Newton Investment 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, Newton Investment Management LLC is reported as a service provider on 1 loaded Form 5500 filing(s) across 1 plan sponsor(s) and 1 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $357,417 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$357.4KDirect + indirect, across loaded filings$357,417
Plans served1
Plan sponsors1
Filings1
Direct vs. indirect compensation
Direct compensation$357.4K
Indirect compensation$0

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation100%Board Of Trustees, United Association Union Local No.
Top state share of plans100%OR
Plan sponsors served1
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Newton Investment Management LLC. Bars show relative scale.

  1. 1
Geographic reach

State footprint

States where plans reporting Newton Investment Management LLC are sponsored, by plan count.

  1. 1
    OR1 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Board Of Trustees, United Association Union Local No.Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan2023$357,417$0

Related Form 5500 pages