Retirement Strategies, 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, Retirement Strategies, Inc is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,165 and reported indirect compensation totals $1,487.
Reported compensation summary
- Reported direct compensation
- $2,165
- Reported indirect compensation
- $1,487
- Total reported compensation
- $3,652
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Rubicon Global Holdings, LLC | GA | 1 | $2,165 |
| Bbdo Puerto Rico, Inc. | PR | 1 | $1,010 |
| Puerto Rico Manufacturers Assciation | PR | 1 | $477 |
State footprint
Plans reporting Retirement Strategies, Inc are sponsored in PR (2), GA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Rubicon Global Holdings, LLC | Rubicon Global Holdings, LLC 401(K) Plan | 2023 | $2,165 | $0 |
| Bbdo Puerto Rico, Inc. | Bbdo Puerto Rico, Inc Pension Plan | 2023 | $0 | $1,010 |
| Puerto Rico Manufacturers Assciation | Puerto Rico Manufacturers Association Retirement Plan | 2023 | $0 | $477 |
Related Form 5500 pages
- Rubicon Global Holdings, LLC 401(K) Plan (plan 001)
- Rubicon Global Holdings, LLC — all reported plans
- Bbdo Puerto Rico, Inc Pension Plan (plan 001)
- Bbdo Puerto Rico, Inc. — all reported plans
- Puerto Rico Manufacturers Association Retirement Plan (plan 002)
- Puerto Rico Manufacturers Assciation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources