Signature Estate & Investment — 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, Signature Estate & Investment is reported as a service provider on 15 loaded Form 5500 filing(s) across 14 plan sponsor(s) and 15 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $233,923 and reported indirect compensation totals $48,044.

Reported compensation summary

Reported direct compensation
$233,923
Reported indirect compensation
$48,044
Total reported compensation
$281,967
Filings
15
Plan sponsors
14
Plans
15
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

Plan sponsors reporting the most compensation to Signature Estate & Investment
SponsorStatePlansReported compensation
Southern California Permanente Medical GroupCA1$140,153
Mayvin, Inc.VA1$30,493
Caci International, Inc.VA1$17,964
Katten Muchin Rosenman LlpIL1$17,551
Pachulski Stang Ziehl & Jones LlpCA1$14,413
Simpson Gumpertz & Heger Inc.MA1$10,393
Latham & Watkins LlpCA1$8,531
The Charles Schwab CorporationTX1$7,773
Gibson, Dunn & Crutcher LlpCA1$7,664
The Mathworks, Inc.MA1$7,152

State footprint

Plans reporting Signature Estate & Investment are sponsored in CA (5), PA (2), MA (2), VA (2), IA (1), TX (1), IL (1), WV (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Southern California Permanente Medical GroupScpmg Keogh Plan2023$140,153not reported in the loaded dataset
Mayvin, Inc.Mayvin, Inc. 401(K) Plan2023$0$30,493
Caci International, Inc.The Caci Smart Plan2023$17,964not reported in the loaded dataset
Katten Muchin Rosenman LlpKatten Muchin Rosenman Llp Defined Contribution Plan2023$0$17,551
Pachulski Stang Ziehl & Jones LlpPachulski, Stang, Ziehl, & Jones Llp Profit Sharing Plan2023$14,413$0
Simpson Gumpertz & Heger Inc.Sgh Profit Sharing & 401(K) Plan And Trust2023$10,393not reported in the loaded dataset
Latham & Watkins LlpLatham & Watkins 401(K) Savings And Profit Sharing Plan2023$8,531not reported in the loaded dataset
The Charles Schwab CorporationSchwabplan Retirement Savings And Investment Plan2023$7,773not reported in the loaded dataset
Gibson, Dunn & Crutcher LlpGibson, Dunn & Crutcher Llp Retirement Plan2023$7,664not reported in the loaded dataset
The Mathworks, Inc.The Mathworks 401(K) Retirement Plan2023$7,152not reported in the loaded dataset
Transamerica CorporationTransamerica 401(K) Retirement Savings Plan2023$6,233not reported in the loaded dataset
Orrick, Herrington & Sutcliffe LlpOrrick, Herrington & Sutcliffe Llp Retirement Plan2023$5,065not reported in the loaded dataset
Penn State HealthPenn State Health 401(K) Savings Plan2023$3,674not reported in the loaded dataset
Orange County Urology Associates, Inc. A Medical GroupOrange County Urology Associates 401(K) Profit Sharing Plan2023$3,414$0
Penn State HealthPenn State Health Tax Sheltered Annuity Program2023$1,494not reported in the loaded dataset

Related Form 5500 pages