National Financial Services, 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, National Financial Services, LLC is reported as a service provider on 33 loaded Form 5500 filing(s) across 33 plan sponsor(s) and 33 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $123,372 and reported indirect compensation totals $923,143.

Reported compensation summary

Reported direct compensation
$123,372
Reported indirect compensation
$923,143
Total reported compensation
$1,046,515
Filings
33
Plan sponsors
33
Plans
33
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 National Financial Services, LLC
SponsorStatePlansReported compensation
Aaaa Retire. Fund For Mem. AgenciesNC1$642,397
1111 Systems, Inc.NJ1$111,936
Pvh Corp.NJ1$55,644
Brunello Cucinelli Usa IncNY1$54,566
Radius Financial Group, Inc.MA1$32,193
Atlas Distributing, Inc.MA1$30,956
Eastern Research Group, Inc.MA1$23,948
Credo Community Center For The Treatment Of Addictions IncNY1$23,531
Catania-Spagna CorporationMA1$10,608
Whitsons Food Service Corp.NY1$10,345

State footprint

Plans reporting National Financial Services, LLC are sponsored in NY (7), MA (6), NJ (4), MI (2), TX (2), AL (2), NC (1), NV (1), PA (1), AK (1), VA (1), CT (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Aaaa Retire. Fund For Mem. Agencies103-12-Ie2023$0$642,397
1111 Systems, Inc.1111 Systems, Inc. 401(K) Plan2023$0$111,936
Pvh Corp.Pvh Corp Pension Master Trust2023$0$55,644
Brunello Cucinelli Usa IncBrunello Cucinelli Usa Inc 401(K) Profit Sharing Plan And Trust2023$0$54,566
Radius Financial Group, Inc.Radius Financial Group, Inc. 401(K) Employee Savings Plan2023$32,193not reported in the loaded dataset
Atlas Distributing, Inc.Atlas Distributing 401(K) Plan2023$0$30,956
Eastern Research Group, Inc.Eastern Research Group, Inc. Cash Or Deferred Profit Sharing Plan2023$23,948not reported in the loaded dataset
Credo Community Center For The Treatment Of Addictions IncCredo Community Center For The Treatment Of Addictions Inc 401k Profit Sharing Plan2023$23,531not reported in the loaded dataset
Catania-Spagna CorporationCatania-Spagna Corporation Profit Sharing & 401(K) Plan & Trust2023$10,608not reported in the loaded dataset
Whitsons Food Service Corp.Whitsons Food Service Corp. 401(K) Plan2023$0$10,345
Weinstein Management Co. Inc.Weinstein Properties Employees' 401(K) Plan2023$8,494not reported in the loaded dataset
Chestnut Dental Associates, P.C.Chestnut Dental Associates, P.C. Profit Sharing Plan2023$7,531not reported in the loaded dataset
International Cars, Ltd., Inc.International Cars, Ltd., Inc. Salary Deferral 401(K) Profit Sharing Plan2023$7,005not reported in the loaded dataset
Monadnock Construction, Inc.The Monadnock Construction, Inc. 401(K) Plan2023$6,247not reported in the loaded dataset
Martin Specialty CoatingsMartin Specialty Coatings 401(K) Plan2023$0$5,957
Atlas Healthcare, LLCAtlas Healthcare, LLC 401k Plan2023$0$4,343
Robert Charles Lesser & Co., LLCRobert Charles Lesser & Co., LLC Cash Or Deferred Profit Sharing Plan And Trust2023$3,815not reported in the loaded dataset
Mufg Bank, LtdMufg Bank Ltd. 401(K) Plan2023$0$3,701
The New York-Presbyterian HospitalThe Retirement Savings Plan2023$0$1,599
Springfield Clinic, LlpSpringfield Clinic, Llp 401(K) Ees' Benefit And Retirement Plan2023$0$372
Ks Management Services, L.L.C.Kelsey-Seybold 401(K) Plan2023$0$262
Frankenmuth Insurance CompanyFrankenmuth Insurance 401(K) Savings Plan2023$0$204
Frankenmuth Insurance CompanyFrankenmuth Insurance 401(K) Savings Plan2023$0$204
Legal Services NycThe Legal Services Nyc Tax Deferred Annuity Plan2023$0$161
Orthopedic Assoc. Of Hartford PcOrthopedic Associates Of Hartford P.C. Section 401k Profit Sharing Plan2023$0$147
The Infirmary Health System, Inc.The Infirmary 401(K) Plan2023$0$98
Hitachi Rail Sts Usa, Inc.Hitachi Rail Sts Usa, Inc. Retirement Savings Plan2023$0$82
Marotta Controls, Inc.Marotta Controls, Inc. Employees 401k Plan2023$0$49
Everi Payments Inc.Everi Holdings Inc. 401(K) Plan2023$0$45
Caris Science, Inc.Caris Science Inc. 401(K) Plan2023$0$30
Wolverine Tube, Inc.Wolverine Tube Savings Plan2023$0$16
Maverick Services, LLCMaverick Services, LLC 401(K) Plan2023$0$15
Northern Star (Pogo) LLCNorthern Star (Pogo) LLC 401k Plan2023$0$14

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