Pfm Advisors — 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, Pfm Advisors is reported as a service provider on 12 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 12 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $862,347 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $862,347
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $862,347
- Filings
- 12
- Plan sponsors
- 11
- Plans
- 12
- 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 |
|---|---|---|---|
| Plumbers And Pipefitters Local 520 Pension Plan | MI | 1 | $246,126 |
| Ibew 143 Benefit Funds-Health & Welfare Fund | PA | 2 | $217,575 |
| Ibew Local No. 229 Pension Fund | VA | 1 | $123,921 |
| Trustees Of Susquehanna Laborers Combined Pension Fund | PA | 1 | $116,697 |
| Joint Board Of Trustees Roofers Union Local 30 | MI | 1 | $66,000 |
| Ibew Local 269 Pension Fund | NJ | 1 | $30,000 |
| Ibew Local Union 269 Annuity Fund | NJ | 1 | $30,000 |
| Retail Wholesale Department Store Defined Contribution Pension Plan | PA | 1 | $16,521 |
| Joint Board Of Trustees Roofers Union Local 30 | MI | 1 | $8,250 |
| I.B.E.W 269 Supplemental Fund Supplemental Fund | NJ | 1 | $5,096 |
State footprint
Plans reporting Pfm Advisors are sponsored in PA (5), MI (3), NJ (3), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Plumbers And Pipefitters Local 520 Pension Plan | Plumbers And Pipefitters Local 520 Pension Plan | 2023 | $246,126 | not reported in the loaded dataset |
| Ibew 143 Benefit Funds - Pension Fund | 143 Ibew Benefit Funds - Pension Fund | 2023 | $183,174 | not reported in the loaded dataset |
| Ibew Local No. 229 Pension Fund | Ibew Local No. 229 Pension Fund | 2023 | $123,921 | not reported in the loaded dataset |
| Trustees Of Susquehanna Laborers Combined Pension Fund | Susquehanna Laborers Combined Pension Fund | 2023 | $116,697 | not reported in the loaded dataset |
| Joint Board Of Trustees Roofers Union Local 30 | Roofers Union Local 30 Combined Annuity Fund | 2023 | $66,000 | not reported in the loaded dataset |
| Ibew 143 Benefit Funds-Health & Welfare Fund | 143 Ibew Benefit Funds Health & Welfare Fund | 2023 | $34,401 | not reported in the loaded dataset |
| Ibew Local Union 269 Annuity Fund | Ibew Local Union 269 Annuity Fund | 2023 | $30,000 | not reported in the loaded dataset |
| Ibew Local 269 Pension Fund | Ibew Local 269 Pension Plan | 2023 | $30,000 | not reported in the loaded dataset |
| Retail Wholesale Department Store Defined Contribution Pension Plan | Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan | 2023 | $16,521 | not reported in the loaded dataset |
| Joint Board Of Trustees Roofers Union Local 30 | Roofers Union Local 30 Combined Health And Welfare Fund | 2023 | $8,250 | not reported in the loaded dataset |
| I.B.E.W 269 Supplemental Fund Supplemental Fund | Ibew Local Union 269 Welfare And Supplemental Fund | 2023 | $5,096 | not reported in the loaded dataset |
| Retail Wholesale Dept Store Union Local 1034 Health And Welfare Plan | Retail Wholesale Dept Store Union Local 1034 Health And Welfare | 2023 | $2,161 | not reported in the loaded dataset |
Related Form 5500 pages
- Plumbers And Pipefitters Local 520 Pension Plan (plan 001)
- Plumbers And Pipefitters Local 520 Pension Plan — all reported plans
- 143 Ibew Benefit Funds - Pension Fund (plan 001)
- Ibew 143 Benefit Funds - Pension Fund — all reported plans
- Ibew Local No. 229 Pension Fund (plan 001)
- Ibew Local No. 229 Pension Fund — all reported plans
- Susquehanna Laborers Combined Pension Fund (plan 001)
- Trustees Of Susquehanna Laborers Combined Pension Fund — all reported plans
- Roofers Union Local 30 Combined Annuity Fund (plan 001)
- Joint Board Of Trustees Roofers Union Local 30 — all reported plans
- 143 Ibew Benefit Funds Health & Welfare Fund (plan 501)
- Ibew Local Union 269 Annuity Fund (plan 002)
- Ibew Local Union 269 Annuity Fund — all reported plans
- Ibew Local 269 Pension Plan (plan 001)
- Ibew Local 269 Pension Fund — all reported plans
- Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan (plan 005)
- Retail Wholesale Department Store Defined Contribution Pension Plan — all reported plans
- Roofers Union Local 30 Combined Health And Welfare Fund (plan 501)
- Joint Board Of Trustees Roofers Union Local 30 — all reported plans
- Ibew Local Union 269 Welfare And Supplemental Fund (plan 501)
- I.B.E.W 269 Supplemental Fund Supplemental Fund — all reported plans
- Retail Wholesale Dept Store Union Local 1034 Health And Welfare (plan 501)
- Retail Wholesale Dept Store Union Local 1034 Health And Welfare Plan — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources