Nwq Investment Management Company — 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, Nwq Investment Management Company is reported as a service provider on 4 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 $234,902 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$234.9KDirect + indirect, across loaded filings$234,902
Plans served2
Plan sponsors2
Filings4
Direct vs. indirect compensation
Direct compensation$234.9K
Indirect compensation$0

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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 compensation96%Board Of Trustees Of Pamcah-Ua Local 675 Annuity Fund
Top state share of plans50%HI
Plan sponsors served2
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Nwq Investment Management Company. Bars show relative scale.

  1. 1
  2. 2
Geographic reach

State footprint

Where Nwq Investment Management Company appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    HI1 plan(s)
  2. 2
    NY1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Nwq Investment Management Company are sponsored, by plan count.

  1. 1
    Honolulu, HI1 plan(s)
  2. 2
    Syracuse, NY1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Board Of Trustees Of Pamcah-Ua Local 675 Annuity Fund, HI · Direct $81.8K · Indirect $0 · 2023
  2. 2
    Board Of Trustees Of Pamcah-Ua Local 675 Annuity Fund, HI · Direct $80K · Indirect $0 · 2023
  3. 3
    Board Of Trustees Of Pamcah-Ua Local 675 Annuity Fund, HI · Direct $63K · Indirect $0 · 2023
  4. 4
    Trustees Of Laborers Int'L Union Of Na Local Union No. 1822 Pension Fu, NY · Direct $10.2K · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Nwq Investment Management Company?
Public Form 5500 Schedule C filings report compensation paid to Nwq Investment Management Company as a plan service provider. Across loaded filings, total reported compensation is $234,902.
How many plans report Nwq Investment Management Company as a service provider?
Nwq Investment Management Company appears on 2 loaded plan(s) across 2 sponsor(s).

Related Form 5500 pages