Raymond James & Associates — 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, Raymond James & Associates is reported as a service provider on 106 loaded Form 5500 filing(s) across 102 plan sponsor(s) and 104 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $4,795,034 and reported indirect compensation totals $307,393.
Reported compensation summary
- Reported direct compensation
- $4,795,034
- Reported indirect compensation
- $307,393
- Total reported compensation
- $5,102,427
- Filings
- 106
- Plan sponsors
- 102
- Plans
- 104
- 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 |
|---|---|---|---|
| Board Of Trustees - Southern Electrical Retirement Fund | TN | 1 | $564,063 |
| Hawaii Carpenters Financial Security Fund | HI | 1 | $433,108 |
| Board Of Trustees Of Masons Pension Trust Fund | HI | 1 | $293,188 |
| Hawaii Electricians Annuity Plan | HI | 1 | $254,102 |
| Hawaii Carpenters | HI | 1 | $202,831 |
| Hawaii Electricians Pension Plan | HI | 1 | $168,528 |
| Board Of Trustees Of Hawaii Iron Workers Pension Trust Fund | HI | 1 | $153,953 |
| Novolex Holdings, LLC | SC | 1 | $148,814 |
| Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust Fund | HI | 1 | $125,515 |
| Calvin University | MI | 1 | $103,565 |
State footprint
Plans reporting Raymond James & Associates are sponsored in HI (20), TN (8), TX (6), NY (5), VA (5), GA (4), FL (4), CA (4), IL (4), NJ (4), UT (4), MD (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees - Southern Electrical Retirement Fund | Southern Electrical Retirement Fund | 2023 | $564,063 | not reported in the loaded dataset |
| Hawaii Carpenters Financial Security Fund | Hawaii Carpenters Financial Security Fund | 2023 | $433,108 | not reported in the loaded dataset |
| Board Of Trustees Of Masons Pension Trust Fund | Masons Pension Plan | 2023 | $293,188 | not reported in the loaded dataset |
| Hawaii Electricians Annuity Plan | Hawaii Electricians Annuity Plan | 2023 | $254,102 | not reported in the loaded dataset |
| Hawaii Electricians Pension Plan | Hawaii Electricians Pension Plan | 2023 | $168,528 | not reported in the loaded dataset |
| Board Of Trustees Of Hawaii Iron Workers Pension Trust Fund | Hawaii Iron Workers' Pension Plan | 2023 | $153,953 | not reported in the loaded dataset |
| Novolex Holdings, LLC | Novolex Holdings, LLC 401(K) Plan | 2023 | $148,814 | not reported in the loaded dataset |
| Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust Fund | Hawaii Masons And Plasterers Annuity Plan | 2023 | $125,515 | not reported in the loaded dataset |
| Hawaii Carpenters | Hawaii Carpenters New Retiree Medical Plan | 2023 | $113,358 | not reported in the loaded dataset |
| Calvin University | Calvin University 403(B) Retirement Plan | 2023 | $103,565 | not reported in the loaded dataset |
| Hawaii Carpenters | Hawaii Carpenters New Retiree Medical Plan | 2023 | $89,473 | not reported in the loaded dataset |
| Chattanooga Shooting Supplies, Inc. | Chattanooga Shooting Supplies, Inc. Profit Sharing Plan | 2023 | $86,329 | not reported in the loaded dataset |
| Carpenters & Millwrights Of Houston & Vicinity Pension Fund | Carpenters & Millwrights Of Houston Vicinity Pension Fund | 2023 | $75,000 | not reported in the loaded dataset |
| Carroll Hospital Center, Inc. | Carroll Hospital Center, Inc. Retirement Income Plan | 2023 | $68,673 | not reported in the loaded dataset |
| Radius Global Marketing Research LLC | Radius Global Marketing Research LLC 401(K) | 2023 | $66,014 | not reported in the loaded dataset |
| Board Of Trustees - Operating Engineers Local No. 147 Annuity | Operating Engineers Local No. 147 Annuity Fund | 2023 | $63,671 | not reported in the loaded dataset |
| Duro Hilex Poly, LLC | Duro Hilex Poly, LLC Employees Pension Plan | 2023 | $63,044 | not reported in the loaded dataset |
| Mckay Used Books, Inc. | Mckay Used Books & Cds, Inc. Profit Sharing Plan | 2023 | $62,450 | not reported in the loaded dataset |
| Ross & Sons Utility Contractor, Inc | Ross & Sons Utility Contractor, Inc. 401(K) Profit Sharing Plan | 2023 | $60,695 | not reported in the loaded dataset |
| Sgs North America Inc. | Sgs North America Inc. Pension Plan | 2023 | $59,839 | not reported in the loaded dataset |
| Crane Engineering Sales, Inc. | Crane Engineering Sales, Inc. 401(K) Plan | 2023 | $59,066 | not reported in the loaded dataset |
| The Bosworth Company | The Bosworth Company Employees Thrift Plan | 2023 | $56,005 | not reported in the loaded dataset |
| Reh Services LLC | Reh Services 401(K) Plan | 2023 | $55,750 | not reported in the loaded dataset |
| Hawaii Electricians Health And Welfare Fund | Hawaii Electricians Health And Welfare Plan | 2023 | $55,338 | not reported in the loaded dataset |
| National Rural Electric Cooperative Association | 401(K) Pension Plan | 2023 | $0 | $53,888 |
| Hillel Day School Of Metropolitan Detroit | Hillel Day School Of Metropolitan Detroit Tax Shelter Annuity Plan | 2023 | $0 | $52,248 |
| C.H. Fenstermaker & Associates, L.L.C. | C.H. Fenstermaker & Associates Profit Sharing 401k Plan | 2023 | $0 | $49,847 |
| Snow, Christensen, & Martineau | Snow, Christensen, & Martineau 401(K) Profit Sharing Plan | 2023 | $47,287 | not reported in the loaded dataset |
| Simpeo, LLC | Simpeo 401(K) Plan | 2023 | $47,264 | not reported in the loaded dataset |
| Montefiore Nyack Hospital | Defined Benefit Pension Plan Of Nyack Hospital | 2023 | $46,719 | not reported in the loaded dataset |
| Goldman, Magdalin & Krikes, Llp | Goldman, Magdalin & Krikes, Llp 401(K) Profit Sharing Plan | 2023 | $0 | $44,794 |
| Hypro, Inc. | Hypro, Inc. 401(K) Plan | 2023 | $42,319 | not reported in the loaded dataset |
| Duplantis Design Group, P.C. | Duplantis Design Group, P.C. 401(K) Plan | 2023 | $41,847 | not reported in the loaded dataset |
| Bonita Bay Club, Inc. | Bonita Bay Club 401(K) Plan | 2023 | $40,679 | not reported in the loaded dataset |
| Hawaii Dental Service | Pension Plan For Hawaii Dental Service | 2023 | $38,554 | not reported in the loaded dataset |
| Board Of Trustees Of Catv Industry - Ibew Pension Plan | Catv Industry-Ibew Pension Plan | 2023 | $37,777 | not reported in the loaded dataset |
| Board Of Trustees Of Catv Industry - Ibew Pension Plan | Catv Industry-Ibew Pension Plan | 2023 | $37,777 | not reported in the loaded dataset |
| Board Of Trustees Of Hawaii Iron Workers' Annuity Trust Fund | Hawaii Iron Workers' Annuity Plan | 2023 | $37,750 | not reported in the loaded dataset |
| Atkinsons Market Inc | Atkinsons Market 401(K) & Profit Sharing Plan | 2023 | $36,378 | not reported in the loaded dataset |
| Plains Hospital, Inc. | Clark Fork Valley Hospital 403(B) Plan | 2023 | $36,337 | not reported in the loaded dataset |
| First Urology P.S.C. | First Urology P.S.C. 401k Profit Sharing Plan | 2023 | $36,189 | not reported in the loaded dataset |
| Encore Bank | Encore Bank 401(K) Savings Plan | 2023 | $35,752 | $0 |
| Blake & Pendleton, Inc. | Blake & Pendleton, Inc. 401(K) Profit Sharing Plan | 2023 | $33,011 | not reported in the loaded dataset |
| Townley Engineering And Manufacturing Company, Inc. | Townley Engineering And Manufacturing Company, Inc. 401(K) Plan | 2023 | $33,004 | not reported in the loaded dataset |
| Lighthouse Hr Services, LLC | Lighthouse Hr Services,LLC 401(K) Plan | 2023 | $32,989 | not reported in the loaded dataset |
| Ffkr Architects/Planners Ii | Ffkr Architects/Planners Ii 401(K) Profit Sharing Plan | 2023 | $32,558 | not reported in the loaded dataset |
| Ace Hardware Of Chattanooga, Inc. | Ace Hardware Of Chattanooga 401(K) Profit Sharing Plan | 2023 | $32,287 | not reported in the loaded dataset |
| National Rural Electric Cooperative Association | Retirement Security Plan | 2023 | $0 | $31,567 |
| Central Products, LLC | Central Restaurant Products 401(K) Plan | 2023 | $31,447 | $0 |
| Carter Mario P.C. | Carter Mario P.C. 401(K) Profit Sharing Plan And Trust | 2023 | $27,744 | not reported in the loaded dataset |
Related Form 5500 pages
- Southern Electrical Retirement Fund (plan 001)
- Board Of Trustees - Southern Electrical Retirement Fund — all reported plans
- Hawaii Carpenters Financial Security Fund (plan 003)
- Hawaii Carpenters Financial Security Fund — all reported plans
- Masons Pension Plan (plan 001)
- Board Of Trustees Of Masons Pension Trust Fund — all reported plans
- Hawaii Electricians Annuity Plan (plan 001)
- Hawaii Electricians Annuity Plan — all reported plans
- Hawaii Electricians Pension Plan (plan 002)
- Hawaii Electricians Pension Plan — all reported plans
- Hawaii Iron Workers' Pension Plan (plan 001)
- Board Of Trustees Of Hawaii Iron Workers Pension Trust Fund — all reported plans
- Novolex Holdings, LLC 401(K) Plan (plan 001)
- Novolex Holdings, LLC — all reported plans
- Hawaii Masons And Plasterers Annuity Plan (plan 001)
- Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust Fund — all reported plans
- Hawaii Carpenters New Retiree Medical Plan (plan 502)
- Hawaii Carpenters — all reported plans
- Calvin University 403(B) Retirement Plan (plan 001)
- Calvin University — all reported plans
- Hawaii Carpenters New Retiree Medical Plan (plan 502)
- Chattanooga Shooting Supplies, Inc. Profit Sharing Plan (plan 001)
- Chattanooga Shooting Supplies, Inc. — all reported plans
- Carpenters & Millwrights Of Houston Vicinity Pension Fund (plan 001)
- Carpenters & Millwrights Of Houston & Vicinity Pension Fund — all reported plans
- Carroll Hospital Center, Inc. Retirement Income Plan (plan 001)
- Carroll Hospital Center, Inc. — all reported plans
- Radius Global Marketing Research LLC 401(K) (plan 001)
- Radius Global Marketing Research LLC — all reported plans
- Operating Engineers Local No. 147 Annuity Fund (plan 001)
- Board Of Trustees - Operating Engineers Local No. 147 Annuity — all reported plans
- Duro Hilex Poly, LLC Employees Pension Plan (plan 003)
- Duro Hilex Poly, LLC — all reported plans
- Mckay Used Books & Cds, Inc. Profit Sharing Plan (plan 001)
- Mckay Used Books, Inc. — all reported plans
- Ross & Sons Utility Contractor, Inc. 401(K) Profit Sharing Plan (plan 001)
- Ross & Sons Utility Contractor, Inc — all reported plans
- Sgs North America Inc. Pension Plan (plan 007)
- Sgs North America Inc. — all reported plans
- Crane Engineering Sales, Inc. 401(K) Plan (plan 002)
- Crane Engineering Sales, Inc. — all reported plans
- The Bosworth Company Employees Thrift Plan (plan 002)
- The Bosworth Company — all reported plans
- Reh Services 401(K) Plan (plan 006)
- Reh Services LLC — all reported plans
- Hawaii Electricians Health And Welfare Plan (plan 501)
- Hawaii Electricians Health And Welfare Fund — all reported plans
- 401(K) Pension Plan (plan 444)
- National Rural Electric Cooperative Association — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources