National Financial Services — 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, National Financial Services is reported as a service provider on 695 loaded Form 5500 filing(s) across 614 plan sponsor(s) and 695 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $159,417 and reported indirect compensation totals $191,935.
Reported compensation summary
- Reported direct compensation
- $159,417
- Reported indirect compensation
- $191,935
- Total reported compensation
- $351,352
- Filings
- 695
- Plan sponsors
- 614
- Plans
- 695
- 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 |
|---|---|---|---|
| Volvo Group North America, LLC | NC | 3 | $191,921 |
| System Services Broadband, Inc. | LA | 1 | $34,422 |
| Bankunited, Inc. | FL | 1 | $31,931 |
| Lbmc Employment Partners, LLC | TN | 1 | $23,067 |
| Hawkins, Delafield & Wood, Llp | NY | 1 | $16,102 |
| Evi Industries, Inc. | FL | 1 | $16,000 |
| Wicker, Smith, Ohara, Mccoy & Ford, P.A. | FL | 2 | $14,503 |
| Umpco, Inc | CA | 1 | $9,829 |
| Diploma Holdings, Inc | FL | 1 | $6,761 |
| Manganaro North America, Inc. | MD | 1 | $6,222 |
State footprint
Plans reporting National Financial Services are sponsored in NY (79), CA (60), PA (40), FL (33), MI (29), NJ (29), WI (28), MD (26), NC (24), GA (24), OH (24), MO (21).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Volvo Group North America, LLC | Volvo Group North America, LLC Target Retirement Fund Trust | 2023 | $0 | $191,921 |
| System Services Broadband, Inc. | System Services Profit Sharing 401k Plan | 2023 | $34,422 | not reported in the loaded dataset |
| Bankunited, Inc. | Bankunited 401(K) Plan | 2023 | $31,931 | not reported in the loaded dataset |
| Lbmc Employment Partners, LLC | Lbmc Employment Partners, LLC 401(K) Profit | 2023 | $23,067 | not reported in the loaded dataset |
| Hawkins, Delafield & Wood, Llp | Hd&W Retirement Plan | 2023 | $16,102 | not reported in the loaded dataset |
| Evi Industries, Inc. | Evi Industries, Inc. 401(K) Plan | 2023 | $16,000 | not reported in the loaded dataset |
| Wicker, Smith, Ohara, Mccoy & Ford, P.A. | Wicker Smith 401(K) Plan Ii | 2023 | $10,224 | not reported in the loaded dataset |
| Umpco, Inc | Umpco, Inc. Employees' Pension Plan | 2023 | $9,829 | not reported in the loaded dataset |
| Diploma Holdings, Inc | Diploma Holdings, Inc. 401(K) Plan | 2023 | $6,761 | not reported in the loaded dataset |
| Manganaro North America, Inc. | Manganaro 401(K) Plan | 2023 | $6,222 | not reported in the loaded dataset |
| Wicker, Smith, Ohara, Mccoy & Ford, P.A. | Wicker Smith 401(K) Plan I | 2023 | $4,279 | not reported in the loaded dataset |
| Kleinberg, Kaplan, Wolff & Cohen, P.C. | Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(K) Profit Sharing Plan | 2023 | $580 | not reported in the loaded dataset |
| Ratp Dev North America | Ratp Dev North America 401(K) Plan | 2023 | $0 | $14 |
| Rk Stratman, Inc. | Rk Stratman, Inc. 401(K) Profit-Sharing Plan | 2023 | $0 | $0 |
| The International Association Of Lions Clubs | The International Association Of Lions Clubs 401(K) Savings Plan | 2023 | $0 | $0 |
| The Cooper Companies, Inc. | The Cooper Companies, Inc. 401(K) Savings Plan | 2023 | $0 | $0 |
| Ionbond LLC | Ionbond LLC Savings Incentive Plan | 2023 | $0 | $0 |
| Chromalox | Chromalox, Inc. Employee Savings Investment Plan | 2023 | $0 | $0 |
| Vermont Mutual Insurance Company | Vermont Mutual Insurance Company Employees' Pension Plan | 2023 | $0 | $0 |
| Mercy Corps | Mercy Corps 403(B) Plan | 2023 | $0 | $0 |
| J.F. Brennan Company, Inc. | Brennan Companies 401(K) And Profit Sharing Plan | 2023 | $0 | $0 |
| Monster Beverage Corporation | Monster Energy Company 401 K Plan | 2023 | $0 | $0 |
| Tanana Chiefs Conference | Tanana Chiefs Conference 403b Retirement Savings Plan | 2023 | $0 | $0 |
| Tanana Chiefs Conference | Profit Sharing Plan For Employees Of Tanana Chiefs Conference | 2023 | $0 | $0 |
| Evening Post Group, LLC | Evening Post Group, LLC Employee Retirement Plan | 2023 | $0 | $0 |
| Secu Credit Union | Secu/S3 401(K) Retirement Plan | 2023 | $0 | $0 |
| Jelly Belly Candy Company | Jelly Belly Candy Company 401(K) And Profit Sharing Plan | 2023 | $0 | $0 |
| Valley Presbyterian Hospital | Tax Deferred Annuity Program For Employees Of Valley Presbyterian Hospital | 2023 | $0 | $0 |
| Museum Associates D/B/A Los Angeles County Museum Of Art | Museum Associates Dba Los Angeles County Museum Of Art 401(A) Plan | 2023 | $0 | $0 |
| Museum Associates D/B/A Los Angeles County Museum Of Art | Museum Associates D/B/A Los Angeles County Museum Of Art 403(B) Plan | 2023 | $0 | $0 |
| Network Health, Inc. | Network Health, Inc. 401(K) Plan | 2023 | $0 | $0 |
| Fulton County Health Center | Fulton County Health Center Employees' Pension Plan | 2023 | $0 | $0 |
| Fulton County Health Center | Fulton County Health Center Tax Deferred Annuity Plan | 2023 | $0 | $0 |
| Lyn Lad Group, Ltd | Lyn Lad Group, Ltd 401k Plan | 2023 | $0 | $0 |
| Gray Construction, Inc | Gray Retirement Savings Plan | 2023 | $0 | $0 |
| The Dingley Press, Inc. | The Dingley Press 401(K) Retirement Plan | 2023 | $0 | $0 |
| Almatis, Inc. | Almatis, Inc. Savings Plan | 2023 | $0 | $0 |
| Iv Media LLC | Iv Media LLC 401(K) Retirement Plan | 2023 | $0 | $0 |
| Stanford Hotels Corporation | Employee 401(K) Plan | 2023 | $0 | $0 |
| Midcontinent Communications Dba Midco | Midco 401(K) Plan | 2023 | $0 | $0 |
| Midcontinent Media, Inc. | Midcontinent Media, Inc. 401(K) Plan | 2023 | $0 | $0 |
| Pediatric Medical Services Of Florida, Inc. | Pediatric Medical Services Of Florida, Inc 401(K) Plan | 2023 | $0 | $0 |
| Columbus Oncology Associates, Inc. | Columbus Oncology Associates, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
| Independent Professional Services, Inc. | Independent Professional Services 401(K) & Profit Sharing Plan | 2023 | $0 | $0 |
| Valley Presbyterian Hospital | 401(A) Valley Presbyterian Hospital Defined Contribution Plan | 2023 | $0 | $0 |
| Ykk Corporation Of America | Ykk 401(K) Retirement Plan | 2023 | $0 | $0 |
| Greater Washington Educational Telecommunications Association, Inc | Weta 403(B) Tax Deferred Savings Plan | 2023 | $0 | $0 |
| Phoebe Putney Health System, Inc. | Phoebe Putney Health System 403(B) Deferred Savings Plan | 2023 | $0 | $0 |
| Shape Technologies Group, Inc. | The Shape Technologies Group 401(K) Plan | 2023 | $0 | $0 |
| Grove City College | Grove City College Savings And Retirement Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Volvo Group North America, LLC Target Retirement Fund Trust (plan 015)
- Volvo Group North America, LLC — all reported plans
- System Services Profit Sharing 401k Plan (plan 001)
- System Services Broadband, Inc. — all reported plans
- Bankunited 401(K) Plan (plan 001)
- Bankunited, Inc. — all reported plans
- Lbmc Employment Partners, LLC 401(K) Profit (plan 001)
- Lbmc Employment Partners, LLC — all reported plans
- Hd&W Retirement Plan (plan 001)
- Hawkins, Delafield & Wood, Llp — all reported plans
- Evi Industries, Inc. 401(K) Plan (plan 001)
- Evi Industries, Inc. — all reported plans
- Wicker Smith 401(K) Plan Ii (plan 002)
- Wicker, Smith, Ohara, Mccoy & Ford, P.A. — all reported plans
- Umpco, Inc. Employees' Pension Plan (plan 001)
- Umpco, Inc — all reported plans
- Diploma Holdings, Inc. 401(K) Plan (plan 001)
- Diploma Holdings, Inc — all reported plans
- Manganaro 401(K) Plan (plan 002)
- Manganaro North America, Inc. — all reported plans
- Wicker Smith 401(K) Plan I (plan 001)
- Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(K) Profit Sharing Plan (plan 001)
- Kleinberg, Kaplan, Wolff & Cohen, P.C. — all reported plans
- Ratp Dev North America 401(K) Plan (plan 002)
- Ratp Dev North America — all reported plans
- Rk Stratman, Inc. 401(K) Profit-Sharing Plan (plan 001)
- Rk Stratman, Inc. — all reported plans
- The International Association Of Lions Clubs 401(K) Savings Plan (plan 004)
- The International Association Of Lions Clubs — all reported plans
- The Cooper Companies, Inc. 401(K) Savings Plan (plan 102)
- The Cooper Companies, Inc. — all reported plans
- Ionbond LLC Savings Incentive Plan (plan 001)
- Ionbond LLC — all reported plans
- Chromalox, Inc. Employee Savings Investment Plan (plan 001)
- Chromalox — all reported plans
- Vermont Mutual Insurance Company Employees' Pension Plan (plan 001)
- Vermont Mutual Insurance Company — all reported plans
- Mercy Corps 403(B) Plan (plan 001)
- Mercy Corps — all reported plans
- Brennan Companies 401(K) And Profit Sharing Plan (plan 002)
- J.F. Brennan Company, Inc. — all reported plans
- Monster Energy Company 401 K Plan (plan 001)
- Monster Beverage Corporation — all reported plans
- Tanana Chiefs Conference 403b Retirement Savings Plan (plan 002)
- Tanana Chiefs Conference — all reported plans
- Profit Sharing Plan For Employees Of Tanana Chiefs Conference (plan 001)
- Evening Post Group, LLC Employee Retirement Plan (plan 003)
- Evening Post Group, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources