Plan5500

Bfc Planning Inc. — 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, Bfc Planning Inc. 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 $65,677 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$65.7KDirect + indirect, across loaded filings$65,677
Plans served4
Plan sponsors4
Filings4
Direct vs. indirect compensation
Direct compensation$65.7K
Indirect compensation$0

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 compensation33%Sharp Oilfield Services, LLC
Top state share of plans50%TX
Plan sponsors served4
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Bfc Planning Inc.. Bars show relative scale.

  1. 1
    Sharp Oilfield Services, LLC$21.5K
    TX · 1 plan(s)
  2. 2
    Esperanza Health Systems, Ltd Dba La Hacienda Treatment Center$21.5K
    TX · 1 plan(s)
  3. 3
    Tarditi, Inc.$13.9K
    CA · 1 plan(s)
  4. 4
    The Cleveland Clinic Foundation$8.8K
    OH · 1 plan(s)
Geographic reach

State footprint

Where Bfc Planning Inc. 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. 1
    TX2 plan(s)
  2. 2
    CA1 plan(s)
  3. 3
    OH1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Bfc Planning Inc. are sponsored, by plan count.

  1. 1
    Lodi, CA1 plan(s)
  2. 2
    Cleveland, OH1 plan(s)
  3. 3
    Gainesville, TX1 plan(s)
  4. 4
    Hunt, TX1 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. 1
    Sharp Oilfield Services, 401(K) Plan$21.5K
    Sharp Oilfield Services, LLC, TX · Direct $21.5K · 2023
  2. 2
    Esperanza Health Systems 401(K) Plan$21.5K
    Esperanza Health Systems, Ltd Dba La Hacienda Treatment Center, TX · Direct $21.5K · 2023
  3. 3
    Tarditi, Inc. 401(K) Profit Sharing Plan$13.9K
    Tarditi, Inc., CA · Direct $13.9K · Indirect $0 · 2023
  4. 4
    Cleveland Clinic Savings And Investment Plan$8.8K
    The Cleveland Clinic Foundation, OH · Direct $8.8K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Bfc Planning Inc.?
Public Form 5500 Schedule C filings report compensation paid to Bfc Planning Inc. as a plan service provider. Across loaded filings, total reported compensation is $65,677.
How many plans report Bfc Planning Inc. as a service provider?
Bfc Planning Inc. appears on 4 loaded plan(s) across 4 sponsor(s).

Related Form 5500 pages