Certified Advisory Corp — 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, Certified Advisory Corp is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $112,448 and reported indirect compensation totals not reported in the loaded dataset.
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 Certified Advisory Corp. Bars show relative scale.
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State footprint
Where Certified Advisory Corp 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 Certified Advisory Corp are sponsored, by plan count.
- 1Orlando, FL2 plan(s)
- 2Lake Mary, FL1 plan(s)
- 3Miami, FL1 plan(s)
- 4Minnetonka, MN1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1Rogers, Lovelock & Fritz, Inc., FL · Direct $50.2K · 2023
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- 3Mortgage Lenders Investment Trading Corporation, FL · Direct $8.8K · 2023
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Frequently asked questions
- What does Form 5500 Schedule C report about Certified Advisory Corp?
- Public Form 5500 Schedule C filings report compensation paid to Certified Advisory Corp as a plan service provider. Across loaded filings, total reported compensation is $112,448.
- How many plans report Certified Advisory Corp as a service provider?
- Certified Advisory Corp appears on 5 loaded plan(s) across 5 sponsor(s).
Related Form 5500 pages
- Profit Sharing Plan For The Employees Of Rogers, Lovelock & Fritz, Inc. (plan 001)
- Rogers, Lovelock & Fritz, Inc. — all reported plans
- City Beverages 401(K) Plan (plan 001)
- City Beverages, LLC — all reported plans
- Mortgage Lenders Investment Trading Corporation 401(K) Plan (plan 001)
- Mortgage Lenders Investment Trading Corporation — all reported plans
- Parkinson'S Foundation Retirement Plan (plan 002)
- Parkinson Foundation, Inc. — all reported plans
- Mcna Dental 401(K) Plan (plan 001)
- Mcna Health Care Holdings, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources