Zack'S Investment Management — 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, Zack'S Investment Management is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $126,876 and reported indirect compensation totals $283,802.
Reported compensation summary
- Reported direct compensation
- $126,876
- Reported indirect compensation
- $283,802
- Total reported compensation
- $410,678
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| I.U.O.E. Local 132 Pension Fund | WV | 1 | $283,802 |
| I.U.O.E. Local #132 H & W Fund | WV | 1 | $102,597 |
| United Assn Of Plumbers And Steamfitters 521 Pension Fd | WV | 1 | $24,279 |
State footprint
Plans reporting Zack'S Investment Management are sponsored in WV (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| I.U.O.E. Local 132 Pension Fund | I.U.O.E. Local 132 Pension Fund | 2023 | $0 | $283,802 |
| I.U.O.E. Local #132 H & W Fund | Iuoe Local No. 132 Health & Welfare Fund | 2023 | $102,597 | $0 |
| United Assn Of Plumbers And Steamfitters 521 Pension Fd | United Assn Of Plumbers And Steamfitters 521 Pension Fund | 2023 | $24,279 | not reported in the loaded dataset |
Related Form 5500 pages
- I.U.O.E. Local 132 Pension Fund (plan 001)
- I.U.O.E. Local 132 Pension Fund — all reported plans
- Iuoe Local No. 132 Health & Welfare Fund (plan 501)
- I.U.O.E. Local #132 H & W Fund — all reported plans
- United Assn Of Plumbers And Steamfitters 521 Pension Fund (plan 001)
- United Assn Of Plumbers And Steamfitters 521 Pension Fd — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources