Capital Management LLC are sponsored in CA (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Ventura County Professional Firefighters Assoc. | Premium Reimb Plan Of Vcpfa Benefit Trust | 2023 | $95,006 | not reported in the loaded dataset |
| Loma Linda University Faculty Medical Group | Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan | 2023 | $79,743 | not reported in the loaded dataset |
Related Form 5500 pages
- Premium Reimb Plan Of Vcpfa Benefit Trust (plan 501)
- Ventura County Professional Firefighters Assoc. — all reported plans
- Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan (plan 001)
- Loma Linda University Faculty Medical Group — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources