Concurrent Investment Advisors — 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, Concurrent Investment Advisors is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $101,840 and reported indirect compensation totals $15,000.
Reported compensation summary
- Reported direct compensation
- $101,840
- Reported indirect compensation
- $15,000
- Total reported compensation
- $116,840
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- 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 |
|---|---|---|---|
| C&S Wholesale Grocers, Inc. | NH | 1 | $56,250 |
| Glasstech, Inc. | OH | 1 | $18,352 |
| Mccord'S Vancouver Auto Center, Inc. | WA | 1 | $16,661 |
| Harold A. Steuber Enterprises Inc. | CA | 1 | $15,000 |
| Intercommunity Action, Inc. | PA | 1 | $10,577 |
State footprint
Plans reporting Concurrent Investment Advisors are sponsored in CA (1), NH (1), OH (1), PA (1), WA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| C&S Wholesale Grocers, Inc. | C&S Consolidated Pension Plan | 2023 | $56,250 | not reported in the loaded dataset |
| Glasstech, Inc. | Employees' Pension Plan Of Glasstech, Inc. | 2023 | $18,352 | not reported in the loaded dataset |
| Mccord'S Vancouver Auto Center, Inc. | Toyota Of Vancouver 401(K) Profit Sharing Plan | 2023 | $16,661 | not reported in the loaded dataset |
| Harold A. Steuber Enterprises Inc. | Harold A. Steuber Enterprises Inc. 401k Profit Sharing Plan | 2023 | $0 | $15,000 |
| Intercommunity Action, Inc. | Interact Retirement Plan | 2023 | $10,577 | not reported in the loaded dataset |
Related Form 5500 pages
- C&S Consolidated Pension Plan (plan 005)
- C&S Wholesale Grocers, Inc. — all reported plans
- Employees' Pension Plan Of Glasstech, Inc. (plan 002)
- Glasstech, Inc. — all reported plans
- Toyota Of Vancouver 401(K) Profit Sharing Plan (plan 002)
- Mccord'S Vancouver Auto Center, Inc. — all reported plans
- Harold A. Steuber Enterprises Inc. 401k Profit Sharing Plan (plan 001)
- Harold A. Steuber Enterprises Inc. — all reported plans
- Interact Retirement Plan (plan 003)
- Intercommunity Action, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources