Cary St Partners Investment Advisor — 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, Cary St Partners Investment Advisor 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 $86,668 and reported indirect compensation totals $0.
Reported compensation dashboard
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.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Cary St Partners Investment Advisor. Bars show relative scale.
- 1
- 2
- 3
State footprint
Where Cary St Partners Investment Advisor 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.
City footprint
Cities where plans reporting Cary St Partners Investment Advisor are sponsored, by plan count.
- 1New York, NY2 plan(s)
- 2Newark, NJ1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1Global Data Publications, NY · Direct $40.1K · Indirect $0 · 2023
- 2Damascus Bakery Opco, LLC, NJ · Direct $29.4K · Indirect $0 · 2023
- 3Talkiatry Management Services, NY · Direct $17.2K · Indirect $0 · 2023
Frequently asked questions
- What does Form 5500 Schedule C report about Cary St Partners Investment Advisor?
- Public Form 5500 Schedule C filings report compensation paid to Cary St Partners Investment Advisor as a plan service provider. Across loaded filings, total reported compensation is $86,668.
- How many plans report Cary St Partners Investment Advisor as a service provider?
- Cary St Partners Investment Advisor appears on 3 loaded plan(s) across 3 sponsor(s).
Related Form 5500 pages
- Global Data Publications 401(K) Plan (plan 001)
- Global Data Publications — all reported plans
- Damascus Bakery Opco, LLC 401(K) Plan (plan 002)
- Damascus Bakery Opco, LLC — all reported plans
- Talkiatry Management Services 401(K) Plan (plan 001)
- Talkiatry Management Services — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources