Cambridge Investment Research 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, Cambridge Investment Research Inc is reported as a service provider on 117 loaded Form 5500 filing(s) across 117 plan sponsor(s) and 117 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,005,103 and reported indirect compensation totals $1,078,182.
Reported compensation summary
- Reported direct compensation
- $2,005,103
- Reported indirect compensation
- $1,078,182
- Total reported compensation
- $3,083,285
- Filings
- 117
- Plan sponsors
- 117
- Plans
- 117
- 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 |
|---|---|---|---|
| Messiah University | PA | 1 | $150,000 |
| St. Ambrose University | IA | 1 | $143,967 |
| Central Texas College District | TX | 1 | $116,070 |
| The Wawanesa Mutual Insurance Co. | — | 1 | $71,768 |
| Eneric Petroleum Corp. | IA | 1 | $65,965 |
| Wb Holdings, Inc. | WI | 1 | $65,267 |
| Conicelli & Affiliated Dealerships | PA | 1 | $65,173 |
| Sidel, Inc. | GA | 1 | $64,500 |
| Consumer Portfolio Services, Inc. | CA | 1 | $60,203 |
| Brosz Engineering, Inc. | ND | 1 | $58,764 |
State footprint
Plans reporting Cambridge Investment Research Inc are sponsored in CA (21), PA (16), GA (8), MA (7), TX (6), IA (6), NY (5), AZ (5), FL (4), WA (4), MI (4), IL (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Messiah University | Messiah University Defined Contribution Retirement Plan | 2023 | $150,000 | not reported in the loaded dataset |
| St. Ambrose University | St. Ambrose University Defined Contribution Plan | 2023 | $143,967 | not reported in the loaded dataset |
| Central Texas College District | Central Texas College Employees Pension Plan And Trust | 2023 | $116,070 | not reported in the loaded dataset |
| The Wawanesa Mutual Insurance Co. | The Wawanesa Salary Deferral Plan | 2023 | $0 | $71,768 |
| Eneric Petroleum Corp. | Eneric Petroleum Corp. 401(K) Retirement Plan | 2023 | $65,965 | $0 |
| Wb Holdings, Inc. | Wb Holdings, Inc. 401(K) Plan | 2023 | $0 | $65,267 |
| Conicelli & Affiliated Dealerships | Conicelli & Affiliated Dealerships 401(K) Profit Sharing Plan | 2023 | $65,173 | $0 |
| Sidel, Inc. | Sidel, Inc. Retirement And Savings Plan | 2023 | $64,500 | $0 |
| Consumer Portfolio Services, Inc. | Consumer Portfolio Services, Inc. 401(K) Plan | 2023 | $60,203 | not reported in the loaded dataset |
| Brosz Engineering, Inc. | Brosz Engineering, Inc. 401(K) Profit Sharing Plan | 2023 | $58,764 | $0 |
| Associated General Contractors Of Georgia, Inc. | Agc Retirement Savings Plan | 2023 | $53,738 | not reported in the loaded dataset |
| Vann Virginia Center For Orthopaedics, P.C. | Atlantic Orthopaedic Specialists 401(K) Profit Sharing Retirement Plan | 2023 | $52,048 | not reported in the loaded dataset |
| Dart Bank | Dart Bank 401(K) Employee Stock Ownership Plan | 2023 | $0 | $46,568 |
| Lubbock Heart Hospital, Lp | Lubbock Heart Hospital, Lp 401(K) Plan | 2023 | $45,087 | not reported in the loaded dataset |
| Pulmonx Corporation | Pulmonx 401(K) Profit Sharing Plan | 2023 | $0 | $43,944 |
| Lusardi Construction Co. | Lusardi 401(K) Plan | 2023 | $0 | $42,946 |
| Herkules Usa Corporation, Inc. | Kpm Herkules Group 401(K) Plan | 2023 | $42,534 | $0 |
| United Grain Corporation | United Grain Retirement And Savings Plan | 2023 | $40,177 | not reported in the loaded dataset |
| Jones, Skelton & Hochuli, P.L.C. | Jones, Skelton & Hochuli, P.L.C. Section 401(K) Profit Sharing Plan | 2023 | $40,000 | not reported in the loaded dataset |
| Hay House, Inc. | Hay House 401(K) Plan | 2023 | $0 | $39,479 |
| Landmark Dividend LLC | Landmark Dividend LLC 401(K) Plan | 2023 | $38,258 | not reported in the loaded dataset |
| Intercare Holdings, Inc. | Intercare Holdings, Inc. Retirement Savings Plan | 2023 | $0 | $38,199 |
| Iq Credit Union | Iq Credit Union 401(K) Plan | 2023 | $38,025 | not reported in the loaded dataset |
| Mccomas-Lacina Construction L.C. | Mlc 401(K) Plan | 2023 | $37,242 | not reported in the loaded dataset |
| Envision Motors Management, LLC | Envision Motors 401(K) Plan | 2023 | $0 | $36,293 |
| Poblocki Paving Corp. | Poblocki Paving Corp. 401(K) Savings Plan | 2023 | $0 | $35,967 |
| Rivulis Irrigation, Inc. | Rivulis Irrigation, Inc. Savings And Investment Plan | 2023 | $0 | $34,763 |
| Tri-Cities Community Health | Tri-Cities Community Health 403b Plan | 2023 | $0 | $34,312 |
| Goldberg Companies, Inc. | Goldberg Companies, Inc. 401(K) Plan | 2023 | $34,241 | not reported in the loaded dataset |
| Supply New England, Inc. | Supply New England, Inc. Employee Retirement Trust Plan | 2023 | $34,035 | $0 |
| Crh Healthcare, LLC | Crh Healthcare, LLC 401(K) Plan | 2023 | $0 | $32,957 |
| Pentagram Design, Inc. | Pentagram Design, Inc. 401(K) Profit Sharing Plan | 2023 | $32,000 | not reported in the loaded dataset |
| Cornwall Manor Retirement Community | Cornwall Manor Retirement Community Internal Revenue Code Section 403(B) | 2023 | $0 | $31,884 |
| Bridge Group Hh, Inc. | Bridge Group Hh, Inc. 401(K) Plan | 2023 | $31,715 | not reported in the loaded dataset |
| Harrisburg University Of Science & Technology | Harrisburg University Of Science & Technology 403(B) Plan | 2023 | $31,306 | not reported in the loaded dataset |
| Rancho Health Mso, Inc. | Rancho Health Mso, Inc. 401(K) Plan | 2023 | $30,795 | $0 |
| Smart Technologies Corp. | Smart Technologies 401(K) Plan | 2023 | $0 | $30,066 |
| Dulcich, Inc. Dba Pacific Seafood Group | Pacific Seafood Group 401(K) Profit Sharing Plan | 2023 | $30,000 | not reported in the loaded dataset |
| Ttg Imaging Solutions, LLC | Ttg Imaging Solutions, LLC 401(K) Retirement Plan | 2023 | $29,770 | not reported in the loaded dataset |
| Wheelhouse Credit Union | Wheelhouse Credit Union 401(K) Plan | 2023 | $28,858 | not reported in the loaded dataset |
| Country Landscapes, Inc. | The Architect 401(K) Plan - Country Landscapes, Inc. | 2023 | $27,926 | not reported in the loaded dataset |
| Event Network, LLC | Event Network, LLC 401(K) Plan | 2023 | $0 | $27,622 |
| Redhorse Corporation | Redhorse Corporation 401(K) Plan | 2023 | $0 | $27,386 |
| Transmedics, Inc. | Transmedics, Inc. 401(K) Plan | 2023 | $0 | $27,360 |
| The Polish National Alliance Of The United States Of North America | 401(K) Plan For Employees Of The Polish National Alliance Of The United States Of North America | 2023 | $26,875 | not reported in the loaded dataset |
| Tires Unlimited Inc. | Tires Unlimited Inc. Retirement Plan | 2023 | $26,777 | not reported in the loaded dataset |
| Folium, Inc. | Folium, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $25,531 |
| Calumet Carton Company | Calumet Carton Company Employee Retirement Trust | 2023 | $0 | $25,503 |
| Bath Saver, Inc. | Bath Saver, Inc. 401(K) Plan | 2023 | $0 | $25,382 |
| Allan Vigil Ford Lincoln, Inc. | Allan Vigil Ford Lincoln 401(K) Profit Sharing Plan | 2023 | $25,126 | $0 |
Related Form 5500 pages
- Messiah University Defined Contribution Retirement Plan (plan 001)
- Messiah University — all reported plans
- St. Ambrose University Defined Contribution Plan (plan 001)
- St. Ambrose University — all reported plans
- Central Texas College Employees Pension Plan And Trust (plan 001)
- Central Texas College District — all reported plans
- The Wawanesa Salary Deferral Plan (plan 002)
- The Wawanesa Mutual Insurance Co. — all reported plans
- Eneric Petroleum Corp. 401(K) Retirement Plan (plan 002)
- Eneric Petroleum Corp. — all reported plans
- Wb Holdings, Inc. 401(K) Plan (plan 003)
- Wb Holdings, Inc. — all reported plans
- Conicelli & Affiliated Dealerships 401(K) Profit Sharing Plan (plan 001)
- Conicelli & Affiliated Dealerships — all reported plans
- Sidel, Inc. Retirement And Savings Plan (plan 001)
- Sidel, Inc. — all reported plans
- Consumer Portfolio Services, Inc. 401(K) Plan (plan 001)
- Consumer Portfolio Services, Inc. — all reported plans
- Brosz Engineering, Inc. 401(K) Profit Sharing Plan (plan 001)
- Brosz Engineering, Inc. — all reported plans
- Agc Retirement Savings Plan (plan 003)
- Associated General Contractors Of Georgia, Inc. — all reported plans
- Atlantic Orthopaedic Specialists 401(K) Profit Sharing Retirement Plan (plan 001)
- Vann Virginia Center For Orthopaedics, P.C. — all reported plans
- Dart Bank 401(K) Employee Stock Ownership Plan (plan 001)
- Dart Bank — all reported plans
- Lubbock Heart Hospital, Lp 401(K) Plan (plan 001)
- Lubbock Heart Hospital, Lp — all reported plans
- Pulmonx 401(K) Profit Sharing Plan (plan 001)
- Pulmonx Corporation — all reported plans
- Lusardi 401(K) Plan (plan 006)
- Lusardi Construction Co. — all reported plans
- Kpm Herkules Group 401(K) Plan (plan 001)
- Herkules Usa Corporation, Inc. — all reported plans
- United Grain Retirement And Savings Plan (plan 003)
- United Grain Corporation — all reported plans
- Jones, Skelton & Hochuli, P.L.C. Section 401(K) Profit Sharing Plan (plan 001)
- Jones, Skelton & Hochuli, P.L.C. — all reported plans
- Hay House 401(K) Plan (plan 002)
- Hay House, Inc. — all reported plans
- Landmark Dividend LLC 401(K) Plan (plan 001)
- Landmark Dividend LLC — all reported plans
- Intercare Holdings, Inc. Retirement Savings Plan (plan 001)
- Intercare Holdings, Inc. — all reported plans
- Iq Credit Union 401(K) Plan (plan 001)
- Iq Credit Union — all reported plans
- Mlc 401(K) Plan (plan 001)
- Mccomas-Lacina Construction L.C. — all reported plans
- Envision Motors 401(K) Plan (plan 001)
- Envision Motors Management, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources