Smith, Graham & C, Investment Advi — 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, Smith, Graham & C, Investment Advi is reported as a service provider on 1 loaded Form 5500 filing(s) across 1 plan sponsor(s) and 1 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $12,830 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$12.8KDirect + indirect, across loaded filings$12,830
Plans served1
Plan sponsors1
Filings1
Direct vs. indirect compensation
Direct compensation$12.8K
Indirect compensationNot reported

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 compensation100%Employer Local 375 Pension Plan C/O Beacon Administrators & Consultant
Top state share of plans100%NJ
Plan sponsors served1
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Smith, Graham & C, Investment Advi. Bars show relative scale.

  1. 1
Geographic reach

State footprint

Where Smith, Graham & C, Investment Advi 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
    NJ1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Smith, Graham & C, Investment Advi are sponsored, by plan count.

  1. 1
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Employer Local 375 Pension Plan C/O Beacon Administrators & Consultant, NJ · Direct $12.8K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Smith, Graham & C, Investment Advi?
Public Form 5500 Schedule C filings report compensation paid to Smith, Graham & C, Investment Advi as a plan service provider. Across loaded filings, total reported compensation is $12,830.
How many plans report Smith, Graham & C, Investment Advi as a service provider?
Smith, Graham & C, Investment Advi appears on 1 loaded plan(s) across 1 sponsor(s).

Related Form 5500 pages