Plan5500

Concourse Financial Group Securiti — 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, Concourse Financial Group Securiti 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 $40,535 and reported indirect compensation totals $15,081.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$55.6KDirect + indirect, across loaded filings$55,616
Plans served3
Plan sponsors3
Filings3
Direct vs. indirect compensation
Direct compensation$40.5K
Indirect compensation$15.1K

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 compensation47%Hospice Of The Red River Valley
Top state share of plans33%AL
Plan sponsors served3
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Concourse Financial Group Securiti. Bars show relative scale.

  1. 1
    Hospice Of The Red River Valley$26.3K
    ND · 1 plan(s)
  2. 2
    Intermark Group, Inc.$15.1K
    AL · 1 plan(s)
  3. 3
    S.J. Innovations, LLC$14.2K
    OK · 1 plan(s)
Geographic reach

State footprint

Where Concourse Financial Group Securiti 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
    AL1 plan(s)
  2. 2
    ND1 plan(s)
  3. 3
    OK1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Concourse Financial Group Securiti are sponsored, by plan count.

  1. 1
    Birmingham, AL1 plan(s)
  2. 2
    Fargo, ND1 plan(s)
  3. 3
    Oklahoma City, OK1 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
    Hospice Of The Red River Valley 401(K) Plan$26.3K
    Hospice Of The Red River Valley, ND · Direct $26.3K · 2023
  2. 2
    Intermark Group, Inc. 401(K) Profit Sharing Plan$15.1K
    Intermark Group, Inc., AL · Direct $0 · Indirect $15.1K · 2023
  3. 3
    S.J. Innovations, LLC 401k Profit Sharing Plan$14.2K
    S.J. Innovations, LLC, OK · Direct $14.2K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Concourse Financial Group Securiti?
Public Form 5500 Schedule C filings report compensation paid to Concourse Financial Group Securiti as a plan service provider. Across loaded filings, total reported compensation is $55,616.
How many plans report Concourse Financial Group Securiti as a service provider?
Concourse Financial Group Securiti appears on 3 loaded plan(s) across 3 sponsor(s).

Related Form 5500 pages