Plan5500

Cadaret Grant & Company — 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, Cadaret Grant & Company 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 $137,437 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$137.4KDirect + indirect, across loaded filings$137,437
Plans served4
Plan sponsors4
Filings4
Direct vs. indirect compensation
Direct compensation$137.4K
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 compensation56%Bctgm Atlantic Profit Sharing Fund
Top state share of plans25%FL
Plan sponsors served4
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Cadaret Grant & Company. Bars show relative scale.

  1. 1
    Bctgm Atlantic Profit Sharing Fund$76.6K
    PA · 1 plan(s)
  2. 2
    Cleveland Bakers And Affiliated Union 401(K) Plan$52.4K
    OH · 1 plan(s)
  3. 3
    Board Of Trustees Local 18 Pension Fund$8.4K
    FL · 1 plan(s)
  4. 4
    Pipp Mobile Storage Systems, Inc$0
    MI · 1 plan(s)
Geographic reach

State footprint

Where Cadaret Grant & Company 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
    FL1 plan(s)
  2. 2
    MI1 plan(s)
  3. 3
    OH1 plan(s)
  4. 4
    PA1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Cadaret Grant & Company are sponsored, by plan count.

  1. 1
    Orlando, FL1 plan(s)
  2. 2
    Walker, MI1 plan(s)
  3. 3
    Valley View, OH1 plan(s)
  4. 4
    Horsham, PA1 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
    Bctgm Atlantic Profit Sharing Fund$76.6K
    Bctgm Atlantic Profit Sharing Fund, PA · Direct $76.6K · 2023
  2. 2
    Cleveland Bakers And Affiliated Unions 401(K) Plan$52.4K
    Cleveland Bakers And Affiliated Union 401(K) Plan, OH · Direct $52.4K · 2023
  3. 3
    Local 18 International Union Of Police & Protection Employees - Isopgu Pension Fund$8.4K
    Board Of Trustees Local 18 Pension Fund, FL · Direct $8.4K · Indirect $0 · 2023
  4. 4
    Pipp Mobile Storage Systems 401(K) Retirement Plan$0
    Pipp Mobile Storage Systems, Inc, MI · Direct $0 · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Cadaret Grant & Company?
Public Form 5500 Schedule C filings report compensation paid to Cadaret Grant & Company as a plan service provider. Across loaded filings, total reported compensation is $137,437.
How many plans report Cadaret Grant & Company as a service provider?
Cadaret Grant & Company appears on 4 loaded plan(s) across 4 sponsor(s).

Related Form 5500 pages