Cota Street Investment Management — 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, Cota Street Investment Management is reported as a service provider on 35 loaded Form 5500 filing(s) across 34 plan sponsor(s) and 35 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $806,981 and reported indirect compensation totals $0.
Reported compensation dashboard
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.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Cota Street Investment Management. Bars show relative scale.
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State footprint
Where Cota Street Investment Management 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.
City footprint
Cities where plans reporting Cota Street Investment Management are sponsored, by plan count.
- 1San Francisco, CA5 plan(s)
- 2Bloomington, MN2 plan(s)
- 3Dixon, CA1 plan(s)
- 4Irvine, CA1 plan(s)
- 5Orange, CA1 plan(s)
- 6Salinas, CA1 plan(s)
- 7San Diego, CA1 plan(s)
- 8Folsom, CA1 plan(s)
- 9Santa Clara, CA1 plan(s)
- 10Burbank, CA1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1Seneca Foods Corporation, NY · Direct $345.4K · 2023
- 2Hunt Electric Corporation, MN · Direct $80K · 2023
- 3Reedsburg Area Medical Center, Inc., WI · Direct $75.3K · 2023
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- 5Vaughan & Sons Inc, TX · Direct $24.8K · 2023
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- 7Sperber Landscape Companies, LLC, CA · Direct $23.9K · 2023
- 8Cedar Valley Services, Inc., MN · Direct $19.6K · 2023
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- 11Burger Rehabilitation Systems, Inc., CA · Direct $14.4K · 2023
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- 14Webcor Construction Lp Dba Webcor Builders, CA · Direct $11.3K · 2023
- 15First Northern Bank Of Dixon, CA · Direct $10.4K · 2023
- 16Csc Generation Holdings, Inc., IL · Direct $9.3K · 2023
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- 19Northwest Real Estate Capital Corp., ID · Direct $8.4K · 2023
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- 23Potrero Distilling Holdings, CA · Direct $4.3K · 2023
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- 25North Clinic, P.A. Dba Voyage Healthcare, MN · Direct $3.6K · 2023
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- 29Hackerusa, Inc. D/B/A Thrivedx, FL · Direct $1.4K · 2023
- 30Dynamic Campus Solutions Inc., TX · Direct $1.2K · 2023
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Frequently asked questions
- What does Form 5500 Schedule C report about Cota Street Investment Management?
- Public Form 5500 Schedule C filings report compensation paid to Cota Street Investment Management as a plan service provider. Across loaded filings, total reported compensation is $806,981.
- How many plans report Cota Street Investment Management as a service provider?
- Cota Street Investment Management appears on 35 loaded plan(s) across 34 sponsor(s).
Related Form 5500 pages
- Seneca Foods Corporation Employees' Savings Plan (plan 003)
- Seneca Foods Corporation — all reported plans
- Hunt Electric Corporation And Ecsi 401(K) Profit Sharing Plan (plan 001)
- Hunt Electric Corporation — all reported plans
- Reedsburg Area Medical Center, Inc. 401(K) Plan (plan 001)
- Reedsburg Area Medical Center, Inc. — all reported plans
- United Cooperative 401(K) Plan (plan 002)
- United Cooperative — all reported plans
- Vaughan & Sons, Inc. 401(K) Retirement And Savings Plan (plan 001)
- Vaughan & Sons Inc — all reported plans
- Limited Energy 401(K) Field Plan (plan 002)
- Sperber Landscape Companies And Subsidiaries 401(K) Plan (plan 001)
- Sperber Landscape Companies, LLC — all reported plans
- Cedar Valley Services, Inc. 401(K) Profit Sharing Plan (plan 001)
- Cedar Valley Services, Inc. — all reported plans
- Ronnoco Coffee, LLC Retirement Savings Plan (plan 001)
- Ronnoco Coffee, LLC — all reported plans
- Thomas Cuisine Management 401(K) Plan (plan 001)
- Thomas Management, LLC — all reported plans
- Burger Physical Therapy Profit Sharing & 401(K) Plan (plan 002)
- Burger Rehabilitation Systems, Inc. — all reported plans
- Eightfold Ai Inc 401(K) Plan (plan 001)
- Eightfold Ai Inc — all reported plans
- Cirks Construction, Inc. 401(K) Plan (plan 001)
- Cirks Construction, Inc. — all reported plans
- Webcor Builders 401(K) Profit Sharing Plan (plan 001)
- Webcor Construction Lp Dba Webcor Builders — all reported plans
- First Northern Bank Profit Sharing 401(K) Plan (plan 001)
- First Northern Bank Of Dixon — all reported plans
- Csc Generation Holdings, Inc. 401(K) Plan (plan 001)
- Csc Generation Holdings, Inc. — all reported plans
- Ghost Management Group, LLC 401(K) Plan (plan 001)
- Ghost Management Group, LLC — all reported plans
- Key Code Media Retirement Plan (plan 001)
- Key Code Media, Inc. — all reported plans
- Northwest Real Estate Capital Corp. 401(K) Plan (plan 001)
- Northwest Real Estate Capital Corp. — all reported plans
- Vizance, Inc. 401(K) Profit Sharing Plan (plan 001)
- Vizance, Inc. — all reported plans
- Curology 401(K) Plan (plan 001)
- Curology, Inc. — all reported plans
- Sensortower, Inc. 401(K) Plan (plan 001)
- Sensor Tower, Inc. — all reported plans
- Potrero Distilling Holdings Retirement Plan (plan 002)
- Potrero Distilling Holdings — all reported plans
- Janus Et Cie 401(K) Profit Sharing Plan (plan 001)
- Janus Et Cie — all reported plans
- Voyage Healthcare Retirement Plan (plan 001)
- North Clinic, P.A. Dba Voyage Healthcare — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources