What does Form 5500 Schedule C report about Sbhu/Morgan Stanley Smith Barney Ll?

Public Form 5500 Schedule C filings report compensation paid to Sbhu/Morgan Stanley Smith Barney Ll as a plan service provider. Across loaded filings, total reported compensation is $86,135.

How many plans report Sbhu/Morgan Stanley Smith Barney Ll as a service provider?

Sbhu/Morgan Stanley Smith Barney Ll appears on 2 loaded plan(s) across 2 sponsor(s).

Sbhu/Morgan Stanley Smith Barney Ll — 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, Sbhu/Morgan Stanley Smith Barney Ll is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $0 and reported indirect compensation totals $86,135.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$86.1KDirect + indirect, across loaded filings$86,135

Plans served2

Plan sponsors2

Filings2

Direct vs. indirect compensation

Direct compensation$0

Indirect compensation$86.1K

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 compensation72%Lee Kennedy Co, Inc.

Top state share of plans50%GA

Plan sponsors served2

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Sbhu/Morgan Stanley Smith Barney Ll. Bars show relative scale.

1
Lee Kennedy Co, Inc.$62.1K
MA · 1 plan(s)
2
Royal Food Service Company, Inc.$24.1K
GA · 1 plan(s)

Geographic reach

State footprint

Where Sbhu/Morgan Stanley Smith Barney Ll 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
GA1 plan(s)
2
MA1 plan(s)

Geographic reach

City footprint

Cities where plans reporting Sbhu/Morgan Stanley Smith Barney Ll are sponsored, by plan count.

1
Atlanta, GA1 plan(s)
2
Quincy, MA1 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
Lee Kennedy Co., Inc. 401(K) And Profit Sharing Plan$62.1K
Lee Kennedy Co, Inc., MA · Direct $0 · Indirect $62.1K · 2023
2
Royal Food Service Company, Inc. 401(K) Plan$24.1K
Royal Food Service Company, Inc., GA · Direct $0 · Indirect $24.1K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Sbhu/Morgan Stanley Smith Barney Ll?: Public Form 5500 Schedule C filings report compensation paid to Sbhu/Morgan Stanley Smith Barney Ll as a plan service provider. Across loaded filings, total reported compensation is $86,135.
How many plans report Sbhu/Morgan Stanley Smith Barney Ll as a service provider?: Sbhu/Morgan Stanley Smith Barney Ll appears on 2 loaded plan(s) across 2 sponsor(s).