Strategic Capital Invest. 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, Strategic Capital Invest. Advisors is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $155,159 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$155.2KDirect + indirect, across loaded filings$155,159
Plans served7
Plan sponsors7
Filings7
Direct vs. indirect compensation
Direct compensation$155.2K
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 compensation19%Automobile Mechanics' Local No. 701 Union And Industry Welfare
Top state share of plans43%IL
Plan sponsors served7
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Strategic Capital Invest. Advisors. Bars show relative scale.

  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
  7. 7
Geographic reach

State footprint

Where Strategic Capital Invest. Advisors 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
    IL3 plan(s)
  2. 2
    CA1 plan(s)
  3. 3
    MI1 plan(s)
  4. 4
    OH1 plan(s)
  5. 5
    WI1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Strategic Capital Invest. Advisors are sponsored, by plan count.

  1. 1
  2. 2
    Pasadena, CA1 plan(s)
  3. 3
  4. 4
    Troy, MI1 plan(s)
  5. 5
    Toledo, OH1 plan(s)
  6. 6
    Milwaukee, WI1 plan(s)
By reported compensation

Plans reporting this provider

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

  1. 1
    Automobile Mechanics' Local No. 701 Union And Industry Welfare, IL · Direct $29K · 2023
  2. 2
    Trustees Of Int'L Assn Of Heat And Frost Insulators Loc 17 Welfare Fd, IL · Direct $28.5K · 2023
  3. 3
    Board Of Trustees - Teamsters Oh Contractors Assn Health & Welfare, OH · Direct $24.7K · 2023
  4. 4
    Bd Of Trustees Automobile Mechanics Local No 701 Defined Contribution, IL · Direct $22.5K · 2023
  5. 5
    Joint Board Of Trustees Plumbers, MI · Direct $17.4K · 2023
  6. 6
    Board Of Trustees Of Plumbers Local 75 Health Fund, WI · Direct $17K · 2023
  7. 7
    Joint Board Of Trustees, Shopmen'S Ironworkers Health Trust Fund, CA · Direct $16.1K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Strategic Capital Invest. Advisors?
Public Form 5500 Schedule C filings report compensation paid to Strategic Capital Invest. Advisors as a plan service provider. Across loaded filings, total reported compensation is $155,159.
How many plans report Strategic Capital Invest. Advisors as a service provider?
Strategic Capital Invest. Advisors appears on 7 loaded plan(s) across 7 sponsor(s).

Related Form 5500 pages