Concierge Retirement Services Inc — 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, Concierge Retirement Services Inc is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $10,143 and reported indirect compensation totals $50,877.
Reported compensation summary
- Reported direct compensation
- $10,143
- Reported indirect compensation
- $50,877
- Total reported compensation
- $61,020
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| Boston Children'S Health Physicians, Llp | NY | 1 | $35,635 |
| Earthbound LLC | NY | 1 | $10,143 |
| Pan Am Equities, Inc. | NY | 1 | $9,266 |
| Gardiner & Theobald Inc. | NY | 1 | $5,976 |
State footprint
Plans reporting Concierge Retirement Services Inc are sponsored in NY (4).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Boston Children'S Health Physicians, Llp | Boston Children'S Health Physicians, Llp 401(K) Retirement Plan | 2023 | $0 | $35,635 |
| Earthbound LLC | Earthbound LLC 401 K Profit Sharing Plan And Trust | 2023 | $10,143 | $0 |
| Pan Am Equities, Inc. | Pan Am Equities, Inc. 401(K) Plan | 2023 | $0 | $9,266 |
| Gardiner & Theobald Inc. | Gardiner & Theobald Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $5,976 |
Related Form 5500 pages
- Boston Children'S Health Physicians, Llp 401(K) Retirement Plan (plan 001)
- Boston Children'S Health Physicians, Llp — all reported plans
- Earthbound LLC 401 K Profit Sharing Plan And Trust (plan 001)
- Earthbound LLC — all reported plans
- Pan Am Equities, Inc. 401(K) Plan (plan 002)
- Pan Am Equities, Inc. — all reported plans
- Gardiner & Theobald Inc. 401(K) Profit Sharing Plan (plan 001)
- Gardiner & Theobald Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources