What does Form 5500 Schedule C report about American Portfolios Financial Servi?

Public Form 5500 Schedule C filings report compensation paid to American Portfolios Financial Servi as a plan service provider. Across loaded filings, total reported compensation is $47,856.

How many plans report American Portfolios Financial Servi as a service provider?

American Portfolios Financial Servi appears on 4 loaded plan(s) across 4 sponsor(s).

American Portfolios Financial Servi — 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, American Portfolios Financial Servi 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 $28,823 and reported indirect compensation totals $19,033.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$47.9KDirect + indirect, across loaded filings$47,856

Plans served4

Plan sponsors4

Filings4

Direct vs. indirect compensation

Direct compensation$28.8K

Indirect compensation$19K

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 compensation60%Coney Island Preparatory Charter School

Top state share of plans100%NY

Plan sponsors served4

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to American Portfolios Financial Servi. Bars show relative scale.

1
Coney Island Preparatory Charter School$28.8K
NY · 1 plan(s)
2
Neighborhood Charter Schools$10.6K
NY · 1 plan(s)
3
Corner Table Restaurants$8.4K
NY · 1 plan(s)
4
Ember Charter School For Mindful Education,Innovation & Transformation$11
NY · 1 plan(s)

Geographic reach

State footprint

Where American Portfolios Financial Servi 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
NY4 plan(s)

Geographic reach

City footprint

Cities where plans reporting American Portfolios Financial Servi are sponsored, by plan count.

1
Brooklyn, NY2 plan(s)
2
New York, NY2 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
Coney Island Preparatory Charter School 403(B) Retirement Plan$28.8K
Coney Island Preparatory Charter School, NY · Direct $28.8K · 2023
2
Neighborhood Charter Schools 401(K) Plan$10.6K
Neighborhood Charter Schools, NY · Direct $0 · Indirect $10.6K · 2023
3
Corner Table Restaurants 401(K) Plan$8.4K
Corner Table Restaurants, NY · Direct $0 · Indirect $8.4K · 2023
4
Ember Charter School For Mindful Education, Innovation & Transformation 401(K) Plan$11
Ember Charter School For Mindful Education,Innovation & Transformation, NY · Direct $0 · Indirect $11 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about American Portfolios Financial Servi?: Public Form 5500 Schedule C filings report compensation paid to American Portfolios Financial Servi as a plan service provider. Across loaded filings, total reported compensation is $47,856.
How many plans report American Portfolios Financial Servi as a service provider?: American Portfolios Financial Servi appears on 4 loaded plan(s) across 4 sponsor(s).