What does Form 5500 Schedule C report about Strategic Capital Investment Advr.?

Public Form 5500 Schedule C filings report compensation paid to Strategic Capital Investment Advr. as a plan service provider. Across loaded filings, total reported compensation is $115,425.

How many plans report Strategic Capital Investment Advr. as a service provider?

Strategic Capital Investment Advr. appears on 2 loaded plan(s) across 2 sponsor(s).

Strategic Capital Investment Advr. — 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 Advr. 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 $115,425 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$115.4KDirect + indirect, across loaded filings$115,425

Plans served2

Plan sponsors2

Filings2

Direct vs. indirect compensation

Direct compensation$115.4K

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 compensation81%Plumbers Local 98 Defined Benefit Pension Fund

Top state share of plans100%MI

Plan sponsors served2

By reported compensation

Top plan sponsors by reported compensation

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

1
Plumbers Local 98 Defined Benefit Pension Fund$92.9K
MI · 1 plan(s)
2
Joint Board Plumbers & Pipefitters 333 Health & Welfare Benefit Plan$22.5K
MI · 1 plan(s)

Geographic reach

State footprint

Where Strategic Capital Investment Advr. 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
MI2 plan(s)

Geographic reach

City footprint

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

1
Lansing, MI1 plan(s)
2
Troy, MI1 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
Plumbers Local No 98 Defined Benefit Pension Fund$92.9K
Plumbers Local 98 Defined Benefit Pension Fund, MI · Direct $92.9K · 2023
2
Plumbers & Pipefitters Local No 333 Health And Welfare Benefit Plan$22.5K
Joint Board Plumbers & Pipefitters 333 Health & Welfare Benefit Plan, MI · Direct $22.5K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Strategic Capital Investment Advr.?: Public Form 5500 Schedule C filings report compensation paid to Strategic Capital Investment Advr. as a plan service provider. Across loaded filings, total reported compensation is $115,425.
How many plans report Strategic Capital Investment Advr. as a service provider?: Strategic Capital Investment Advr. appears on 2 loaded plan(s) across 2 sponsor(s).