Plan5500

Cira (Cambridge Investment Research — 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, Cira (Cambridge Investment Research 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 $0 and reported indirect compensation totals $53,101.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$53.1KDirect + indirect, across loaded filings$53,101
Plans served3
Plan sponsors3
Filings3
Direct vs. indirect compensation
Direct compensation$0
Indirect compensation$53.1K

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 compensation48%Cottrell, Inc.
Top state share of plans67%GA
Plan sponsors served3
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Cira (Cambridge Investment Research. Bars show relative scale.

  1. 1
    Cottrell, Inc.$25.3K
    GA · 1 plan(s)
  2. 2
    Custard Insurance Adjusters, Inc.$14.9K
    GA · 1 plan(s)
  3. 3
    Allredi, LLC$13K
    TX · 1 plan(s)
Geographic reach

State footprint

Where Cira (Cambridge Investment Research 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
    GA2 plan(s)
  2. 2
    TX1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Cira (Cambridge Investment Research are sponsored, by plan count.

  1. 1
    Gainesville, GA1 plan(s)
  2. 2
    Norcross, GA1 plan(s)
  3. 3
    Pasadena, TX1 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
    Cottrell, Inc. 401(K) Retirement Plan$25.3K
    Cottrell, Inc., GA · Direct $0 · Indirect $25.3K · 2023
  2. 2
    Custard Insurance Adjusters Savings Plan$14.9K
    Custard Insurance Adjusters, Inc., GA · Direct $0 · Indirect $14.9K · 2023
  3. 3
    Allredi, LLC Retirement Plan$13K
    Allredi, LLC, TX · Direct $0 · Indirect $13K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Cira (Cambridge Investment Research?
Public Form 5500 Schedule C filings report compensation paid to Cira (Cambridge Investment Research as a plan service provider. Across loaded filings, total reported compensation is $53,101.
How many plans report Cira (Cambridge Investment Research as a service provider?
Cira (Cambridge Investment Research appears on 3 loaded plan(s) across 3 sponsor(s).

Related Form 5500 pages