Ramond James & Assoc Inc — 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, Ramond James & Assoc Inc is reported as a service provider on 3 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $116,091 and reported indirect compensation totals $42.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$116.1KDirect + indirect, across loaded filings$116,133
Plans served3
Plan sponsors2
Filings3
Direct vs. indirect compensation
Direct compensation$116.1K
Indirect compensation$42

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation70%Inteva Products, LLC
Top state share of plans67%MI
Plan sponsors served2
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Ramond James & Assoc Inc. Bars show relative scale.

  1. 1
    MI · 2 plan(s)
  2. 2
Geographic reach

State footprint

Where Ramond James & Assoc Inc appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    MI2 plan(s)
  2. 2
    CO1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Ramond James & Assoc Inc are sponsored, by plan count.

  1. 1
    Troy, MI2 plan(s)
  2. 2
    Denver, CO1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Inteva Products, LLC, MI · Direct $73.5K · Indirect $37 · 2023
  2. 2
    Friday Health Plans Management Services Company, Inc., CO · Direct $35K · 2023
  3. 3
    Inteva Products, LLC, MI · Direct $7.7K · Indirect $5 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Ramond James & Assoc Inc?
Public Form 5500 Schedule C filings report compensation paid to Ramond James & Assoc Inc as a plan service provider. Across loaded filings, total reported compensation is $116,133.
How many plans report Ramond James & Assoc Inc as a service provider?
Ramond James & Assoc Inc appears on 3 loaded plan(s) across 2 sponsor(s).

Related Form 5500 pages