Smith Graham & Co. Inv Advisors — 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 & Co. Inv Advisors 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 $62,460 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $62,460
- Reported indirect compensation
- $0
- Total reported compensation
- $62,460
- Filings
- 2
- Plan sponsors
- 2
- Plans
- 2
- 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 |
|---|---|---|---|
| Board Of Trustees Ibew Local Union No. 99 Retirement Plan | CT | 1 | $31,272 |
| Board Of Trustees-Pension Fund Local 96-Ibew | CT | 1 | $31,188 |
State footprint
Plans reporting Smith Graham & Co. Inv Advisors are sponsored in CT (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Ibew Local Union No. 99 Retirement Plan | International Brotherhood Of Electrical Workers Local Union No. 99 Retirement Plan | 2023 | $31,272 | $0 |
| Board Of Trustees-Pension Fund Local 96-Ibew | Pension Fund Local 96-Ibew | 2023 | $31,188 | $0 |
Related Form 5500 pages
- International Brotherhood Of Electrical Workers Local Union No. 99 Retirement Plan (plan 001)
- Board Of Trustees Ibew Local Union No. 99 Retirement Plan — all reported plans
- Pension Fund Local 96-Ibew (plan 001)
- Board Of Trustees-Pension Fund Local 96-Ibew — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources