Rothschild Investment Corporation — 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, Rothschild Investment Corporation is reported as a service provider on 11 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 11 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $285,064 and reported indirect compensation totals $24,570.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$309.6KDirect + indirect, across loaded filings$309,634
Plans served11
Plan sponsors11
Filings11
Direct vs. indirect compensation
Direct compensation$285.1K
Indirect compensation$24.6K

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 compensation20%Weaver Consultants Group, LLC
Top state share of plans64%IL
Plan sponsors served11
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Rothschild Investment Corporation. Bars show relative scale.

  1. 1
    IL · 1 plan(s)
  2. 2
    IL · 1 plan(s)
  3. 3
    IL · 1 plan(s)
  4. 4
  5. 5
    Ucan$26.2K
    IL · 1 plan(s)
  6. 6
    WI · 1 plan(s)
  7. 7
  8. 8
    IL · 1 plan(s)
  9. 9
    NJ · 1 plan(s)
  10. 10
    FL · 1 plan(s)
Geographic reach

State footprint

Where Rothschild Investment Corporation 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
    IL7 plan(s)
  2. 2
    FL1 plan(s)
  3. 3
    NJ1 plan(s)
  4. 4
    TN1 plan(s)
  5. 5
    WI1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Rothschild Investment Corporation are sponsored, by plan count.

  1. 1
    Chicago, IL6 plan(s)
  2. 2
  3. 3
  4. 4
    Englewood, NJ1 plan(s)
  5. 5
  6. 6
    Kenosha, WI1 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
    Weaver Consultants Group, LLC, IL · Direct $63.4K · 2023
  2. 2
    Hinshaw & Culbertson Llp, IL · Direct $43K · 2023
  3. 3
    Alfred Benesch & Company, IL · Direct $31.8K · Indirect $0 · 2023
  4. 4
    Aphena Pharma Solutions Holdings, TN · Direct $28K · Indirect $0 · 2023
  5. 5
    Ucan, IL · Direct $26.2K · 2023
  6. 6
    Catalyst Exhibits, Inc., WI · Direct $0 · Indirect $24.6K · 2023
  7. 7
    Employment & Employer Services, Inc., IL · Direct $22.4K · 2023
  8. 8
    The Federated Group, Inc., IL · Direct $21K · 2023
  9. 9
    Mac Property Management, LLC, NJ · Direct $20.2K · 2023
  10. 10
    Nhp Innovations, LLC, FL · Direct $16.6K · 2023
  11. 11
    Legal Aid Chicago, IL · Direct $12.5K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Rothschild Investment Corporation?
Public Form 5500 Schedule C filings report compensation paid to Rothschild Investment Corporation as a plan service provider. Across loaded filings, total reported compensation is $309,634.
How many plans report Rothschild Investment Corporation as a service provider?
Rothschild Investment Corporation appears on 11 loaded plan(s) across 11 sponsor(s).

Related Form 5500 pages