Portfolio Management Technology — 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, Portfolio Management Technology is reported as a service provider on 4 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $225,406 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $225,406
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $225,406
- Filings
- 4
- Plan sponsors
- 3
- Plans
- 4
- 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 |
|---|---|---|---|
| Johnson And Johnson | NJ | 2 | $99,406 |
| Rtx Corporation | CT | 1 | $86,000 |
| Reynolds American Inc. | NC | 1 | $40,000 |
State footprint
Plans reporting Portfolio Management Technology are sponsored in NJ (2), CT (1), NC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Rtx Corporation | Rtx Savings Plan Master Trust | 2023 | $86,000 | not reported in the loaded dataset |
| Johnson And Johnson | Johnson And Johnson Pension And Savings Plan Master Trust | 2023 | $50,625 | not reported in the loaded dataset |
| Johnson And Johnson | Johnson And Johnson Savings Plan Trust | 2023 | $48,781 | not reported in the loaded dataset |
| Reynolds American Inc. | Reynolds American Defined Benefit Master Trust | 2023 | $40,000 | not reported in the loaded dataset |
Related Form 5500 pages
- Rtx Savings Plan Master Trust (plan 001)
- Rtx Corporation — all reported plans
- Johnson And Johnson Pension And Savings Plan Master Trust (plan 015)
- Johnson And Johnson — all reported plans
- Johnson And Johnson Savings Plan Trust (plan 019)
- Reynolds American Defined Benefit Master Trust (plan 011)
- Reynolds American Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources