Pensionmark — 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, Pensionmark is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $102,065 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$102,065
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$102,065
Filings
5
Plan sponsors
5
Plans
5
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 Pensionmark
SponsorStatePlansReported compensation
Progressive Services, Inc. Dba ProgressiveAZ1$34,111
Santa Barbara Museum Of Natural HistoryCA1$18,378
Allied Digital Services LLCCA1$18,000
Kern Steel Fabrication, Inc.CA1$17,608
Hallmark University, Inc.TX1$13,968

State footprint

Plans reporting Pensionmark are sponsored in CA (3), AZ (1), TX (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Progressive Services, Inc. Dba ProgressiveProgressive Services, Inc. 401(K) Salary Reduction Plan2023$34,111not reported in the loaded dataset
Santa Barbara Museum Of Natural HistorySanta Barbara Museum Of Natural History 403(B) Dc Plan2023$18,378not reported in the loaded dataset
Allied Digital Services LLCAllied Digital Services LLC 401k Plan2023$18,000not reported in the loaded dataset
Kern Steel Fabrication, Inc.Kern Steel Fabrication, Inc. 401(K) Profit Sharing Plan And Trust2023$17,608not reported in the loaded dataset
Hallmark University, Inc.Hallmark University, Inc. 401(K) Plan2023$13,968not reported in the loaded dataset

Related Form 5500 pages