Raymond James Financial Services — 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 Financial Services is reported as a service provider on 214 loaded Form 5500 filing(s) across 205 plan sponsor(s) and 211 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $5,002,340 and reported indirect compensation totals $2,168,753.
Reported compensation summary
- Reported direct compensation
- $5,002,340
- Reported indirect compensation
- $2,168,753
- Total reported compensation
- $7,171,093
- Filings
- 214
- Plan sponsors
- 205
- Plans
- 211
- 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 |
|---|---|---|---|
| Fast Lp | CO | 1 | $437,316 |
| I3 Verticals Management Services,Inc. | TN | 1 | $144,280 |
| The Walton Electric Membership Corporation | GA | 1 | $119,064 |
| Johnson Health Tech North America, Inc. | WI | 1 | $114,651 |
| Bsc Acquistion Sub, LLC | VA | 1 | $113,185 |
| Regional West Health Services | NE | 1 | $109,471 |
| Klockner Pentaplast Of America, Inc | VA | 1 | $107,252 |
| Mac Haik Management LLC | TX | 1 | $105,835 |
| Ever.Ag, LLC | TX | 1 | $94,881 |
| The S/L/A/M Collaborative, Inc. | CT | 1 | $88,353 |
State footprint
Plans reporting Raymond James Financial Services are sponsored in CA (23), OH (17), TX (15), FL (13), NY (12), GA (12), TN (11), MI (10), IL (8), UT (7), KY (6), MO (5).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Fast Lp | Fast Enterprises, LLC Profit Sharing 401k Plan | 2023 | $0 | $437,316 |
| I3 Verticals Management Services,Inc. | I3 Verticals Management Services, Inc. 401(K) Plan | 2023 | $144,280 | not reported in the loaded dataset |
| The Walton Electric Membership Corporation | The Walton Electric Membership Corporation 401 K Plan | 2023 | $119,064 | not reported in the loaded dataset |
| Johnson Health Tech North America, Inc. | Jht 401(K) Plan | 2023 | $0 | $114,651 |
| Bsc Acquistion Sub, LLC | Bsc Acquisition Sub, LLC 401(K) Savings Plan | 2023 | $113,185 | not reported in the loaded dataset |
| Regional West Health Services | Regional West Health Services Retirement Savings Plan | 2023 | $0 | $109,471 |
| Klockner Pentaplast Of America, Inc | Klockner-Pentaplast Of America, Inc. Employees' Retirement Plan | 2023 | $107,252 | not reported in the loaded dataset |
| Mac Haik Management LLC | Mac Haik Employees' Retirement Plan | 2023 | $0 | $105,835 |
| Ever.Ag, LLC | Ever.Ag 401(K) Plan | 2023 | $94,881 | not reported in the loaded dataset |
| The S/L/A/M Collaborative, Inc. | The S/L/A/M Collaborative, Inc. Investment Savings And Profit Sharing Plan | 2023 | $0 | $88,353 |
| Wasserman Media Group, LLC | Wasserman Media Group 401(K) Plan | 2023 | $86,643 | not reported in the loaded dataset |
| Arrow Exterminators, Inc. | Arrow Exterminators, Inc. 401(K) Plan | 2023 | $0 | $84,137 |
| Lumanity Inc. | Lumanity Inc. 401(K) Plan | 2023 | $83,657 | not reported in the loaded dataset |
| Togetherwork Operations, LLC | Togetherwork 401(K) Plan | 2023 | $0 | $82,547 |
| Young Chevrolet Company | Young Automotive Group 401(K) Profit Sharing Plan | 2023 | $82,038 | not reported in the loaded dataset |
| Keystone Engineering Inc. | Keystone Engineering Inc. 401(K) Profit Sharing Plan | 2023 | $78,890 | not reported in the loaded dataset |
| Idera, Inc. | Idera 401(K) Savings Plan | 2023 | $74,194 | not reported in the loaded dataset |
| Adams Bank & Trust | Adams Bank & Trust 401(K) Plan | 2023 | $71,151 | not reported in the loaded dataset |
| Msk Group, Pc Dba Orthosouth | Orthosouth 401(K) Profit Sharing Plan | 2023 | $69,479 | not reported in the loaded dataset |
| Ats Esop Holdings, Inc. | Ats 401(K) Plan | 2023 | $68,108 | $12 |
| Smi Management, LLC | Smi Management, LLC 401(K) Plan And Trust | 2023 | $63,580 | not reported in the loaded dataset |
| Community Hospital Of Anaconda | Community Hospital Of Anaconda 401(K) Profit Sharing Plan | 2023 | $63,327 | not reported in the loaded dataset |
| Offshore Energy Services, LLC | Offshore Energy Services 401(K) Profit Sharing Plan | 2023 | $62,101 | $0 |
| Mch Professional Care | Mch Professional Care 401(K) Trust | 2023 | $61,860 | not reported in the loaded dataset |
| Tanana Chiefs Conference | Profit Sharing Plan For Employees Of Tanana Chiefs Conference | 2023 | $0 | $61,052 |
| Southeast Foods LLC | Southeast Foods LLC 401(K) Profit Sharing Plan & Trust | 2023 | $60,137 | not reported in the loaded dataset |
| Greenleaf Corporation | Greenleaf Corporation Savings And Retirement Plan | 2023 | $59,327 | not reported in the loaded dataset |
| Hillsdale Community Health Center | Hillsdale Hospital 403(B) Plan | 2023 | $57,386 | $93 |
| Commercial Bank & Trust Company | Commercial Bank And Trust Co. 401k Profit Sharing Plan | 2023 | $0 | $57,121 |
| Pgal, Inc. | Pgal 401(K) Retirement Plan | 2023 | $56,890 | not reported in the loaded dataset |
| Lewis County Primary Care Center, Inc. | Lewis County Primary Care 403(B) Plan | 2023 | $55,381 | $0 |
| The Anderson-Dubose Company | The Anderson-Dubose Company 401(K) Plan | 2023 | $53,827 | not reported in the loaded dataset |
| American Axle & Manufacturing, Inc. | American Axle & Manufacturing, Inc. Salaried Savings Plan | 2023 | $53,186 | not reported in the loaded dataset |
| Chancelight, Inc. | Chancelight Inc 401k Profit Sharing Plan & Trust | 2023 | $0 | $51,453 |
| Barghausen Consulting Engineers, Inc. | Barghausen Consulting Engineers, Inc. 401(K) Profit Sharing Plan & Trust | 2023 | $0 | $51,230 |
| Saber Power Services, LLC | Saber Power Services, LLC 401(K) Profit Sharing Plan | 2023 | $51,167 | not reported in the loaded dataset |
| Saber Power Services, LLC | Saber Power Services, LLC 401(K) Profit Sharing Plan | 2023 | $51,167 | not reported in the loaded dataset |
| Kimbel Mechanical Systems, Inc. | Kimbel Mechanical Systems, Inc. 401(K) Plan | 2023 | $0 | $51,012 |
| Magnetar Capital LLC | Magnetar Capital LLC Profit Sharing And 401(K) Plan | 2023 | $50,000 | $0 |
| Schumacher Homes, Inc. | Schumacher Homes, Inc. 401(K) Plan | 2023 | $50,000 | not reported in the loaded dataset |
| Bank Of Hope | Bank Of Hope 401(K) Retirement Plan | 2023 | $50,000 | not reported in the loaded dataset |
| Standridge Color Corporation | Standridge Color Corporation Profit Sharing Plan & Trust | 2023 | $0 | $49,754 |
| The Bellevue Hospital | The Bellevue Hospital 401(K) Plan The Bellevue Hospital | 2023 | $49,031 | not reported in the loaded dataset |
| The Challenge Printing Co., Inc. | The Challenge Printing Co. 401(K) Profit Sharing Plan | 2023 | $0 | $49,027 |
| Primary Surgical, Inc. | Zb Davis 401(K) Plan | 2023 | $48,347 | not reported in the loaded dataset |
