Planned Retirement Consultants — 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, Planned Retirement Consultants is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $58,237 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $58,237
- Reported indirect compensation
- $0
- Total reported compensation
- $58,237
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Athena Health Care Associates, Inc. | CT | 1 | $56,887 |
| Dexia Holdings, Inc. | NY | 1 | $1,350 |
| Omni Ophthalmic Management Consultants LLC | NJ | 1 | $0 |
State footprint
Plans reporting Planned Retirement Consultants are sponsored in CT (1), NJ (1), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Athena Health Care Associates, Inc. | Athena Health Care Associates, Inc. 401k Plan | 2023 | $56,887 | not reported in the loaded dataset |
| Dexia Holdings, Inc. | Dexia Credit Local, New York Branch 401(K) Plan | 2023 | $1,350 | $0 |
| Omni Ophthalmic Management Consultants LLC | Omni Ophthalmic Management Consultants 401(K) Profit Sharing Plan | 2023 | not reported in the loaded dataset | not reported in the loaded dataset |
Related Form 5500 pages
- Athena Health Care Associates, Inc. 401k Plan (plan 334)
- Athena Health Care Associates, Inc. — all reported plans
- Dexia Credit Local, New York Branch 401(K) Plan (plan 002)
- Dexia Holdings, Inc. — all reported plans
- Omni Ophthalmic Management Consultants 401(K) Profit Sharing Plan (plan 001)
- Omni Ophthalmic Management Consultants LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources