Bks Financial Investments 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, Bks Financial Investments LLC is reported as a service provider on 26 loaded Form 5500 filing(s) across 26 plan sponsor(s) and 26 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $972,067 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $972,067
- Reported indirect compensation
- $0
- Total reported compensation
- $972,067
- Filings
- 26
- Plan sponsors
- 26
- Plans
- 26
- 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 |
|---|---|---|---|
| Prestige Employee Administrators, Inc. | NY | 1 | $100,122 |
| University Of St. Thomas | TX | 1 | $97,804 |
| Stafflink Outsourcing, Inc. | FL | 1 | $89,540 |
| Decisionhr, Inc. | FL | 1 | $71,881 |
| Tandem Hr, LLC | IL | 1 | $70,350 |
| Oasis Outsourcing Holdings, Inc. And Its Affiliates | FL | 1 | $65,000 |
| Schoeller Bleckmann America, Inc. | TX | 1 | $64,551 |
| Syndeo Outsourcing, LLC | KS | 1 | $45,678 |
| Ohi West Medical Group Ii LLC | FL | 1 | $34,298 |
| Carlton Fields, P.A. | FL | 1 | $32,000 |
State footprint
Plans reporting Bks Financial Investments LLC are sponsored in FL (12), TX (4), NY (3), IL (2), MO (1), KS (1), OH (1), NV (1), LA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Prestige Employee Administrators, Inc. | Prestige Employee Administrators Retirement Savings Plan | 2023 | $100,122 | not reported in the loaded dataset |
| University Of St. Thomas | University Of St. Thomas 403(B) Retirement Plan | 2023 | $97,804 | not reported in the loaded dataset |
| Stafflink Outsourcing, Inc. | Stafflink Outsourcing Retirement Savings Plan | 2023 | $89,540 | not reported in the loaded dataset |
| Decisionhr, Inc. | Decisionhr Retirement Savings Plan | 2023 | $71,881 | not reported in the loaded dataset |
| Tandem Hr, LLC | Tandem Hr, LLC 401(K) Plan | 2023 | $70,350 | not reported in the loaded dataset |
| Oasis Outsourcing Holdings, Inc. And Its Affiliates | Oasis Retirement Savings Plan | 2023 | $65,000 | not reported in the loaded dataset |
| Schoeller Bleckmann America, Inc. | Sba 401(K) Plan | 2023 | $64,551 | $0 |
| Syndeo Outsourcing, LLC | Syndeo Outsourcing 401(K) Pooled Employer Plan | 2023 | $45,678 | not reported in the loaded dataset |
| Ohi West Medical Group Ii LLC | Florida Medical Clinic, LLC 401(K) Plan And Trust | 2023 | $34,298 | not reported in the loaded dataset |
| Carlton Fields, P.A. | Profit Sharing And 401(K) Plan For Employees Of Carlton Fields | 2023 | $32,000 | not reported in the loaded dataset |
| Norwood Management, Inc. | Norwood Management, Inc. 401(K) Plan | 2023 | $31,906 | not reported in the loaded dataset |
| Simedhealth, L.L.C. | Simedhealth Retirement Plan | 2023 | $31,519 | not reported in the loaded dataset |
| Alcott Hr Group, LLC | The Alcott Group 401(K) Plan | 2023 | $30,000 | not reported in the loaded dataset |
| Sovereign Healthcare Holdings, LLC | Sovereign Healthcare 401(K) Plan | 2023 | $30,000 | not reported in the loaded dataset |
| Choice Employer Solutions, Inc. | Fourth Retirement Savings Plan | 2023 | $29,982 | not reported in the loaded dataset |
| Bankers Financial Corporation | Associates' Savings Plan | 2023 | $22,500 | not reported in the loaded dataset |
| Shop Architects, Inc | Shop Architects 401(K) Plan | 2023 | $17,820 | not reported in the loaded dataset |
| P3 Health Group Management, LLC | P3 Health Partners 401(K) Plan | 2023 | $17,522 | not reported in the loaded dataset |