| Southern Orthodontic Partners Management, LLC | Southern Orthodontic Partners 401(K) Plan | 2023 | $0 | $48,031 |
| Peachtree Packaging, Inc. | Peachtree Packaging, Inc 401(K) Plan | 2023 | $46,763 | not reported in the loaded dataset |
| Al. Neyer Corporation | Al. Neyer 401(K) Retirement Savings Plan | 2023 | $46,713 | not reported in the loaded dataset |
| Lee Masonry Products, Inc. | Lee Masonry Products, Inc. 401(K) Plan | 2023 | $46,547 | not reported in the loaded dataset |
| Hill Wiremasters | Hill Wiremasters 401(K) Profit Sharing Plan & Trust | 2023 | $46,318 | not reported in the loaded dataset |
Related Form 5500 pages
- Fast Enterprises, LLC Profit Sharing 401k Plan (plan 001)
- Fast Lp — all reported plans
- I3 Verticals Management Services, Inc. 401(K) Plan (plan 001)
- I3 Verticals Management Services,Inc. — all reported plans
- The Walton Electric Membership Corporation 401 K Plan (plan 001)
- The Walton Electric Membership Corporation — all reported plans
- Jht 401(K) Plan (plan 002)
- Johnson Health Tech North America, Inc. — all reported plans
- Bsc Acquisition Sub, LLC 401(K) Savings Plan (plan 001)
- Bsc Acquistion Sub, LLC — all reported plans
- Regional West Health Services Retirement Savings Plan (plan 002)
- Regional West Health Services — all reported plans
- Klockner-Pentaplast Of America, Inc. Employees' Retirement Plan (plan 003)
- Klockner Pentaplast Of America, Inc — all reported plans
- Mac Haik Employees' Retirement Plan (plan 002)
- Mac Haik Management LLC — all reported plans
- Ever.Ag 401(K) Plan (plan 001)
- Ever.Ag, LLC — all reported plans
- The S/L/A/M Collaborative, Inc. Investment Savings And Profit Sharing Plan (plan 001)
- The S/L/A/M Collaborative, Inc. — all reported plans
- Wasserman Media Group 401(K) Plan (plan 001)
- Wasserman Media Group, LLC — all reported plans
- Arrow Exterminators, Inc. 401(K) Plan (plan 001)
- Arrow Exterminators, Inc. — all reported plans
- Lumanity Inc. 401(K) Plan (plan 002)
- Lumanity Inc. — all reported plans
- Togetherwork 401(K) Plan (plan 001)
- Togetherwork Operations, LLC — all reported plans
- Young Automotive Group 401(K) Profit Sharing Plan (plan 003)
- Young Chevrolet Company — all reported plans
- Keystone Engineering Inc. 401(K) Profit Sharing Plan (plan 001)
- Keystone Engineering Inc. — all reported plans
- Idera 401(K) Savings Plan (plan 001)
- Idera, Inc. — all reported plans
- Adams Bank & Trust 401(K) Plan (plan 002)
- Adams Bank & Trust — all reported plans
- Orthosouth 401(K) Profit Sharing Plan (plan 001)
- Msk Group, Pc Dba Orthosouth — all reported plans
- Ats 401(K) Plan (plan 001)
- Ats Esop Holdings, Inc. — all reported plans
- Smi Management, LLC 401(K) Plan And Trust (plan 002)
- Smi Management, LLC — all reported plans
- Community Hospital Of Anaconda 401(K) Profit Sharing Plan (plan 002)
- Community Hospital Of Anaconda — all reported plans
- Offshore Energy Services 401(K) Profit Sharing Plan (plan 002)
- Offshore Energy Services, LLC — all reported plans
- Mch Professional Care 401(K) Trust (plan 001)
- Mch Professional Care — all reported plans
- Profit Sharing Plan For Employees Of Tanana Chiefs Conference (plan 001)
- Tanana Chiefs Conference — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources