Swbc Investment Services, 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, Swbc Investment Services, LLC is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $36,396 and reported indirect compensation totals $26,220.
Reported compensation summary
- Reported direct compensation
- $36,396
- Reported indirect compensation
- $26,220
- Total reported compensation
- $62,616
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- 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 |
|---|---|---|---|
| Liftfund, Inc. | TX | 1 | $24,550 |
| Documation, Inc. | TX | 1 | $20,008 |
| Incarnate Word Retirement Community, Inc. | TX | 1 | $16,388 |
| Texas Tech Federal Credit Union | TX | 1 | $1,670 |
| Texas Independent Bancshares | TX | 1 | $0 |
State footprint
Plans reporting Swbc Investment Services, LLC are sponsored in TX (5).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Liftfund, Inc. | Liftfund, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $24,550 |
| Documation, Inc. | Documation 401(K) Retirement Plan | 2023 | $20,008 | not reported in the loaded dataset |
| Incarnate Word Retirement Community, Inc. | The Village At Incarnate Word 403(B) Plan | 2023 | $16,388 | not reported in the loaded dataset |
| Texas Tech Federal Credit Union | Texas Tech Federal Credit Union 401(K) Plan | 2023 | $0 | $1,670 |
| Texas Independent Bancshares | Texas Independent Bancshares, Inc. 401(K) Employee Stock Ownership Plan | 2023 | not reported in the loaded dataset | not reported in the loaded dataset |
Related Form 5500 pages
- Liftfund, Inc. 401(K) Profit Sharing Plan (plan 001)
- Liftfund, Inc. — all reported plans
- Documation 401(K) Retirement Plan (plan 001)
- Documation, Inc. — all reported plans
- The Village At Incarnate Word 403(B) Plan (plan 002)
- Incarnate Word Retirement Community, Inc. — all reported plans
- Texas Tech Federal Credit Union 401(K) Plan (plan 001)
- Texas Tech Federal Credit Union — all reported plans
- Texas Independent Bancshares, Inc. 401(K) Employee Stock Ownership Plan (plan 001)
- Texas Independent Bancshares — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources