Scharf Investments LLC — 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, Scharf Investments LLC is reported as a service provider on 5 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $491,874 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $491,874
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $491,874
- Filings
- 5
- Plan sponsors
- 3
- Plans
- 4
- 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 |
|---|---|---|---|
| Altria Client Services LLC | VA | 2 | $262,380 |
| Matson, Inc. | CA | 1 | $154,190 |
| Matson, Inc. | CA | 1 | $75,304 |
State footprint
Plans reporting Scharf Investments LLC are sponsored in CA (2), VA (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Altria Client Services LLC | Long-Term Disability Plan For Hourly Employees | 2023 | $131,190 | not reported in the loaded dataset |
| Altria Client Services LLC | Long-Term Disability Plan For Salaried Employees | 2023 | $131,190 | not reported in the loaded dataset |
| Matson, Inc. | Matson Retirement And Pension Trust | 2023 | $78,886 | not reported in the loaded dataset |
| Matson, Inc. | Retirement Plan For Employees Of Matson | 2023 | $75,304 | not reported in the loaded dataset |
| Matson, Inc. | Matson Retirement And Pension Trust | 2023 | $75,304 | not reported in the loaded dataset |
Related Form 5500 pages
- Long-Term Disability Plan For Hourly Employees (plan 527)
- Altria Client Services LLC — all reported plans
- Long-Term Disability Plan For Salaried Employees (plan 509)
- Matson Retirement And Pension Trust (plan 001)
- Matson, Inc. — all reported plans
- Retirement Plan For Employees Of Matson (plan 014)
- Matson, Inc. — all reported plans
- Matson Retirement And Pension Trust (plan 001)
- Form 5500 Schedule C explained
- Methodology
- Data sources