Ssi Investment Management 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, Ssi Investment Management LLC is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $599,306 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$599,306
Reported indirect compensation
$0
Total reported compensation
$599,306
Filings
3
Plan sponsors
3
Plans
3
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 Ssi Investment Management LLC
SponsorStatePlansReported compensation
Hawaii Electricians Annuity PlanHI1$447,962
Board Of Trustees, Hawaii Operating EngineersCA1$114,896
The Bobrick CorporationCA1$36,448

State footprint

Plans reporting Ssi Investment Management LLC are sponsored in CA (2), HI (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Hawaii Electricians Annuity PlanHawaii Electricians Annuity Plan2023$447,962$0
Board Of Trustees, Hawaii Operating EngineersHawaii Annuity Trust Fund For Operating Engineers2023$114,896not reported in the loaded dataset
The Bobrick CorporationThe Bobrick Corporation Profit Sharing Retirement Plan2023$36,448not reported in the loaded dataset

Related Form 5500 pages