Purshe Kaplan Sterling Inv — 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, Purshe Kaplan Sterling Inv is reported as a service provider on 10 loaded Form 5500 filing(s) across 10 plan sponsor(s) and 10 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $64,034 and reported indirect compensation totals $182,448.
Reported compensation summary
- Reported direct compensation
- $64,034
- Reported indirect compensation
- $182,448
- Total reported compensation
- $246,482
- Filings
- 10
- Plan sponsors
- 10
- Plans
- 10
- 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 |
|---|---|---|---|
| Aechelon Technology, Inc. | CA | 1 | $68,414 |
| Watauga Orthopaedics, Plc | TN | 1 | $55,911 |
| Glacier Point Enterprise, Inc. | NJ | 1 | $51,390 |
| Simco Logistics, LLC | NJ | 1 | $18,476 |
| Creative Asset Management, Inc. | GA | 1 | $17,888 |
| Hoshino (Usa), Inc. | PA | 1 | $16,591 |
| Blackburn, Childers & Steagall, Plc | TN | 1 | $8,123 |
| Palecek | CA | 1 | $5,526 |
| The Farbman Group | MI | 1 | $4,163 |
| Fruit Center, Inc. | MA | 1 | $0 |
State footprint
Plans reporting Purshe Kaplan Sterling Inv are sponsored in NJ (2), CA (2), TN (2), PA (1), MI (1), GA (1), MA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Aechelon Technology, Inc. | Aechelon Technology 401(K) Plan | 2023 | $0 | $68,414 |
| Watauga Orthopaedics, Plc | Watauga Orthopaedics, Plc 401(K) Profit Sharing Plan | 2023 | $55,911 | not reported in the loaded dataset |
| Glacier Point Enterprise, Inc. | Glacier Point Enterprises, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $51,390 |
| Simco Logistics, LLC | Simco Logistics, LLC Union Employees' 401(K) Plan | 2023 | $0 | $18,476 |
| Creative Asset Management, Inc. | Creative Asset Management, Inc. Retirement Plan | 2023 | $0 | $17,888 |
| Hoshino (Usa), Inc. | Hoshino (Usa), Inc. Retirement Plan | 2023 | $0 | $16,591 |
| Blackburn, Childers & Steagall, Plc | Blackburn, Childers & Steagall 401k Profit Sharing Plan | 2023 | $8,123 | not reported in the loaded dataset |
| Palecek | Palecek Profit Sharing And 401(K) Plan | 2023 | $0 | $5,526 |
| The Farbman Group | The Farbman Group 401(K) Plan | 2023 | $0 | $4,163 |
| Fruit Center, Inc. | Fruit Center, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Aechelon Technology 401(K) Plan (plan 001)
- Aechelon Technology, Inc. — all reported plans
- Watauga Orthopaedics, Plc 401(K) Profit Sharing Plan (plan 002)
- Watauga Orthopaedics, Plc — all reported plans
- Glacier Point Enterprises, Inc. 401(K) Profit Sharing Plan (plan 003)
- Glacier Point Enterprise, Inc. — all reported plans
- Simco Logistics, LLC Union Employees' 401(K) Plan (plan 001)
- Simco Logistics, LLC — all reported plans
- Creative Asset Management, Inc. Retirement Plan (plan 001)
- Creative Asset Management, Inc. — all reported plans
- Hoshino (Usa), Inc. Retirement Plan (plan 001)
- Hoshino (Usa), Inc. — all reported plans
- Blackburn, Childers & Steagall 401k Profit Sharing Plan (plan 001)
- Blackburn, Childers & Steagall, Plc — all reported plans
- Palecek Profit Sharing And 401(K) Plan (plan 003)
- Palecek — all reported plans
- The Farbman Group 401(K) Plan (plan 001)
- The Farbman Group — all reported plans
- Fruit Center, Inc. 401(K) Profit Sharing Plan (plan 001)
- Fruit Center, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources