Cetera Retirement Plan Specialists — 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, Cetera Retirement Plan Specialists is reported as a service provider on 9 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $77,306 and reported indirect compensation totals $5,200.
Reported compensation summary
- Reported direct compensation
- $77,306
- Reported indirect compensation
- $5,200
- Total reported compensation
- $82,506
- Filings
- 9
- Plan sponsors
- 8
- Plans
- 8
- 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 |
|---|---|---|---|
| Fpi Management, Inc. | CA | 1 | $20,625 |
| Thermo King West, Inc. | AZ | 1 | $16,299 |
| Michael Sullivan & Associates | CA | 1 | $13,358 |
| Kaizen Auto Care, LLC | AZ | 1 | $12,494 |
| Ladies & Gentlemen Hair Stylists, Inc. | OH | 1 | $11,924 |
| Sierra Development Company | NV | 1 | $4,962 |
| United States Information Systems, Inc. | NY | 1 | $1,950 |
| Jtc Usa Holdings Inc | CA | 1 | $894 |
State footprint
Plans reporting Cetera Retirement Plan Specialists are sponsored in CA (3), AZ (2), NV (1), NY (1), OH (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Fpi Management, Inc. | Fpi Management, Inc. 401(K) Plan | 2023 | $20,625 | $0 |
| Thermo King West, Inc. | Thermo King West, Inc. 401(K) Plan | 2023 | $16,299 | $0 |
| Michael Sullivan & Associates | Michael Sullivan & Associates 401(K) Profit Sharing Plan | 2023 | $8,174 | $5,184 |
| Kaizen Auto Care, LLC | Kaizen Auto Care, LLC 401(K) Plan | 2023 | $12,478 | $16 |
| Ladies & Gentlemen Hair Stylists, Inc. | Ladies & Gentlemen Hair Stylists, Inc. 401(K) Plan | 2023 | $11,924 | $0 |
| Sierra Development Company | Club Cal Neva 401(K) Plan | 2023 | $4,962 | $0 |
| United States Information Systems, Inc. | Us Information Systems 401(K) Plan | 2023 | $1,950 | not reported in the loaded dataset |
| Jtc Usa Holdings Inc | Jtc Usa 401(K) Plan | 2023 | $450 | $0 |
| Jtc Usa Holdings Inc | Jtc Usa 401(K) Plan | 2023 | $444 | $0 |
Related Form 5500 pages
- Fpi Management, Inc. 401(K) Plan (plan 002)
- Fpi Management, Inc. — all reported plans
- Thermo King West, Inc. 401(K) Plan (plan 001)
- Thermo King West, Inc. — all reported plans
- Michael Sullivan & Associates 401(K) Profit Sharing Plan (plan 001)
- Michael Sullivan & Associates — all reported plans
- Kaizen Auto Care, LLC 401(K) Plan (plan 001)
- Kaizen Auto Care, LLC — all reported plans
- Ladies & Gentlemen Hair Stylists, Inc. 401(K) Plan (plan 001)
- Ladies & Gentlemen Hair Stylists, Inc. — all reported plans
- Club Cal Neva 401(K) Plan (plan 003)
- Sierra Development Company — all reported plans
- Us Information Systems 401(K) Plan (plan 001)
- United States Information Systems, Inc. — all reported plans
- Jtc Usa 401(K) Plan (plan 001)
- Jtc Usa Holdings Inc — all reported plans
- Jtc Usa 401(K) Plan (plan 001)
- Form 5500 Schedule C explained
- Methodology
- Data sources