Plan5500

Strategic Capital Investment Adv — 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 Investment Adv is reported as a service provider on 12 loaded Form 5500 filing(s) across 12 plan sponsor(s) and 12 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $828,299 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$828.3KDirect + indirect, across loaded filings$828,299
Plans served12
Plan sponsors12
Filings12
Direct vs. indirect compensation
Direct compensation$828.3K
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 compensation24%Northern Trust Company
Top state share of plans50%IL
Plan sponsors served12
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Strategic Capital Investment Adv. Bars show relative scale.

  1. 1
    Northern Trust Company$201.5K
    PA · 1 plan(s)
  2. 2
    Trustees Of Pipe Fitters Retirement Fund Local 597$174.5K
    IL · 1 plan(s)
  3. 3
    Joint Board Of Trustees Plumbers & Pipefitters Local Unions$117.5K
    MI · 1 plan(s)
  4. 4
    Plumbers Local No. 8 Pension Plan$81K
    MO · 1 plan(s)
  5. 5
    Trustees Of Pipe Fitters Association Local 597$45K
    IL · 1 plan(s)
  6. 6
    Electrical Construction Industry Annuity Plan Board Of Trustees$42.1K
    WI · 1 plan(s)
  7. 7
    Trustees Of Pipe Fitters Welfare Fund$34.5K
    IL · 1 plan(s)
  8. 8
    Shopmens Division Local 597 Joint Board Of Trustees$33.5K
    IL · 1 plan(s)
  9. 9
    Board Of Trustees Roofers Local No. 75 Pension Fund$31.8K
    IN · 1 plan(s)
  10. 10
    Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan$27.5K
    IL · 1 plan(s)
Geographic reach

State footprint

Where Strategic Capital Investment Adv 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
    IL6 plan(s)
  2. 2
    MO2 plan(s)
  3. 3
    IN1 plan(s)
  4. 4
    MI1 plan(s)
  5. 5
    PA1 plan(s)
  6. 6
    WI1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Strategic Capital Investment Adv are sponsored, by plan count.

  1. 1
    Chicago, IL6 plan(s)
  2. 2
    Kansas City, MO2 plan(s)
  3. 3
    Indianapolis, IN1 plan(s)
  4. 4
    Troy, MI1 plan(s)
  5. 5
    Yardley, PA1 plan(s)
  6. 6
    Wauwatosa, 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
    Crown Cork & Seal Company, Inc. Master Retirement$201.5K
    Northern Trust Company, PA · Direct $201.5K · 2023
  2. 2
    Pipe Fitters Retirement Fund, Local 597$174.5K
    Trustees Of Pipe Fitters Retirement Fund Local 597, IL · Direct $174.5K · 2023
  3. 3
    Plumbers & Pipefitters Local Unions 502 & 633 Pens$117.5K
    Joint Board Of Trustees Plumbers & Pipefitters Local Unions, MI · Direct $117.5K · 2023
  4. 4
    Plumbers Local No. 8 Pension Plan$81K
    Plumbers Local No. 8 Pension Plan, MO · Direct $81K · 2023
  5. 5
    Pipe Fitters Association L.U. 597, U.A. 401(K) Pla$45K
    Trustees Of Pipe Fitters Association Local 597, IL · Direct $45K · 2023
  6. 6
    Electrical Construction Industry Annuity Plan$42.1K
    Electrical Construction Industry Annuity Plan Board Of Trustees, WI · Direct $42.1K · 2023
  7. 7
    Pipe Fitters Welfare Fund, Local 597$34.5K
    Trustees Of Pipe Fitters Welfare Fund, IL · Direct $34.5K · 2023
  8. 8
    Plumbing & Heating Wholesalers Retirement Income Plan For The Benefit Of Shopmen'S Division Of Pipe Fitters' Association, Local 597$33.5K
    Shopmens Division Local 597 Joint Board Of Trustees, IL · Direct $33.5K · 2023
  9. 9
    Roofers Local No. 75 Pension Fund$31.8K
    Board Of Trustees Roofers Local No. 75 Pension Fund, IN · Direct $31.8K · 2023
  10. 10
    Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan$27.5K
    Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan, IL · Direct $27.5K · 2023
  11. 11
    United Association Of Plumbers Local No. 8 Health And Welfare Plan$22.1K
    United Association Of Plumbers Local 8 Health & Welfare Fund, MO · Direct $22.1K · 2023
  12. 12
    Plumbers' Retirement Savings Fund, Local 130, U.A.$17.3K
    Board Of Trustees For The Plumber'S Retirement Savings Fund, Local 130, IL · Direct $17.3K · 2023

Related Form 5500 pages