Truist Investment Services — 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, Truist Investment Services is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $38,891 and reported indirect compensation totals $38,844.

Reported compensation summary

Reported direct compensation
$38,891
Reported indirect compensation
$38,844
Total reported compensation
$77,735
Filings
4
Plan sponsors
4
Plans
4
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 Truist Investment Services
SponsorStatePlansReported compensation
Curtis Contracting, Inc.VA1$38,891
Rcss Holdings, Inc.KY1$26,144
Summit Biosciences, Inc.KY1$12,700
Quantum Physician Services, LLCGA1$0

State footprint

Plans reporting Truist Investment Services are sponsored in KY (2), GA (1), VA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Curtis Contracting, Inc.Curtis Contracting, Inc. 401(K) Profit Sharing Plan2023$38,891not reported in the loaded dataset
Rcss Holdings, Inc.Rcss Holdings, Inc. 401(K) Plan2023$0$26,144
Summit Biosciences, Inc.Summit Biosciences 401(K) Plan2023$0$12,700
Quantum Physician Services, LLCQuantum Radiology, P.C. Retirement Plan2023$0not reported in the loaded dataset

Related Form 5500 pages