Berla Investment Consulting — 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, Berla Investment Consulting 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 $64,170 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $64,170
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $64,170
- 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 |
|---|---|---|---|
| Board Of Trustees, Central California Ibew-Neca | CA | 1 | $29,600 |
| Palo Alto Foundation Medical Group, Inc. | CA | 1 | $25,320 |
| Cse Insurance Services, Inc | OR | 1 | $9,250 |
State footprint
Plans reporting Berla Investment Consulting are sponsored in CA (2), OR (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees, Central California Ibew-Neca | Central California Ibew-Neca Profit Sharing Plan | 2023 | $29,600 | not reported in the loaded dataset |
| Palo Alto Foundation Medical Group, Inc. | Palo Alto Foundation Medical Group, Inc. Retiree Health Plan | 2023 | $25,320 | not reported in the loaded dataset |
| Cse Insurance Services, Inc | Cse Insurance Services 401(K) Plan | 2023 | $9,250 | not reported in the loaded dataset |
Related Form 5500 pages
- Central California Ibew-Neca Profit Sharing Plan (plan 002)
- Board Of Trustees, Central California Ibew-Neca — all reported plans
- Palo Alto Foundation Medical Group, Inc. Retiree Health Plan (plan 504)
- Palo Alto Foundation Medical Group, Inc. — all reported plans
- Cse Insurance Services 401(K) Plan (plan 003)
- Cse Insurance Services, Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources