Commerce Street 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, Commerce Street Investment Advisor is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $228,846 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $228,846
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $228,846
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- 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 |
|---|---|---|---|
| Cornerstone Capital Bank | TX | 1 | $109,971 |
| Huckabee & Associates, Inc. | TX | 1 | $62,206 |
| Independent Bankers Financial Corporation | TX | 1 | $24,000 |
| E4h - Environments For Health, LLC | VT | 1 | $21,680 |
| North Texas Contracting, Inc. | TX | 1 | $5,622 |
| Northwood Club, Inc. | TX | 1 | $5,367 |
State footprint
Plans reporting Commerce Street Investment Advisor are sponsored in TX (5), VT (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Cornerstone Capital Bank | Cornerstone Capital Bank, Ssb 401(K) Plan | 2023 | $109,971 | not reported in the loaded dataset |
| Huckabee & Associates, Inc. | Huckabee & Associates, Inc. 401(K) Plan | 2023 | $62,206 | not reported in the loaded dataset |
| Independent Bankers Financial Corporation | Tib Employee Savings Plan | 2023 | $24,000 | not reported in the loaded dataset |
| E4h - Environments For Health, LLC | E4h - Environments For Health, LLC 401(K) Plan | 2023 | $21,680 | not reported in the loaded dataset |
| North Texas Contracting, Inc. | North Texas Contracting, Inc 401(K) Savings Plan | 2023 | $5,622 | not reported in the loaded dataset |
| Northwood Club, Inc. | Northwood Club 401(K) Plan | 2023 | $5,367 | not reported in the loaded dataset |
Related Form 5500 pages
- Cornerstone Capital Bank, Ssb 401(K) Plan (plan 001)
- Cornerstone Capital Bank — all reported plans
- Huckabee & Associates, Inc. 401(K) Plan (plan 001)
- Huckabee & Associates, Inc. — all reported plans
- Tib Employee Savings Plan (plan 001)
- Independent Bankers Financial Corporation — all reported plans
- E4h - Environments For Health, LLC 401(K) Plan (plan 001)
- E4h - Environments For Health, LLC — all reported plans
- North Texas Contracting, Inc 401(K) Savings Plan (plan 001)
- North Texas Contracting, Inc. — all reported plans
- Northwood Club 401(K) Plan (plan 001)
- Northwood Club, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources