Pensionmark Financial Group 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, Pensionmark Financial Group LLC is reported as a service provider on 430 loaded Form 5500 filing(s) across 418 plan sponsor(s) and 427 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $11,104,706 and reported indirect compensation totals $2,248,036.
Reported compensation summary
- Reported direct compensation
- $11,104,706
- Reported indirect compensation
- $2,248,036
- Total reported compensation
- $13,352,742
- Filings
- 430
- Plan sponsors
- 418
- Plans
- 427
- 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 |
|---|---|---|---|
| Caesars Entertainment Inc. | NV | 1 | $450,000 |
| Averitt Express, Inc. | TN | 1 | $189,019 |
| Patriot Growth Insurance Services, LLC | PA | 1 | $164,897 |
| Seneca Foods Corporation | NY | 1 | $158,778 |
| Teamwork Services, Inc. | GA | 1 | $136,129 |
| Asphalt Inc., LLC Dba Lone Star Paving | TX | 1 | $122,216 |
| Dental Care Alliance | FL | 2 | $120,810 |
| Centerbridge Partners, L.P. | NY | 1 | $117,875 |
| Filtration Group Corporation | IL | 1 | $117,792 |
| Connectwise, LLC. | FL | 1 | $103,448 |
State footprint
Plans reporting Pensionmark Financial Group LLC are sponsored in CA (141), TX (70), NY (37), CO (18), FL (16), WI (12), VT (11), NJ (10), GA (9), AZ (7), OH (7), MA (7).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Caesars Entertainment Inc. | Caesars Entertainment, Inc 401(K) Plan | 2023 | $450,000 | not reported in the loaded dataset |
| Averitt Express, Inc. | Averitt Express, Inc. Profit Sharing And 401(K) Plan | 2023 | $188,220 | $799 |
| Patriot Growth Insurance Services, LLC | Patriot Growth Insurance Services, LLC 401(K) Plan | 2023 | $164,897 | not reported in the loaded dataset |
| Seneca Foods Corporation | Seneca Foods Corporation Employees' Savings Plan | 2023 | $158,778 | not reported in the loaded dataset |
| Teamwork Services, Inc. | Teamwork Services 401(K) & Profit Sharing Plan | 2023 | $136,129 | not reported in the loaded dataset |
| Asphalt Inc., LLC Dba Lone Star Paving | Lone Star Paving 401(K) Plan | 2023 | $0 | $122,216 |
| Centerbridge Partners, L.P. | Centerbridge Partners, L.P. Incentive Savings Trust | 2023 | $117,875 | $0 |
| Filtration Group Corporation | Filtration Group 401(K) Retirement Savings Plan | 2023 | $117,792 | not reported in the loaded dataset |
| Connectwise, LLC. | Connectwise, LLC. 401(K) Plan | 2023 | $103,448 | not reported in the loaded dataset |
| Nextroll, Inc. | Nextroll 401(K) Plan & Trust | 2023 | $103,264 | not reported in the loaded dataset |
| Dental Care Alliance | Dental Care Alliance 401k Plan | 2023 | $0 | $95,223 |
| Continental Cars, Inc. | Continental Cars, Inc. 401(K) Plan & Trust | 2023 | $0 | $94,170 |
| Csc Generation Holdings, Inc. | Csc Generation Holdings, Inc. 401(K) Plan | 2023 | $87,026 | not reported in the loaded dataset |
| Arizona Financial Credit Union | Arizona Financial Credit Union Capital Accumulation Plan | 2023 | $85,648 | not reported in the loaded dataset |
| North Clinic, P.A. Dba Voyage Healthcare | Voyage Healthcare Retirement Plan | 2023 | $81,667 | not reported in the loaded dataset |
| Physicians Network Medical Group, Inc. | Physicians Network Medical Group 401(K) Plan | 2023 | $0 | $77,969 |
| Aijj Enterprises, Inc | Rainbow Apparel 401(K) Savings Plan | 2023 | $0 | $76,850 |
| Pendo.Io, Inc. | Pendo.Io, Inc. Retirement Plan | 2023 | $75,257 | not reported in the loaded dataset |
| Abercrombie & Fitch Co. | Abercrombie & Fitch Co. Savings And Retirement Plan | 2023 | $75,000 | not reported in the loaded dataset |
| Keep Truckin, Inc. | Keep Truckin Retirement Trust | 2023 | $74,421 | not reported in the loaded dataset |
| Foundation Partners Group, LLC | Foundation Partners Group, LLC Retirement Savings Plan | 2023 | $0 | $73,611 |
| Bonterra, LLC | Bonterra 401(K) Plan | 2023 | $70,462 | not reported in the loaded dataset |
| Kaneka North America, LLC | Kaneka 401(K) Plan | 2023 | $69,010 | not reported in the loaded dataset |
| Shift4 Payments, LLC | Shift4 401(K) Plan | 2023 | $68,122 | not reported in the loaded dataset |
| Galpin Motors, Inc. | Galpin Motors, Inc. 401(K) Profit Sharing Plan | 2023 | $65,325 | not reported in the loaded dataset |
| Eichleay, Inc. | Eichleay, Inc. Pension And Profit Sharing Plan | 2023 | $0 | $65,000 |
| Tishman Speyer Properties, Lp | Tishman Speyer Properties, L.P. 401(K) Savings Plan | 2023 | $64,375 | not reported in the loaded dataset |
| One Voice Central Texas | One Voice Central Texas 403(B) Plan | 2023 | $64,106 | not reported in the loaded dataset |
| American Association For The Advancement Of Science | American Association For The Advancement Of Science Defined Contribution Plan | 2023 | $63,000 | not reported in the loaded dataset |
| King Street Capital Management, L.P. | King Street Capital Management, L.P. 401(K) Plan | 2023 | $62,881 | not reported in the loaded dataset |
| Khan Academy, Inc. | Khan Academy, Inc. 401(K) Safe Harbor Plan | 2023 | $62,794 | not reported in the loaded dataset |
| Bonhams & Butterfields Auctioneers Corporation | Bonhams & Butterfields 401(K) Plan | 2023 | $62,620 | not reported in the loaded dataset |
| Deerfield Management Company, Lp | Deerfield Management Company Profit Sharing And 401(K) Plan | 2023 | $61,964 | $0 |
| Jenkins Services, Inc. | Jenkins Services, Inc. 401(K) Plan | 2023 | $0 | $61,825 |
| Stellantis Financial Services, Inc. | Stellantis Financial Services, Inc. 401(K) Plan | 2023 | $60,921 | $0 |
| Sperber Landscape Companies, LLC | Sperber Landscape Companies And Subsidiaries 401(K) Plan | 2023 | $60,817 | not reported in the loaded dataset |
| Perfectvision Manufacturing, Inc. | Perfectvision Manufacturing, Inc. Retirement Plan | 2023 | $60,684 | not reported in the loaded dataset |
| Webcor Construction Lp Dba Webcor Builders | Webcor Builders 401(K) Profit Sharing Plan | 2023 | $60,000 | not reported in the loaded dataset |
| San Francisco Fire Credit Union | San Francisco Fire Credit Union 401(K) Plan & Trust | 2023 | $59,474 | not reported in the loaded dataset |
| Crafton, Tull & Associates, Inc . | Crafton, Tull & Associates, Inc. 401(K) Plan | 2023 | $58,504 | not reported in the loaded dataset |
| Community Research Foundation | Community Research Foundation Retirement Savings Plan | 2023 | $58,063 | not reported in the loaded dataset |
| J-M Manufacturing Company, Inc. | Jm Eagle Employees 401k Savings Plan | 2023 | $57,876 | not reported in the loaded dataset |
| Hydraforce, Inc. | Hydraforce, Inc. 401(K) Plan | 2023 | $57,277 | not reported in the loaded dataset |
| Mib Group Holdings Inc. | Mib Group Holdings Inc. 401(K) Retirement Savings Plan | 2023 | $56,146 | not reported in the loaded dataset |
| First Northern Bank Of Dixon | First Northern Bank Profit Sharing 401(K) Plan | 2023 | $55,132 | not reported in the loaded dataset |
| Bartlett Cocke General Contractors, LLC | Bartlett Cocke General Contractors 401(K) Plan | 2023 | $55,090 | not reported in the loaded dataset |
| Califia Farms, LLC | Califia Farms, LLC 401(K) Plan | 2023 | $55,013 | $0 |
| Cemstone Products Company | Amcon, Cemstone And Tcc Employee Savings Plan | 2023 | $54,628 | not reported in the loaded dataset |
| One Step Up, Ltd | One Step Up, Ltd 401(K) Plan | 2023 | $0 | $53,856 |
| Kbc Bank N.V., New York Branch | The Pension Plan For Employees Of Kbc Bank N. V., New York Branch | 2023 | $0 | $52,948 |
Related Form 5500 pages
- Caesars Entertainment, Inc 401(K) Plan (plan 002)
- Caesars Entertainment Inc. — all reported plans
- Averitt Express, Inc. Profit Sharing And 401(K) Plan (plan 001)
- Averitt Express, Inc. — all reported plans
- Patriot Growth Insurance Services, LLC 401(K) Plan (plan 001)
- Patriot Growth Insurance Services, LLC — all reported plans
- Seneca Foods Corporation Employees' Savings Plan (plan 003)
- Seneca Foods Corporation — all reported plans
- Teamwork Services 401(K) & Profit Sharing Plan (plan 001)
- Teamwork Services, Inc. — all reported plans
- Lone Star Paving 401(K) Plan (plan 001)
- Asphalt Inc., LLC Dba Lone Star Paving — all reported plans
- Centerbridge Partners, L.P. Incentive Savings Trust (plan 001)
- Centerbridge Partners, L.P. — all reported plans
- Filtration Group 401(K) Retirement Savings Plan (plan 001)
- Filtration Group Corporation — all reported plans
- Connectwise, LLC. 401(K) Plan (plan 001)
- Connectwise, LLC. — all reported plans
- Nextroll 401(K) Plan & Trust (plan 001)
- Nextroll, Inc. — all reported plans
- Dental Care Alliance 401k Plan (plan 001)
- Dental Care Alliance — all reported plans
- Continental Cars, Inc. 401(K) Plan & Trust (plan 002)
- Continental Cars, Inc. — all reported plans
- Csc Generation Holdings, Inc. 401(K) Plan (plan 001)
- Csc Generation Holdings, Inc. — all reported plans
- Arizona Financial Credit Union Capital Accumulation Plan (plan 033)
- Arizona Financial Credit Union — all reported plans
- Voyage Healthcare Retirement Plan (plan 001)
- North Clinic, P.A. Dba Voyage Healthcare — all reported plans
- Physicians Network Medical Group 401(K) Plan (plan 001)
- Physicians Network Medical Group, Inc. — all reported plans
- Rainbow Apparel 401(K) Savings Plan (plan 001)
- Aijj Enterprises, Inc — all reported plans
- Pendo.Io, Inc. Retirement Plan (plan 001)
- Pendo.Io, Inc. — all reported plans
- Abercrombie & Fitch Co. Savings And Retirement Plan (plan 001)
- Abercrombie & Fitch Co. — all reported plans
- Keep Truckin Retirement Trust (plan 001)
- Keep Truckin, Inc. — all reported plans
- Foundation Partners Group, LLC Retirement Savings Plan (plan 001)
- Foundation Partners Group, LLC — all reported plans
- Bonterra 401(K) Plan (plan 001)
- Bonterra, LLC — all reported plans
- Kaneka 401(K) Plan (plan 001)
- Kaneka North America, LLC — all reported plans
- Shift4 401(K) Plan (plan 001)
- Shift4 Payments, LLC — all reported plans
- Galpin Motors, Inc. 401(K) Profit Sharing Plan (plan 001)
- Galpin Motors, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources