Oppenheimer & Co. Inc. — 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, Oppenheimer & Co. Inc. is reported as a service provider on 59 loaded Form 5500 filing(s) across 57 plan sponsor(s) and 59 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,583,420 and reported indirect compensation totals $186,880.
Reported compensation summary
- Reported direct compensation
- $1,583,420
- Reported indirect compensation
- $186,880
- Total reported compensation
- $1,770,300
- Filings
- 59
- Plan sponsors
- 57
- Plans
- 59
- 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 |
|---|---|---|---|
| Trustees Of Teamsters Local 408 Pension And Welfare Funds | NJ | 2 | $105,395 |
| Eastern Alloys, Inc. | NY | 1 | $102,223 |
| Pipe Fitters Local #211 Welfare Trust Fund | TX | 1 | $101,159 |
| Jas Forwarding (U.S.A.), Inc. | GA | 1 | $96,751 |
| Chs Employee Group, LLC | TN | 1 | $60,000 |
| Output Services Group, Inc. | NJ | 1 | $53,599 |
| Independent Living Systems | FL | 1 | $50,000 |
| Bluetooth Sig Inc | WA | 1 | $49,791 |
| Ohios Hospice, Inc. | OH | 1 | $48,350 |
| Instantwhip Foods, Inc. | OH | 1 | $48,297 |
State footprint
Plans reporting Oppenheimer & Co. Inc. are sponsored in CA (13), NJ (7), OH (7), IL (4), NC (4), TX (4), GA (4), TN (3), NY (3), IN (2), FL (2), WA (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Eastern Alloys, Inc. | Eastern Alloys, Inc. Pension Plan And Trust Agreement | 2023 | $102,223 | not reported in the loaded dataset |
| Pipe Fitters Local #211 Welfare Trust Fund | Pipe Fitters Local Union 211 Welfare Trust Fund | 2023 | $101,159 | not reported in the loaded dataset |
| Jas Forwarding (U.S.A.), Inc. | Jas Forwarding (Usa), Inc. 401(K) Plan | 2023 | $0 | $96,751 |
| Trustees Of Teamsters Local 408 Pension And Welfare Funds | Teamsters Local 408 Pension Plan | 2023 | $89,264 | not reported in the loaded dataset |
| Chs Employee Group, LLC | Chs Employee Group, LLC 401(K) Retirement Plan | 2023 | $60,000 | not reported in the loaded dataset |
| Output Services Group, Inc. | Osg, Inc. Savings And Retirement Plan | 2023 | $53,599 | not reported in the loaded dataset |
| Independent Living Systems | Independent Living Systems 401(K) Plan | 2023 | $50,000 | not reported in the loaded dataset |
| Bluetooth Sig Inc | Bluetooth Sig Inc 401k Plan | 2023 | $49,791 | $0 |
| Ohios Hospice, Inc. | Ohio'S Hospice, Inc. 401(K) Retirement Savings | 2023 | $0 | $48,350 |
| Instantwhip Foods, Inc. | The Instantwhip Companies Profit Sharing Plan | 2023 | $48,297 | not reported in the loaded dataset |
| Costello, Inc. | Costello, Inc. 401(K) Plan | 2023 | $44,964 | not reported in the loaded dataset |
| Faurecia Usa Holdings, Inc. | Faurecia Usa Holdings, Inc. Retirement Savings | 2023 | $42,300 | not reported in the loaded dataset |
| Whirlwind Steel Buildings, Inc. | Whirlwind Steel Buildings, Inc. 401(K) Plan | 2023 | $41,742 | not reported in the loaded dataset |
| Readycap Commercial, LLC | Readycap Commercial 401(K) Plan | 2023 | $39,668 | not reported in the loaded dataset |
| Burrell College Of Osteopathic Medicine LLC | Bcom Retirement Plan | 2023 | $37,631 | not reported in the loaded dataset |
| Tobin Lucks, Llp | Tobin Lucks, Llp 401(K) Profit Sharing Plan | 2023 | $37,596 | not reported in the loaded dataset |
| Southwestern Industries, Inc. | Southwestern Industries, Inc. 401(K) Plan | 2023 | $36,904 | not reported in the loaded dataset |
| Compsych Management Corporation | Compsych Management Corporation Retirement Plan | 2023 | $35,748 | not reported in the loaded dataset |
| Skydance Productions, LLC | Skydance Productions, LLC 401(K) Profit Sharing Plan | 2023 | $35,032 | not reported in the loaded dataset |
| Kaplan Early Learning Company | Kelc 401(K) Savings Plan | 2023 | $32,623 | not reported in the loaded dataset |
| Custom Goods, LLC | Custom Goods, LLC Consolidated 401(K) Plan | 2023 | $32,426 | not reported in the loaded dataset |
| Northwest Pathology, Ps | Northwest Pathology 401(K) Plan | 2023 | $30,910 | $5 |
| All Metro Health Care | All Metro Health Care 401(K) Profit Sharing Plan And Trust | 2023 | $29,956 | $0 |
| Lance, Soll & Lunghard, Llp | Lance, Soll & Lunghard, Llp 401(K) Profit Sharing Plan | 2023 | $28,838 | $0 |
| Trustees Of Teamsters Local 408 Annuity Fund | Teamsters Local 408 Annuity Fund | 2023 | $27,145 | not reported in the loaded dataset |
| Miller Castings, Inc. | Miller Castings, Inc. 401(K) Plan | 2023 | $0 | $26,088 |
| The Mchenry Management Group | The Mchenry Management Group 401(K) Retirement And Savings Plan | 2023 | $25,929 | not reported in the loaded dataset |
| Strait And Lamp Lumber Company, Inc | Strait And Lamp Lumber Company, Inc. 401(K) Profit Sharing Plan | 2023 | $24,764 | not reported in the loaded dataset |
| John A. Hudec And Associates, Inc. | John A. Hudec And Associates, Inc. 401(K) Profit Sharing Plan | 2023 | $23,790 | not reported in the loaded dataset |
| First International Title Inc. | First International Title Inc. 401(K) Profit Sharing Plan And T | 2023 | $22,821 | $0 |
| Ballad Health | Ballad Health 401(A) Plan | 2023 | $22,800 | not reported in the loaded dataset |
| Dignified Home Loans, LLC | Dignified Home Loans LLC 401(K) Profit Sharing Plan | 2023 | $22,695 | not reported in the loaded dataset |
| Harrison Design Associates, Inc. | Harrison Design Associates 401(K) Profit Sharing Plan | 2023 | $22,559 | not reported in the loaded dataset |
| Modern Automotive Network, LLC | Modern Automotive Network 401(K) And Profit Sharing Plan | 2023 | $21,707 | not reported in the loaded dataset |
| Interstate Cold Storage, Inc. | Tippmann Affiliated Group 401(K) Employees Retirement Plan | 2023 | $20,815 | $0 |
| Pdq Enterprises, Inc. | Pdq Enterprises, Inc. 401(K) Profit Sharing Plan | 2023 | $20,227 | $0 |
| Ballad Health | Ballad Health 403(B) Plan | 2023 | $20,200 | not reported in the loaded dataset |
| Sycamore Services, Inc | Sycamore Services 401(K) Plan | 2023 | $19,544 | not reported in the loaded dataset |
| El Proyecto Del Barrio,Inc. | El Proyecto Del Barrio 403(B)Plan | 2023 | $18,770 | not reported in the loaded dataset |
| Hyatt Corporation | Hyatt Corporation Retirement Savings Plan | 2023 | $18,750 | not reported in the loaded dataset |
| Just Media, Inc. | Just Media, Inc. 401(K) Profit Sharing Plan & Trust | 2023 | $18,165 | not reported in the loaded dataset |
| Chromadex, Inc. | Chromadex, Inc. 401(K) Plan | 2023 | $17,386 | not reported in the loaded dataset |
| Alpha Net Consulting, LLC | Alpha Net Consulting, LLC 401(K) Plan | 2023 | $17,159 | not reported in the loaded dataset |
| Trustees Of Teamsters Local 408 Pension & Welfare Funds | Teamsters Local 408 Welfare Plan | 2023 | $16,131 | not reported in the loaded dataset |