| Worksite, LLC. | Worksite Retirement Savings Plan | 2023 | $16,398 | not reported in the loaded dataset |
| Sunstream Hotels & Resorts, LLC | Sunstream Hotels & Resorts Retirement Plan | 2023 | $15,622 | not reported in the loaded dataset |
| Cornerstone Employer Solutions, LLC Dba Synchronyhr | Synchronyhr Retirement Savings Plan | 2023 | $14,832 | not reported in the loaded dataset |
| Evolvehr V, Inc. | Evolvehr Retirement Plan | 2023 | $11,921 | not reported in the loaded dataset |
| Palma Ceia Golf & Country Club, Inc. | Palma Ceia Golf & Country Club 401(K) & Profit Sharing Plan | 2023 | $10,379 | not reported in the loaded dataset |
| Delta Administrative Services, LLC | Delta Pooled Employer Plan | 2023 | $7,617 | not reported in the loaded dataset |
| Jsw Steel Usa Inc | Jsw Steel Usa Inc 401k Profit Sharing Plan & Trust | 2023 | $7,579 | $0 |
| Jsw Steel Usa Ohio, Inc. | Jsw Steel Usa Ohio, Inc. 401(K) Plan | 2023 | $5,246 | $0 |
Related Form 5500 pages
- Prestige Employee Administrators Retirement Savings Plan (plan 333)
- Prestige Employee Administrators, Inc. — all reported plans
- University Of St. Thomas 403(B) Retirement Plan (plan 001)
- University Of St. Thomas — all reported plans
- Stafflink Outsourcing Retirement Savings Plan (plan 333)
- Stafflink Outsourcing, Inc. — all reported plans
- Decisionhr Retirement Savings Plan (plan 333)
- Decisionhr, Inc. — all reported plans
- Tandem Hr, LLC 401(K) Plan (plan 001)
- Tandem Hr, LLC — all reported plans
- Oasis Retirement Savings Plan (plan 333)
- Oasis Outsourcing Holdings, Inc. And Its Affiliates — all reported plans
- Sba 401(K) Plan (plan 001)
- Schoeller Bleckmann America, Inc. — all reported plans
- Syndeo Outsourcing 401(K) Pooled Employer Plan (plan 002)
- Syndeo Outsourcing, LLC — all reported plans
- Florida Medical Clinic, LLC 401(K) Plan And Trust (plan 001)
- Ohi West Medical Group Ii LLC — all reported plans
- Profit Sharing And 401(K) Plan For Employees Of Carlton Fields (plan 002)
- Carlton Fields, P.A. — all reported plans
- Norwood Management, Inc. 401(K) Plan (plan 001)
- Norwood Management, Inc. — all reported plans
- Simedhealth Retirement Plan (plan 001)
- Simedhealth, L.L.C. — all reported plans
- The Alcott Group 401(K) Plan (plan 001)
- Alcott Hr Group, LLC — all reported plans
- Sovereign Healthcare 401(K) Plan (plan 001)
- Sovereign Healthcare Holdings, LLC — all reported plans
- Fourth Retirement Savings Plan (plan 333)
- Choice Employer Solutions, Inc. — all reported plans
- Associates' Savings Plan (plan 333)
- Bankers Financial Corporation — all reported plans
- Shop Architects 401(K) Plan (plan 002)
- Shop Architects, Inc — all reported plans
- P3 Health Partners 401(K) Plan (plan 001)
- P3 Health Group Management, LLC — all reported plans
- Worksite Retirement Savings Plan (plan 333)
- Worksite, LLC. — all reported plans
- Sunstream Hotels & Resorts Retirement Plan (plan 001)
- Sunstream Hotels & Resorts, LLC — all reported plans
- Synchronyhr Retirement Savings Plan (plan 001)
- Cornerstone Employer Solutions, LLC Dba Synchronyhr — all reported plans
- Evolvehr Retirement Plan (plan 001)
- Evolvehr V, Inc. — all reported plans
- Palma Ceia Golf & Country Club 401(K) & Profit Sharing Plan (plan 001)
- Palma Ceia Golf & Country Club, Inc. — all reported plans
- Delta Pooled Employer Plan (plan 333)
- Delta Administrative Services, LLC — all reported plans
- Jsw Steel Usa Inc 401k Profit Sharing Plan & Trust (plan 001)
- Jsw Steel Usa Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources