Barclay Planning Group 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, Barclay Planning Group LLC 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 $83,640 and reported indirect compensation totals $1,947.

Reported compensation summary

Reported direct compensation
$83,640
Reported indirect compensation
$1,947
Total reported compensation
$85,587
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

Plan sponsors reporting the most compensation to Barclay Planning Group LLC
SponsorStatePlansReported compensation
The Romine GroupMI1$76,270
Sas Global CorporationMI1$8,817
Super C Group, LLCMI1$500

State footprint

Plans reporting Barclay Planning Group LLC are sponsored in MI (3).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
The Romine GroupThe Romine Group, Inc. 401(K) Plan2023$76,270not reported in the loaded dataset
Sas Global CorporationSure Alloy Steel / Astech 401(K) Retirement Plan2023$7,370$1,447
Super C Group, LLCSuper C Group, LLC Employee 401(K) Plan2023$0$500

Related Form 5500 pages