| American Producers Supply Co., Inc. | American Producers Supply 401(K) Employee Retirement Plan | 2023 | $16,001 | not reported in the loaded dataset |
| General Electric Company, Operating As Ge Aerospace | General Electric Pension Trust | 2023 | $0 | $15,686 |
| Universal Rehab & Fitness Inst | Universal Institute 401(K) Plan | 2023 | $14,859 | $0 |
| Home Franchise Concepts, LLC | Home Franchise Concepts Retirement Savings Plan | 2023 | $14,148 | not reported in the loaded dataset |
| Pyxus International, Inc. | Pyxus International, Inc. Savings And Profit Sharing Plan | 2023 | $13,500 | not reported in the loaded dataset |
| Datafield, Inc. | Datafield, Inc. 401(K) Plan | 2023 | $11,296 | not reported in the loaded dataset |
Related Form 5500 pages
- Eastern Alloys, Inc. Pension Plan And Trust Agreement (plan 002)
- Eastern Alloys, Inc. — all reported plans
- Pipe Fitters Local Union 211 Welfare Trust Fund (plan 501)
- Pipe Fitters Local #211 Welfare Trust Fund — all reported plans
- Jas Forwarding (Usa), Inc. 401(K) Plan (plan 001)
- Jas Forwarding (U.S.A.), Inc. — all reported plans
- Teamsters Local 408 Pension Plan (plan 001)
- Trustees Of Teamsters Local 408 Pension And Welfare Funds — all reported plans
- Chs Employee Group, LLC 401(K) Retirement Plan (plan 001)
- Chs Employee Group, LLC — all reported plans
- Osg, Inc. Savings And Retirement Plan (plan 001)
- Output Services Group, Inc. — all reported plans
- Independent Living Systems 401(K) Plan (plan 002)
- Independent Living Systems — all reported plans
- Bluetooth Sig Inc 401k Plan (plan 001)
- Bluetooth Sig Inc — all reported plans
- Ohio'S Hospice, Inc. 401(K) Retirement Savings (plan 003)
- Ohios Hospice, Inc. — all reported plans
- The Instantwhip Companies Profit Sharing Plan (plan 002)
- Instantwhip Foods, Inc. — all reported plans
- Costello, Inc. 401(K) Plan (plan 001)
- Costello, Inc. — all reported plans
- Faurecia Usa Holdings, Inc. Retirement Savings (plan 001)
- Faurecia Usa Holdings, Inc. — all reported plans
- Whirlwind Steel Buildings, Inc. 401(K) Plan (plan 003)
- Whirlwind Steel Buildings, Inc. — all reported plans
- Readycap Commercial 401(K) Plan (plan 001)
- Readycap Commercial, LLC — all reported plans
- Bcom Retirement Plan (plan 001)
- Burrell College Of Osteopathic Medicine LLC — all reported plans
- Tobin Lucks, Llp 401(K) Profit Sharing Plan (plan 006)
- Tobin Lucks, Llp — all reported plans
- Southwestern Industries, Inc. 401(K) Plan (plan 001)
- Southwestern Industries, Inc. — all reported plans
- Compsych Management Corporation Retirement Plan (plan 001)
- Compsych Management Corporation — all reported plans
- Skydance Productions, LLC 401(K) Profit Sharing Plan (plan 001)
- Skydance Productions, LLC — all reported plans
- Kelc 401(K) Savings Plan (plan 002)
- Kaplan Early Learning Company — all reported plans
- Custom Goods, LLC Consolidated 401(K) Plan (plan 001)
- Custom Goods, LLC — all reported plans
- Northwest Pathology 401(K) Plan (plan 004)
- Northwest Pathology, Ps — all reported plans
- All Metro Health Care 401(K) Profit Sharing Plan And Trust (plan 001)
- All Metro Health Care — all reported plans
- Lance, Soll & Lunghard, Llp 401(K) Profit Sharing Plan (plan 001)
- Lance, Soll & Lunghard, Llp — all reported plans
- Teamsters Local 408 Annuity Fund (plan 001)
- Trustees Of Teamsters Local 408 Annuity Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources