Bks Financial Investments LLC Dba B — 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 Dba B 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 $121,162 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$121.2KDirect + indirect, across loaded filings$121,162
Plans served3
Plan sponsors3
Filings3
Direct vs. indirect compensation
Direct compensation$121.2K
Indirect compensationNot reported

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%Innophos, Inc.
Top state share of plans33%NJ
Plan sponsors served3
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Bks Financial Investments LLC Dba B. Bars show relative scale.

  1. 1
    NJ · 1 plan(s)
  2. 2
  3. 3
    OH · 1 plan(s)
Geographic reach

State footprint

Where Bks Financial Investments LLC Dba B 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
    NJ1 plan(s)
  2. 2
    OH1 plan(s)
  3. 3
    OR1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Bks Financial Investments LLC Dba B are sponsored, by plan count.

  1. 1
    Cranbury, NJ1 plan(s)
  2. 2
    Canton, OH1 plan(s)
  3. 3
    Eugene, OR1 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
    Innophos, Inc., NJ · Direct $73.3K · 2023
  2. 2
    Allen Media Broadcast Holdings, LLC, OR · Direct $43.9K · 2023
  3. 3
    Patriot Software Company, OH · Direct $4K · 2023

Related Form 5500 pages